Communication Skills Microsoft ExcelMicrosoft WordInterpersonal Skills
Data mining. Understand requirements & fixing appointments. Coordinating between wealth manager & client. Brief client about Mutual Fund, shares and General Insurance (car insr/health insr). Client /prospect profiling. Record keeping of client database. Convert leads into sales. Managing various operational and admin jobs as communicated from time to time.
Microsoft Excel CommunicationCurriculum Development
Key Responsibilities:Content Creation and Management:Develop, curate, and manage engaging content across various social media platforms, including Instagram, Facebook, LinkedIn, and Twitter.Monitor and respond to community interactions, fostering a positive and supportive environment.Collaborate with the marketing team to align content with overall brand messaging and campaigns.Community Engagement and Operations:Plan and track meetings, create Zoom and Calendly links, and organize data as needed.Develop training videos and flowcharts to document operational processes.Manage operations during masterclasses and other sessions, oversee Zoom chat data, analyze Google Form responses, and monitor payment details.Curriculum Development:Assist in designing and developing educational materials and programs related to wellness and peak performance.Collaborate with subject matter experts to ensure content accuracy and relevance.Evaluate and update existing curriculum to enhance learning outcomes.
Will learn various travel services skills during intership period. After training and confirmation on board , will start working as executive with responsibity to make call with potential customers , generate leads ,explaining company services and products to customers. Taking follow ups with customers . Making daily Reports etc
Qualifications Good English communication (verbal and written) Experience with cold callingExperience with research and maintaining databasesProficient in MS Office including Word, Excel, and OutlookStrong project and time management skills Bachelors degree in Marketing or Business Administration + others also applyResponsibilities & duties: Track, maintain and update leads Make outgoing calls to develop new business Contact prospects to qualify leads Direct email to clients for business requirements Conduct customer research Conduct client or market surveys to obtain information about potential leads Provide accurate and timely information to Sales Team Develop a strong knowledge of the companys services to facilitate the sales process