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  • Job View 409 Views
  • Applicants Less than 5 Applicants
  • 2016-09-28

Job Description

Essential Duties & Responsibilities

Gathers, organizes, and inputs client and prospect data into the CRM. Manages data accuracy

and integrity and keeps records current on prospect pipeline status for BD reporting purposes.

Prepares various deliverables which directly support client acquisition such as greeting

letters, pitch books, service agreements and compliance materials. Prepares and processes

all documentation related to client implementation and on-going maintenance including

account applications, transfer documents and other forms as required.

Acts as the primary liaison with our external business partners, including custodians.

Responds to daily custodial alerts or other notifications . Troubleshoots, escalates as

appropriate, and determines the appropriate action required. Maintains the accuracy and

integrity of all electronic recordkeeping with these parties.

Coordinates all internal last contact reports with the client service teams to determine

those clients requiring contact or additional attention. Coordinates client touch points

which reinforce the on-going sales and client retention process including anniversaries, Thank

You notes, flowers and/or gifts.

Performs all calendaring functions with both our internal teams as well as external prospects,

clients and centers of influence (COI). Communicates directly with external parties to

coordinate times and venues. Allocates firm resources (room, technology required)


Responds to task requests from planning team members in a timely and accurate manner.

Follows up to ensure completion.

Manages all incoming phone calls; direct callers to most appropriate source for action; use

judgment and professionalism to escalate as needed.

Other Duties

Assists in helping to orient new employees in a similar role, including training on processes

and systems. Provides input on colleagues for performance reviews. Evaluates the

effectiveness of our procedures and controls

Key Skills

  • Client Service Coordinator


Hospitals / Medical / Healthcare Equipments

Functional Area

Health Care / Pharmaceuticals / Medical

Number of Vacancy



Other Bachelor Degree

About Hiwa Healthcare

-To survey the market and identify potential customers
-To give a brief about our company and convince the customer to become a member of our store
-Good Communication Skills & Presentation skills
-Ability and desire to sell.
-Willing to work on Field
-Ability to work independently but also as part of a team.
-Able to understand & write English & must be able to speak Kannada.
-Understanding of customers' businesses and requirements
-Maintaining and developing relationships with existing customers and Associates in person.
Lucknow, Agra, Delhi, Mathura, Kanpur, Jhanshi, Jaipur, Gurgaon, Noida, etc

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