Key Performance Areas for EA to Chairman’s Office • Calendar Management & Email Management • Maintain discipline & punctuality as per requirement of Chairman’s Office at all times with a highly positive & professional attitude • Should be available on Whatsapp & SMS Messages to be able to answer & reply to all queries of Chairman • Update visiting cards details of all Clients/ Internal Senior Employees/ Partners & Directors for Chairman’s office • Inform the full day Calendar Updates • Inform number of Emails received on a daily basis • 15 Minute Catch up to show all HI & Urgent Emails & seek guidance to answer them the same day without fail • Invoices & Billing Management • Update list of Invoices received for Signatures with notes as pre-requisite for review & approval • Office Telephone Bills date Calendar to be formed & to ensure the payment is done on time. • Residence Bills namely Electricity, Rent, Tata Sky & Telephone bills date Calendar to be formed • To ensure Chairman’s Credit Card Status & its bill generate date & Due date. • Passport & Other necessary documents to be kept in custody of Chairman’s Purview & timely availability • Air ticket booking Domestic & International for Chairman & Other Employees. • Booking of Conference rooms for meetings of Chairman’s office well in advance through Administration team • Assist in Hotel & Room Bookings in line with guidance from Chairman’s office • Co-ordinate with Shared Services Team to ensure smooth deliverables by HR, IT, Admin & Finance for Chairman’s office as and when required • Weekly & Monthly MI Update of work accomplished & highlight the pending items
Company Profile: BAKER TILLY DHC PRIVATE LIMITED DHC - DesaiHaribhakti is India's leading accounting and consulting firm and is an independent member firm of Baker Tilly International, one of the world's leading accountancy and business advisory network.DHC is powered by 1100 professionals under the leadership of 100 Partners and Directors with wider geographic presence in 11 cities across India.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases