1) Review, Monitor & Control of pending orders
1.1 To release the WO by getting RQDD from planning within 24 hrs.
1.2 Send order acknowledgement
1.3 Do review of pending WO with planning to ensure timely dispatches. If read, rise the level.
1.4 Take revised dates in case of delay and inform the agent or customer by email.
1.5 Time to time, priorities the pending orders depending on customer requirement.
2) Payment collection
2.1 Timely collection of payment smoothly by engaging (By WhatsApp chat & call) with the Agents or customer.
2.2 In case of delays, alert SP in time to collect the payment.
2.3 To send the Ledger statements to customers time to time to reconcile the due payment's.
2.4 Alert the finance about the receipt of payment and make sure it is updated.
3) Communication with his Boss
3.1 Provide direct support to the Boss in all his works
3.1 Update his boss about the status of the pending orders and alert him in case of delays.
3.2 Alert the Boss in case of delay in pending payments.
3.3 Alert the Boss in case of red orders & customer complaints & crises to close it well in time.
3.4 Preparing visit agendas to Boss along with customer data.
3.5 Timely advising Boss to revise the Prices to individual customers
4) Data Maintain & Usage
4.1 CRM Usage
4.2 Tally and other software usage
4.3 Individual Customer database & History
4.4 Track your Order
5) Engagement with customer
5.1 Sending Emails, Order acknowledgements & Correspondences etc.,
5.2 Super quickly Handling customer complaints, urgent orders etc.,.
5.3 Rapport building with customers, greetings for birth days and festivals.
5.4 Getting customer feed backs
6) Others
6.1 Updating product technical knowledge
6.2 Have industry Knowledge & who is who Information: By reading Magazines, Web portal etc.,
6.3 Time to time preparing presentations.
6.4 Meeting arrangements
6.5 Following Lean systems
6.6 ISO documentation & following
6.8 Miscellaneous