Personal Assistant Calendar ManagementWork From Home
Manage executives' calendars, schedule appointments, and coordinate meetings.Screen and prioritize emails, phone calls, and other communications.Prepare and organize materials for meetings and presentations.Handle travel arrangements, including booking flights, hotels, and transportation.Assist in preparing reports, documents, and presentations.
Acquiring clients for Online MF channel Cross marketing of other Third party products like FD, Bonds, IPO (Initial public offering) through IFA ( Independent financial advisers) channel Acquiring new channel partners for Mutual Fund sales Achieving revenue targets by segment , MF and Third Party Products Maintaining relations with existing customers, driving business from existing Associates, doing renewal and maturity follow-up
Handling escalation calls & e-mails & irate customer complains Assigning e-mail & web cases to executives Assigning Bounce Email Callings & updating the master file daily Preparing & sending various MIS reports to concerned departments Conducting root cause analysis of complains Monitoring productivity of executives on various parameters like average handling time, quality of calls & e-mails, etc. Enterprise monitor tracking, analyzing calls in queue & abandoned calls Managing & continuously improving team's performance and quality parameters & scores Updating the team on new developments within the company & markets Co-ordination with other departments regarding enquiries & complains