*Respond quickly and efficiently to all incoming calls for information. *Ensure that all incoming emails are replied to in a prompt fashion and with pertinent information. *Prepare proposals for new and existing customers and facilitate showing of facilities and services. *assist sales consultants in the execution of sales processes. *Generate lists of prospects and contact them by following standard operating procedures. *Promote awareness of company’s brand image.*Provide administrative assistance and support to sales teams.
*Gather materials and assemble information packages for specialized sales events. *Contact customers, make appointments and relay information to designated sales personnel. *Ensure customer satisfaction by accurately processing order. *Collaborate with other departments to ensure that any issues are handled immediately. *Maintain sales records and prepare sales activity reports *Record progress of all customer inquiries. *Encourage repeat business by networking with existing customers *Provide input and ideas into marketing initiatives and assist in monitoring responses. *Assist in actualizing marketing strategies and maintain business communication with customers. *Communicate with distributors and company representatives to resolve queries aimed at business practices.*Report directly to a sales director or sales manager.
Understanding of Indian Financial Markets (Specifically: Equity Markets) Ability to understand Financial Statements Quick Learner and Good Communication Skills experience in Financial Advisory Fluency in English Speaking, Female Candidate only
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