- Evaluate clients needs and create a custom treatment plan Help individuals with the resources needed to reach personal goals Online Education Counselor-Inbound (OEC-Inbound) 1.Receiving the lead through from Various Sources 2.Filling up all details in Master Sheet. 3.Checking duplicity in both CRM & Excel with different personal detail combination. 4.Punching lead in CRM with filling all mandatory blanks. 5.Making First and Impressive call to the lead 6.Adding follow up in CRM 7. Following Non Contactable Procedure for Non Contactable Students. 8.Assigning Lead to Counselor/OEC-Out Bound in CRM as well as by sending an email to her with CC to Branch Manager according to Student preferred location. 9.Audit Calls. 10.Maintaining Master Sheets. 11.Target of Online Education Counselor: - 50 Spoken Calls per day & 100 Walk Ins per month. 12.Receiving inbound calls and assisting them with the query. 13.Report making as required by the Call Centre Head. 14.Identify and escalate issues to Call Centre Head 15.Follow
