- Responsible for taking customer or client calls and offering financial answers to their difficulties and intimating sales with potential customers over the phone.
- Responsible for assisting consumers or clients with financial purchases.
- Provide assistance and solutions to the customer regarding financial products and must speak with your supervisor or team leader to resolve any financial difficulties.
- Provide excellent customer service.
- 5. Eager to gain new talents and should have interpersonal, Research and Record Keeping Skills.
Key skills:
- Must Know English and at least one south language ( Kannada, Telugu, Tamil, Malayalam,
- Effective communication abilities.
- Computer Literate.
At least 1+ year of Prior experience as a Tele caller or similar in the Banking or Finance sector.
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Who We Are:
HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. Our goal as a business is to create a sustainable, powerful, “all things marketing” operating system that creates limitless opportunities for our customers. With 60,000 customer base, we need people like YOU to help us grow and scale even further in the coming years.
We currently have 850+ employees worldwide, working remotely as well as in our headquarters, which is located in Dallas, Texas.
Our goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and, above all, encourage a healthy work-life balance for our employees wherever they call home. At HighLevel, we require our team members to be on camera for all customer, peer and supervisor interactions.
Who You Are:
You are looking for an opportunity to bring your customer centric approach and thinking to an impactful role that allows you to perform various administrative and support tasks, including answering customer emails, chats and text messages, scheduling customer meetings, greeting customers and managing our video conferencing community room/lobby, in addition to tracking and maintaining customer entry logs and call queues. You will be a client facing facilitator to our team for intake of customers and well as following our culture and performance standards.
You are comfortable assisting team members in a high-performance, high-accountability environment, and will leverage your excellent communication skills and working knowledge of time management, organization and administrative skills to support our customers and teams.
To be successful in this role, you will be confident, efficient, energetic, positive and optimistic while navigating a high-demand “virtual” room of customers and team members. You are the first impression for our customers to welcome, engage and field customer questions and inquiries directly to our representatives. Strong collaboration, time-management and prioritization skills are critical to the success of this role. At HighLevel, we require our team members to be on camera for all customer, peer and supervisor interactions.
What You’ll Be Doing:
- Duties to include: greeting customers, updating the call queue, managing lobby, responding to SMS and email; in addition to building templated customer accounts information when needed
- Answers video calls, chats and emails and will schedule appointments with team members
- Organizes workflow and appointments by reading and routing correspondence, collecting customer information, and managing assignments to keep the team accountable via CRM
- Create best practices on waiting room etiquette and maintaining a great zoom room environment
- Enter data into spreadsheets or update office calendars
- Answer and route customer phone calls and oversee transfers
- Assist and send reviews for customers to complete and score/rate their customer experience
- Monitor and logging all systems and customer data to ensure they are up and running properly and timely service is provided
- Assisting and prioritizing at-risk and urgent customer needs in a quick fashion
- Responsible for pipeline organizing and creating task reminders for the team
- Increase your product knowledge and skills by participating in department meetings and trainings
- Other duties may be assigned and/or modified as business needs change
What You’ll Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience/Education/Certifications Required:
- Graduation required
- Prior experience as a receptionist, scheduler, administrative/clerical assistant or relevant role preferred
- Knowledge of online calendars and scheduling (i.e. Google Calendar) preferred
- Experience answering high call volume calls and solving customer’s needs preferred
- Excellent phone, email and instant messaging communication skills
- Organization skills to keep accurate records and find important information quickly
- Time management skills to prioritize and complete a side variety of tasks throughout the day in a fast-paced environment
- Patience and listening skills to respond appropriate and interact positively with customers
- Interpersonal skills to create a pleasant experience for all customers, such as being personable and attentive
- Emotional intelligence with the ability to adjust your communication style based on the nature of the call
- The ability to build lasting first impressions and relationships with customers
- Ability to work from home and “camera ready”, which requires a quiet workspace with little to no distractions
- Reliable high speed internet/wifi connection at home with little to no interruptions
- Availability to work a flexible schedule which may include mornings, nights, weekends, and holidays
- Knowledge of HighLevel products and services preferred
- Intermediate MAC computer skills including use of multiple monitors and applications
- Basic knowledge of the following applications preferred: Google Suite, Zoom, Slack, Excel, Spreadsheets, MAC, etc.
EEO Statement:
At HighLevelwe value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way!
Job Summary:
To provide sales and marketing support in building a pipeline of leads to meet business plans, quotas and company objectives. Responsible for generating leads or data (Raw Data) using thorough research using the different portals and do verification before handover to the Sales team.
