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Job Description

JOB DESCRIPTION

RESPONSIBILITY

1. Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork.

2. Generate reports such as position statements, for representative's meetings with clients.

3. Track pending business and service paperwork; update pending business and service summary sheet for advisor’s attention; track and tally all outstanding work.

4. Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.

5. Handle advisor needs proactively.

6. Conduct research on Morningstar or and other research sites as directed by representative.

7. Assist with seminars as directed by representative.

8. Make recommendations to systematize and improve office functioning.

REQUIREMENTS

1. The ability to interact with people across all levels of the business.

2. Demonstrated ability to work in fast‐paced environment.

3. Effectively prioritize workload and meet deadlines.

4. Familiarity with basic marketing concepts and practices.

5. Must have excellent problem solving, organizational, written & verbal communication

6. Must have strong follow-up skills.

7. Proficient in Microsoft Outlook, Word, Excel.

8. Must have excellent phone skills & etiquette.

Key Skills

Industry

Call Centre / BPO / KPO

Functional Area

Fresher / Trainee

Number of Vacancy

10

Education

Other Master Degree


About Digiripple Media Marketing LLP

JOB DESCRIPTION
RESPONSIBILITY
1. Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork.
2. Generate reports such as position statements, for representative's meetings with clients.
3. Track pending business and service paperwork; update pending business and service summary sheet for advisor’s attention; track and tally all outstanding work.
4. Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.
5. Handle advisor needs proactively.
6. Conduct research on Morningstar or and other research sites as directed by representative.
7. Assist with seminars as directed by representative.
8. Make recommendations to systematize and improve office functioning.
REQUIREMENTS
1. The ability to interact with people across all levels of the business.
2. Demonstrated ability to work in fast‐paced environment.
3. Effectively prioritize workload and meet deadlines.
4. Familiarity with basic marketing concepts and practices.
5. Must have excellent problem solving, organizational, written & verbal communication
6. Must have strong follow-up skills.
7. Proficient in Microsoft Outlook, Word, Excel.
8. Must have excellent phone skills & etiquette.

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