Posted:15 hours ago|
Platform:
Remote
Full Time
Gender: Male/Female
Eligible Degrees:
Salary :
Sales Support:
● Assist Sales Executives with day-to-day tasks and activities.
● Follow up on sales leads and customer queries.
● Manage customer KYC processes and ensure compliance.
Customer Interaction:
● Call customers and write professional emails to engage and address their needs.
● Help with registration, banking, trading, and related client onboarding procedures.
CRM Management:
● Maintain accurate records in BITRIX CRM software.
● Log all customer interactions, meetings, and activities for seamless coordination.
Event Support:
● Plan, target, and invite customers to webinars/seminars.
● Prepare and deliver impactful presentations.
● Track attendance and follow up with registered customers.
Website & Software Testing:
● Test websites, software, and back-office systems for bugs.
● Work with developers to resolve issues and implement new versions.
Client & Investor Support:
● Address customer queries promptly and send fee collection reminders.
● Track advisory opportunities and improve client services (e.g., reports and performance updates).
Research & Innovation:
● Conduct research for new product development and data insights.
● Identify and implement improvements in client services.
Outside Visits:
● Meet customers at their locations to complete registrations and other formalities.
● Maintain detailed records of all visits and activities conducted outside.
Team Coordination:
● Attend team meetings, webinars, and training programs on time.
● Document and track all meetings, training sessions, and outcomes.
Job Type: Full-time
Pay: From ₹15,000.00 per month
Benefits:
Ability to commute/relocate:
Application Question(s):
A) Yes B) No
Experience:
Language:
Work Location: In person
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