CHANDA CHANSA

Send invoices to customers as per the sales orders from the commercial team, and ensure timely supplies to customers.

Handle customer inquiries telephonically, via email, social media, and the website.

Follow up on customer calls, where necessary.

Document, manage, and resolve customer complaints in a timely manner, as well as provide customers with product and service information.

Enter new customer information into the system and update existing customer information to maintain an up-to-date database.

Process orders, forms, and applications.

Identify and escalate priority issues without delay, and ensure they are resolved on time.

Document all call information according to standard operating procedures.

Providing necessary feedback to Sales Agronomists, Customers.

Innovate and apply customer service tactics that ensure customer satisfaction of the highest level with Supervisor, and implement accordingly.

Receiving, recording, and conversion of orders into system invoices.

Participating and helping coordinate field days sales expos.

Manage customer service activities and customer relations.

Any other duties and responsibilities assigned by the management from time to time.

Create Purchase Requisition in SAP and ARIBA for payment, process invoices from vendors for payment in SAP.

Support in collecting quotations from suppliers.

Support in Vendor Account Opening.

Managing petty cash account

Greet and assist visitors to the offices, answer and direct phone calls, ensuring the reception area is clean.

Organize and schedule meetings and appointments

Maintain hard copy invoices, quotes, and filing system.

Support in the ordering, receiving, stocking, and distribution of office supplies.

Booking and arranging travel, transport and accommodation

Provide general support to visitors.

Carry out administrative duties, such as filing, photocopying, and scanning.

Organize travel arrangements for managers.

Writing letters and emails on behalf of Territory Managers and Site Lead. Handling sensitive information in a confidential manner.

Coordinate office procedures, reply to email, telephone, or face-to-face enquiries.

Resolve administrative problems, receive, sort, and distribute the mail.

Photocopy and print out documents on behalf of other colleagues.

Organizing events and conferences.

Ensured the long-term prosperity of the business in line with the agreed key performance indicators through:

• Cross selling of the bank's products and services
• Ensuring correct transaction capturing procedures are maintained in cash withdraws and deposit taking, in line with ABC service level agreements
• Performing direct supervisory responsibilities for front Office staff

Ensured good levels of customer service.

• Management and coordination of the retention process of customers through ensuring good levels of customer service.
• Reviews understand and consistently applying the Bank's ALM policy.

Managed Human Resources.

• Training, development, appraisal, mentoring, and coaching of Customer Service Officers and Bank Concierge.
• Management and support for Customer Service Officers, in cooperation with other departments.

Provided a comprehensive first point of contact service to customers, effectively answering a wide range of queries via a variety of communication mechanisms (face to face, telephone, email, etc).

Achieved and delivered quality advice, recommendations, and solutions to customers.

Continually identifying opportunities for improvements intended to grow the reputation of the unit's service and proposition

Consistently monitor the competition's Unit Trusts, Capital and Debt market products and services to match the unit's offering with client needs

Took ownership for, and delivered individual retention, sales and revenue targets as assigned by the line manager or Head of Department

Maintained and ensured the unit's Complaints Register were resolved and pending issues were escalated to the line manager in a timely manner

Maintained all the records relating to all funds' dealings with the stockbrokers, banks, custodians and all other counterparties

Maintained and captured all client fund transactions in the system and ensured that the system is always up to date daily

Provided confirmations of receipt of funds to clients

Prepared cheques and transfer instructions for clients making withdrawals

Ensured that client and fund management fees, share and bond prices, etc

The data were accurately captured and maintained in the system.

Maintained an efficient filing system for all client account (Know Your Customer documents as per bank policy) and transaction (Subscriptions and Redemptions) records

Manage office supplies stock and place orders

Prepare regular reports on expenses and office budgets

Maintain and update company databases

Organize a filing system for important and confidential company documents

Answer queries by employees and clients

Update office policies as needed

Maintain a company calendar and schedule appointments

Book meeting rooms as required

Distribute and store correspondence (e.g., Letters, emails and packages)

Prepare reports and presentations with statistical data, as assigned

Arrange travel and accommodations

Schedule in-house and external events