Client Advisor

1 day ago


Mangalore, Karnataka, India Trueblue Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Job description and company insights-

Hiring for Italy based MNC into Healthcare Domain Industry on direct payroll.

Position- Client Advisor

Location - Plaza Chambers, Hampankatta, Mangaluru , Opposite Hotel Roopa

Working Module: 6 days Working from Office (Sundays fixed off)

Shift Timing: 10 AM to 7PM

Job Purpose:

Client Advisor / Customer Service Officer (CSO) is an individual contributor who plays a very critical and important role into Business. All the necessary training and support will be provided to adhere above mentioned roles and responsibilities.

Job Specification:

Front Desk Maintenance:

  • Handle customers at the front desk. If required open door for them.
  • Come out of your desk to attend them.
  • Greet and Treat the client well at clinic.
  • Provide them the required information.
  • Capture all the required information in the registration form.
  • Handle incoming and outgoing calls.

Clinic Administration:

  • Must maintain clinic hygiene as per company standard.
  • Refilling office, stationary and pantry requirements. Maintain actual bills and send the monthly records to finance team.
  • Maintaining Patient files, Registers (In-out Courier and in-out Stock movement) and other records (banking advice file, Utility bill file).
  • Checking all the couriers including stationary, hearing aids and other documents from head office or any other clinic at the same time.
  • Accountable for all financial transactions in the clinic.
  • Pay utility bills on time.
  • Responsible for maintenance of shop and expenses.
  • Sending Reports on time. Details and formats of reports will be shared properly.

Customer Service:

  • Represent Values, Mission and Vision in front of the customers.
  • Create customer satisfaction by maintaining good relationship, providing right information and best quality services.
  • Register the client and the complete customer journey in VC (Internal software) on daily basis.
  • Maintain patient file with all the required forms.
  • After sales services (Repair and Service of Hearing Instrument). Follow up calls at fixed intervals.
  • Make confirmation calls for all the appointments booked in VC diary for the day. Try to confirm maximum Assessment Appointments for the clinic.
  • Additionally minimum 12 follow up calls to book appointment for exiting clients per day.
  • Actively participate into revenue generation on the clinic.
  • Actively participate into promotional activities like outreach program, attend camps. Arrangement for camp.
  • Seamless coordination among sales team and audiologist. Believe in team work.

Client Advisor to reach clinic at 09:50 am to ensure clinic readiness at 10:00 am



  • Mangalore, Karnataka, India beBeeClientoriented Full time ₹ 1,04,000 - ₹ 1,30,878

    Business Growth AdvisorJob DescriptionThe Business Growth Advisor will be responsible for providing guidance and support to clients in achieving their business goals. This role requires a deep understanding of the client’s business needs and the ability to develop tailored solutions to drive growth.Required Skills and QualificationsExcellent communication...

  • Expert Client Advisor

    2 weeks ago


    Mangalore, Karnataka, India beBeeStrategic Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Relationship ManagerDrive strategic partnerships and nurture high-value client relationships to achieve exceptional results. Collaborate with cross-functional teams to deliver bespoke solutions, leveraging expertise in wealth creation, risk management, and estate planning.Key Responsibilities:Develop and manage long-term relationships to enhance assets under...


  • Mangalore, Karnataka, India beBeeInfrastructure Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Opportunity:We are seeking a skilled Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong client relationships by understanding their financial objectives and requirements.

  • Business Advisor

    2 weeks ago


    Mangalore, Karnataka, India beBeeTax Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Tax Compliance & Filings:Prepare and file various tax returns with regulatory bodies.Manage Estimated Chargeable Income (ECI), Final Tax Returns, GST Returns, and Withholding Tax Returns.Assist with applications for Certificate of Residence (COR) on behalf of clients.Liaise with regulatory bodies to address and resolve tax audits related to GST, income tax,...


  • Mangalore, Karnataka, India beBeeFinancial Full time ₹ 15,60,000 - ₹ 25,16,000

    Financial Planning and Analysis Manager PositionWe are seeking an experienced Financial Planning and Analysis Manager to oversee financial planning and analysis operations. The ideal candidate will possess a strong background in implementing Workday Adaptive Planning solutions.The successful candidate will have excellent communication, leadership, and...


  • Mangalore, Karnataka, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,50,000

    Unlock Global Investing OpportunitiesThe Director of Wealth will drive the development and expansion of Borderless's wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the...


  • Mangalore, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Financial Professional Job OpportunityThe role of Financial Professional at our organization involves building and maintaining strong relationships with high-net-worth clients to provide tailored investment, insurance, and wealth planning solutions.Main Responsibilities:Understand clients' financial goals and risk tolerance to offer customized investment...

  • Expert Advisor

    2 weeks ago


    Mangalore, Karnataka, India beBeeLegalExecutive Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Title: Legal ExecutiveLegal executives are integral to our company's success, providing expert advice and support to drive business decisions.Key Responsibilities:Conduct thorough legal research and analysis to inform strategic choices.Draft and review various legal agreements, including non-disclosure agreements, master services agreements, and terms...

  • Senior Tax Advisor

    2 weeks ago


    Mangalore, Karnataka, India beBeeTax Full time ₹ 18,00,000 - ₹ 22,00,000

    Job Role:We are seeking a dynamic Senior Tax Professional to lead our tax compliance and advisory services. The ideal candidate will have hands-on expertise in GST and Income Tax, with 5+ years of experience in taxation.Manage end-to-end GST compliance, including filing returns, reconciliations, and assessments.Handle Income Tax matters, such as ITR filings,...


  • Mangalore, Karnataka, India beBeeInterior Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job Summary:We are seeking a seasoned interiors expert to spearhead growth in our Projects vertical. This role combines design expertise, client advisory, and business development to drive success.Key Responsibilities:Serve as the primary advisor to clients on their workspace or interior needs.Connect and Close new business opportunities in office,...