Travel Consultant

The role involves managing the customer journey from the initial inquiry through quotation, follow-up, booking, payment, confirmation, and handover to the Operations Team. The Travel Consultant will also be responsible for maintaining accurate customer and follow-up information in the CRM, coordinating internally for booking execution, and ensuring timely and professional communication with customers. This position plays an important role in lead conversion, sales growth, customer satisfaction, and smooth booking coordination.

The candidate will have responsibilities across the following functions:

Lead Management and Customer Contact:

• Manage assigned leads and initiate customer contact according to the daily sales plan.
• Respond to customer inquiries through phone, WhatsApp, email, and other approved communication channels.
• Understand the customer's travel plans, preferences, budget, and expectations.
• Maintain regular and disciplined follow-ups until the inquiry is closed.
• Collect and understand important travel requirements, including: Destination, Departure city, Travel dates, Number of passengers, Number and type of rooms, Hotel category, Trip duration, Inclusions and exclusions, Sightseeing requirements, Transportation requirements, Flight requirements, Food preferences, Special requests, Approximate travel budget

Travel Package Preparation:

• Prepare customized travel packages based on customer requirements.
• Select suitable existing packages or create customized packages when required.
• Review itinerary details, hotels, transportation, sightseeing, flights, and other travel services.
• Ensure that package details are accurate and aligned with customer requirements.

Quotation Preparation and Presentation:

• Prepare accurate quotations based on available costing and approved pricing.
• Review day-wise itineraries, hotel details, flight information, inclusions, exclusions, and pricing before sharing quotations.
• Share quotations with customers through email, WhatsApp, or other approved channels.
• Explain package details, pricing, inclusions, exclusions, terms, and conditions clearly to customers.
• Make approved changes to quotations based on customer feedback.

Customer Follow-Up and Sales Conversion

• Follow up with customers at mutually agreed times.
• Understand customer feedback and address questions or concerns.
• Revise packages and quotations where appropriate.
• Maintain accurate follow-up dates and customer responses in the CRM.
• Work consistently toward converting qualified inquiries into confirmed bookings.
• Maintain professional communication throughout the sales process.

Booking and Payment Coordination

• Confirm booking requirements with customers before proceeding.
• Collect required customer information and documents.
• Generate and share payment links through approved payment platforms.
• Guide customers through the payment process when required.
• Record full or partial payments accurately.
• Ensure customer and transaction information is updated correctly in the CRM and relevant systems.

Sales and Operations Coordination:

• Coordinate with the Operations Team for: Flight availability and booking, Hotel availability and confirmation, Sightseeing, Transfers, Transportation, Costing, Guest details, Special requests, Final booking confirmations.
• Ensure all relevant customer information is properly handed over to the Operations Team.
• Follow up internally to ensure timely execution of confirmed bookings.

Booking Documentation and Customer Communication:

• Share booking confirmations, tickets, invoices, payment details, vouchers, and other required documents with customers.
• Ensure customer-facing documents are accurate before sharing.
• Maintain complete and updated customer records.
• Ensure all relevant communication and booking information is properly documented in the CRM.

CRM and Record Management:

• Maintain accurate lead, customer, quotation, follow-up, booking, and payment information in the CRM.
• Update lead status and follow-up activities on a timely basis.
• Record customer requirements, discussions, quotation changes, and important commitments.
• Ensure no important customer information or follow-up activity is missed.

Requirements:

• Bachelor's degree in any discipline.
• Freshers with strong communication skills and a willingness to learn are encouraged to apply.
• Experience in Tours & Travels, Travel Sales, Travel Consulting, Customer Service, Hospitality, or a related field will be an advantage.
• Basic understanding of domestic and international travel processes is preferred.
• Candidates with experience handling customer inquiries, sales calls, quotations, and follow-ups will be preferred.
• Good verbal and written communication skills.
• Strong customer-handling and relationship-building skills.
• Good sales and follow-up discipline.
• Ability to understand customer travel requirements.
• Ability to prepare and explain travel packages and quotations.
• Good negotiation and problem-solving skills.
• Ability to handle multiple customer inquiries simultaneously.
• Good time-management and organizational skills.
• Basic computer and documentation skills.
• Attention to detail while entering customer, booking, and payment information.
• Professional attitude and customer-focused approach.
• Ability to work independently as well as collaboratively with Sales and Operations teams.
• Willingness to learn new destinations, travel products, packages, and company processes.
• Ability to work toward sales targets and business objectives.
• The Travel Consultant will regularly work with: CRM / Lead Management System.
• Razorpay or a similar payment platform like Zoho, Email, WhatsApp, MS Excel, MS Word, and Internet Applications.
• Travel package and quotation systems used by the company.
• CRM discipline is an important part of this role. The employee is expected to maintain accurate and timely records of customer requirements, follow-ups, quotations, bookings, payments, and other relevant activities.
• Work Environment.
• Book My Tour Now provides a professional, supportive, customer-focused, and growth-oriented work environment.
• The Travel Consultant will work closely with the Sales and Operations teams and will have regular interaction with customers.
• The role encourages: Continuous learning, Teamwork, Professional customer service, Disciplined follow-up, Sales performance, Attention to detail, and ownership of assigned leads.
• Effective coordination between departments.
• The ideal candidate should be customer-focused, energetic, disciplined, professional, and willing to learn.
• They should enjoy interacting with customers, understanding their travel requirements, creating suitable travel solutions, preparing quotations, and following up consistently until booking closure.
• The candidate should be comfortable handling multiple inquiries, maintaining accurate CRM records, coordinating with internal teams, and working toward sales targets.