CRM Management:
Handle and maintain the company’s Customer Relationship Management (CRM) system.
Ensure all client information is accurate, up-to-date, and easily accessible for sales and support teams.
Monitor CRM data for quality, completeness, and consistency.
Generate and analyze reports on customer interactions and sales performance.
Lead Generation & Distribution:
Provide qualified leads to the sales team based on company criteria.
Ensure a smooth handover of leads to relevant team members, including providing necessary information to maximize sales efforts.
Monitor the lead conversion process and ensure leads are tracked accurately.
KYC (Know Your Customer) Updates:
Collect and update customer KYC information as per company policies and regulatory requirements.
Ensure that all client documents are properly filed, securely stored, and compliant with legal requirements.
Regularly update customer data to ensure compliance with evolving KYC regulations.
Sales Approval Process:
Assist in managing and processing sales approvals.
Collaborate with the sales and finance teams to ensure sales approvals are granted promptly.
Ensure all required documents and approvals are collected before finalizing sales.