Roles & Responsibilities
1. Prepare / update and report Financials status to the Managing Director (MD)
2. Check transaction status of clients and ensure correctness
3. Follow-up Insurance Premium dues
4. Check and resolve transaction issues, if client raises
5. Maintain Social Media handles
7. Onboard new clients in the app, as per process
8. Maintain & update Broadcast lists and DW CRM
9. Call new clients; Record feedback and report
10. Travel and visit clients (as necessary)
11. Prepare/update presentations for corporate visits
12. Maintaining calendar for the MD
13. Personal Travel and accommodation booking
14. Contact Management
15. Maintaining the client database
தமிழ்நாடு திறன் மேம்பாட்டுத் துறை அலுவலகம், 1வது தளம்,
ஆலந்தூர் சாலை, திரு வி கா தொழிற்பேட்டை,
கிண்டி, சென்னை-32.
6380993798 .
placements@naanmudhalvan.in.
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