Customer Planning Advisor

6 months ago


Kolkata, India BSI Full time

Great that you're thinking about a career with BSI

Purpose of Position

To ensure effective planning of assessments and provide support for Client Manager logistics.

Key Responsibilities & Accountabilities
- Ensure the available days are booked
- Use appointed LCM by Regional Manager or any other designated authority.
- plan for Client Manager presence in the office for assessment related works
- Minimise travel time/distance between home & client, office & client & between clients
- Key Accounts to be handled by Key Account Managers
- Diaries are booked at least two months in advance
- Logistics to be arranged by planners
- In case Assessor with relevant T code is no available then Planners to arrange the experts in consultation with Regional Manager
- Every Monday Audit postponement / cancellation report to be submitted to Operations Support Manager and copy to Regional Manager for the previous week.
- Weekly forecast to be submitted to planning Manager who in turn would submit to Finance
- Act as a brand Ambassador for BSI. This means acting ethically, following company rules and promoting BSI services to clients so they are able to optimize business performance and “Make Excellence a Habit”.

Key Performance Indicators
- Planning management (Delivery days)
- Diary Management of assessors

Dimensions
- Workload management of Client Managers supporting the budgeted days for respective region.
- Interaction with, Operations Support Manager Regional Managers, Team Managers, Client Manager
- Support to External Resource staff

Knowledge/Skills/Experience/Competencies
- A Graduate in any discipline.
- To have at least 1-2 years of similar support experience.
- Excellent negotiating skills and ability to cope with pressure and meet tight deadlines
- Experience within a customer centre environment
- Advanced competence in MS word and excel database.
- To Demonstrate of a high skill level in using SAP (optional)
- Good analytical problem solving skills

Additional Details

All the employees have the following responsibilities towards Environment, Health and Safety in addition to their roles and responsibilities defined for the purpose of job
- Understand, commit and follow the BSI Group Health, Safety, Environment & Quality (HSEQ) Policy
- Learn and follow safe working environment
- Undertake Suitable Training as communicated from time to time
- Report hazards, near miss and safety incidence
- Report environmental issues and incidence
- Follow Safety Rules including using Personnel Protective Equipment (PPEs)
- Participation in Hazard Identification
- Participate in the process of risk mitigation
- Participation in Accident Investigation
- Exercise the right to withdraw oneself from work if one feels it is unsafe working environment. Inform the respective line manager
- Contribute in achieving Environment, Health and Safety objectives
- _ Work in teams to make _BSI a safe workplace_

LI-SC3

Our Excellence Behaviours: Client-centric, Agile, Collaborative. These three behaviours represent how we do things at BSI. They help us ensure that BSI is a great place to work and a highly successful business.

BSI is conducting face-to-face interviews where appropriate and possible. If you are invited to a face-to-face interview but feel more comfortable with conducting the interview virtually, please speak to a member of our recruitment team.



  • Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full time

    This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining relationships with existing clients. The Insurance Advisor will also be responsible for providing excellent customer service and...

  • Customer Advisor

    2 weeks ago


    Kolkata, India NK Realtors Full time

    1. COMPANY DESCRIPTION:NK Realtors, theKolkata based Real Estate Company, saw its genesis in 1987. Progressive and dynamic, it is one of the largest vertically integrated real estate services in India. NK Realtors firmly believes that this success story owes a lot to one simple consumer insight- the customer seeks a one-stop shop that provides complete...

  • Customer Advisor

    2 weeks ago


    Kolkata, India NK Realtors Full time

    1. COMPANY DESCRIPTION: NK Realtors, the Kolkata based Real Estate Company , saw its genesis in 1987. Progressive and dynamic, it is one of the largest vertically integrated real estate services in India. NK Realtors firmly believes that this success story owes a lot to one simple consumer insight- the customer seeks a one-stop shop that provides complete...


  • Kolkata, West Bengal, India BT Group Full time

    **Customer Service Support Advisor**: - Job Req ID: 38858- Posting Date: 14 Nov 2024- Function: Customer Service- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: competitive**Why this job matters**: The Customer Service Advisor 2 assists customers across all channels, delivering customer value and success...


  • Kolkata, West Bengal, India BT Group Full time

    **Customer Service Support Advisor**: - Job Req ID: 38888- Posting Date: 21 Oct 2024- Function: Customer Service- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: competitive**Why this job matters**: The Customer Service Advisor 2 assists customers across all channels, delivering customer value and success...


