
Sales Support Representative
1 week ago
a. Support to Sales Executive
i. Making entries in BITRIX CRM Software
ii. Following up for Sales
iii. Finding the information as per instruction of Seniors
iv. Calling to Customers
vi. Handling customer KYC Process
vii. Helping Finideas team for better coordination
b. Webinar / Seminar Event support
i. Planning the Event
ii. Targeting the customers
iii. Inviting them
iv. Making Presentations
v. Delivering Presentation
vi. Keeping the records of registered, attended, and followed up customers
vii. Helping Team for better presentation
viii. Handling online Presentation
ix. Keeping the records of all the action
c. Reporting
i. Keeping regular attendance
ii. Entering all the activities in CRM Software
d. Visiting outside
i. Meeting customers’ outside
ii. Completing their registration, banking, trading, and reporting related procedures
iii. Keeping records of all the outside visits
e. Meeting and Training
i. Attending all the Team meetings of Finideas timely
ii. Attending webinar meetings timely
iii. Attending Training programs regularly
iv. Keeping records of all the meetings and training.
f. Website, Software, and Back Office Testing
i. Testing current website, software, and back-office
ii. Finding Bugs and helping developers to resolve the issues
iii. Implementation of new versions
g. Existing Investor Support
i. Query resolution
ii. Fees collection reminder
iii. Advisory Management (tracking opportunities)
h. Research and Service Innovation
i. New product research (Data Research)
ii. Identify and implement improvement in client services (Reports, Performance report, Fees collection Etc.)
**Salary**: ₹15,000.00 - ₹22,000.00 per month
Day range:
- Monday to Friday
Shift:
- Day shift
Ability to commute/relocate:
- Surat, Gujarat: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 7490879350
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