
Cutomer Service Representative
1 week ago
**Key Responsibilities**
- **Task Allocation**: Efficiently allocate tasks via CRM, ensuring timely follow-up and resolution of client issues.
- **Appointment Scheduling**: Manage new client appointments and ensure relevant details are captured and communicated to staff.
- **Lead Management**: Handle incoming leads for business and financial planning, ensuring proper logging, tracking, and follow-up.
- **Reporting**: Create and maintain reports on customer interactions, task progress, and business performance, ensuring data accuracy.
- **Record Maintenance**: Keep client communication records up-to-date for easy follow-up and reporting.
- **Collaboration**: Work closely with consultants, case managers, and other teams to ensure smooth task coordination.
- **Customer Satisfaction**: Address client inquiries professionally and efficiently, aiming for high satisfaction.
- **Process Improvement**: Provide feedback to improve task allocation, customer management, and reporting processes.
**Speak with the employer**
+91 9821781455
Pay: ₹15,000.00 - ₹30,000.00 per month
Schedule:
- Day shift
**Education**:
- Higher Secondary(12th Pass) (preferred)
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
Work Location: In person
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