  • Kolkata, West Bengal, India BT Group Full time

    **Customer Service Support Advisor**: - Job Req ID: 41189- Posting Date: 2 Dec 2024- Function: BT contact centres- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: competitive**Why this job matters**: The Customer Service Advisor 2 assists customers across all channels, delivering customer value and success...


  • Kolkata, West Bengal, India BT Group Full time

    **Customer Service Support Advisor**: - Job Req ID: 39134- Posting Date: 16 Sep 2024- Function: BT contact centres- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: competitive**Why this job matters**: The Customer Service Advisor 2 assists customers across all channels, delivering customer value and success...


  • Kolkata, West Bengal, India BT Group Full time

    **Customer Service Support Advisor**: - Job Req ID: 41643 - Posting Date: 18 Dec 2024 - Function: BT contact centres - Unit: Finance & Business Services - Location: DLF IT Park,Phase II, IIF/1, Kolkata, India - Salary: Competitive **Why this job matters**: The Customer Service Advisor 2 assists customers across all channels, delivering customer value and...


  • Kolkata, West Bengal, India BT Group Full time

    **Customer Service Support Advisor**: - Job Req ID: 40704- Posting Date: 4 Nov 2024- Function: BT contact centres- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: competitive**Why this job matters**: The Customer Service Advisor 2 assists customers across all channels, delivering customer value and success...


  • Kolkata, West Bengal, India BT Group Full time

    **Customer Service Support Advisor**: - Job Req ID: 41639 - Posting Date: 23 Dec 2024 - Function: BT contact centres - Unit: Finance & Business Services - Location: DLF IT Park,Phase II, IIF/1, Kolkata, India - Salary: competitive **Why this job matters**: The Customer Service Advisor 2 assists customers across all channels, delivering customer value and...


  • Kolkata, West Bengal, India PDM Investment & Trading Company Pvt. Ltd. Full time

    Job DescriptionThis is a full-time on-site position for a Financial Planning Associate at PDM Investment & Trading Company Pvt. Ltd. in Kolkata.The role entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office.Duties and ResponsibilitiesAssist Wealth Advisors with daily activities, including...

  • Life Insurance Advisor

    7 months ago


    Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full time

    Role of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...


  • Kolkata, West Bengal, India BT Group Full time

    **Trainee Customer Service Support Advisor**: - Job Req ID: 37346- Posting Date: 4 Sep 2024- Function: BT contact centres- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: Competitive**Why this job matters**: The Customer Service Advisor 1 assists customers across all channels, delivering customer value and...

  • Pcg- Advisor

    6 months ago


    Kolkata, West Bengal, India Veena Placement Services Full time

    Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...


  • Kolkata, West Bengal, India Max life insurance company limited Full time

    MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: MAXLIFE INSURANCE INTERNSHIP This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...


  • Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full time

    **Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...

  • Beauty Advisor

    4 months ago


    New Town, Kolkata, West Bengal, India Mars cosmetics Full time

    Job Title: Beauty Advisor **Responsibilities**: Meet sales targets for the kiosk. Maintain high levels of hygiene for the kiosk, testers, and stock. Provide exceptional customer service. Deliver excellent makeup trials and demonstrations. Manage cash and sales transactions accurately. Assist with stock management and inventory upkeep. Pay:...


  • Kolkata, West Bengal, India SECURE LIFE HR SERVICES PVT. LTD. Full time

    Role - As a Product Advisor, you will be responsible for making sales calls and closing sales pitches with our members. To be a successful Product Advisor, you should be persuasive and able to work in a high-pressure environment. Ultimately, a top-performing Product Advisor is the one who follows sales scripts and demonstrate exceptional communication,...

  • Commercial Advisor

    1 month ago


    Kolkata, India kimbocorp Full time

    We are changing the way people build and own businessesToday, the best companies are built by people living in the world's largest cities. We’re making it easier than ever for anyone to build a feasible commercial venture, wherever they live, with only meritocratic individuals recommended by our recommendation engines. All without the upfront cost and...

  • Area Medical Advisor

    7 months ago


    Kolkata, West Bengal, India Pfizer Full time

    Job Description: Provide scientific expertise, build knowledge and activity-based relationships with Key Opinion Leaders to advance medical practice and research for the benefit of the society, thus enhancing Pfizer’s image in the scientific community. To actively contribute to the organization/business by taking responsibility for the scientific,...