2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Client On-boarding and Retention Specialist, your primary responsibility is to ensure the smooth and fast on-boarding of all new clients within a maximum of 2 days. You will be required to collect necessary documents such as Purchase Orders, Memorandums of Understanding, and Agreements before proceeding with the on-boarding process. Additionally, it is crucial to follow up for the closure of any open points in Agreements or MOUs to expedite the on-boarding process effectively. Your role will also involve focusing on the retention of existing clients and exploring opportunities to increase business with them. It is essential to maintain communication with branch leads and team members to track and update the status of all leads regularly. Keeping the lead status updated in the Lead Management System (LMS) is a key aspect of your responsibilities. You will be responsible for managing recharge records and following up on upcoming recharges. Any Delayed DLT cases should be escalated to the National Sales Coordinator promptly. Ensuring timely resolution of all client complaints within the defined Turnaround Time (TAT) of 60 minutes is critical. Escalation of unresolved complaints should be done as per the provided Escalation Matrix. Organizing and maintaining all client-related documents in soft copy format is essential for efficient operations. Until automation is implemented, you will be required to maintain records of new business and cross-sale activities manually. Collecting feedback from clients on services regularly, at least once a month, and submitting reports to the Head Office are part of your routine tasks. In case a client decides to deactivate services, it is important to gather feedback and reasons for discontinuation. A detailed report on client deactivations should be submitted to the Head Office at the beginning of each month. Additionally, sharing convenience bills and reports with accurate data on a monthly basis with the HR department is crucial for organizational transparency. Qualification and Experience: - Any Graduate Knowledge and Skills: - Proficiency in MS Excel is a must. - Proficient in English communication, both verbal and written.,

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