Responsibilities:
● Research leads or data using the different portals and verify it
● Find information about decision makers like email, phone, requirement
● Qualify the data by running verification on each data
● Familiar with tools such as Lusha, lead magnet, Linkedin, clutch
● Provide accurate data to the sales team for further approach
● Develop a strong database for the sales team to build a sustainable sales pipeline
Qualification / Skills:
● 1 year of prior experience in data gathering or lead generation in IT Service base
company
● Must have a proven track record in collecting data through various channels like LinkedIn,
clutch, Business portals, ad portals, region-wise local platform, google
● Must have experience in qualifying the data for sales-ready approach
● Proficient in Excel, CRM, Office
● Experience in working with USA and Canada region
● Proven track record in maintaining a strong database
● Email marketing and cold calling skills add a bonus
- Roles & Responsibilities
- Job Purpose:
- To manage the store operations of the respective store efficiently and run it as a successful unit through effective stock management, visual merchandising and achieve the desired sales targets while ensuring the customer service of highest standards.
- Job Context & Major Challenges:
- A store manager has to manage the storel operations, and at the same time achieve the sales target within a stipulated budget allocated for the store. The store manager has to manage the relationship with the visual merchandising team, projects ,HR ,buying team to ensure that the upkeep training, recruitment, the maintenance of the store are proper, and has to report to the regional manager .
- The major challenges of the jobholder are:
- Lack of responsibility shown by the CCAs after few months of recruitment, low discipline levels • Screening of right candidate for accurate hiring
- Consistency of the sales inspite of daily challenges
- Consistency in delivery TC Experience daily
- Inventory management
- Rostering / people management / grievance
- Accountabilities
- Establish rapport with potential and actual customers on a daily basis • Ensure clean and safe environment for the customer
- Ensures Daily capture of customer information & Bill linking – identify gaps and suggest improvement
- Looks into pattern of information and draw inference on customer types /likings/trends /quality of information captured
- Thank you cards / Calls – process adhered to ( Tracking and ensuring business results and quality call outs
- Ensure every customer gets TC delight 100% adherence of experience delivered
- Ensure that customers become repeat customers once they enter the store.Personally develop relations with top 50 customers of the store • Track customer sales closely across segments /types on a weekly basis • Supervise customer needs and looks at new ideas to delight.
- Performance chats on a monthly basis with individuals
- 24 hours resolution for crew grievance /if escalation to close within 7 days
- Take the initiative at the store level to improve the employee engagement
- Ensure Development plan for Coache’s and their teams is managed well on a quarterly basis..
- Appraisals – Quarterly chats on performance as per KRA
- Ensure there is development plan prepared for all store
People Management
Motivate the staff during the morning briefing about daily sales targets • Rostering , Schedule shifts and ensure punctuality of staff
HR Overview
- Screening for New hires as per Evaluation matrix
- Closure of timely recruitments
- Monthly StoreTraining Calendar adhered to , and gaps are filled on a monthly basis
- Weekly Audits and check on understanding on new joinee training • Ensure 100% adherence that every customer get TC Delight - manages evaluations and trainings for the team - issues with customers sorted within 24 hours - Observes coaches and ASM and take inputs for their Teams - Training needs identified and discussed with L&D for resolution
Visual Merchandising
- Implementation of the plan along with the VM champ
- VM changes at the suitable times in the store
- Replenishment of stocks on the floor
- Ensure VM Guidelines are met before store opening and during the day • Ensures daily actions are taken on VM opening checklist
- Window Maintenance – Ensures standards are met – does a walk thru twice a day
- Gives feedback on sections before pictures are taken and sent to HO • Display change – ensures activity done and time lines adhered to • Fixture maintainace –ensures problems are timely fixed.
- New GTM Window installations – timely done
- Track sales from merchandise going to stylists
Standard Operating Procedures
- Ensures that store opening/closing standards are followed properly,if gaps helps improve system
- Drives Store PnL
- Responsible for personnel planning, work hours, store / team holiday plan
- Inventory management and planning for each product category • Drives Store CRM Managements
- Ensure Timely closure on MIS / Reports Etc Ensure that the housekeeping staff follows the checklist properly
- Control mechanical maintenance of lights, air-system, electrical equipment
Accountabilities
- Reports property damage, request needed repairs within company time frames
- Conducts monthly meetings with different stakeholders
- Ensure proper installation of signage display façade properly cleaned • Daily Counts – Supervision of accuracy and timely reports sent. • Inward /Outward – Resigters maintained ,weekly supervision on dispatch / signs off on compliance
- Manages External Relations –Landlords / Mall team/ vendors
Cost Management
- Schedule the expenditures for the month(petty cash management)
- Follow the preventive maintenance schedule to reduce the costs
- Maintain the safety, energy consumption, and expenses reports
- Control costs incurred on the services provided by the vendors
- Control cash deposits and submission of credit slips on a daily basis
- Maintain records pertaining to customer discounts, schemes
- DMS – Supervision of DMS entry weekly and sufficient funds for store to run
Achievement of sales targets
- Explain & drive the sales targets to Managers on a daily basis • Coordinates with RM on Monthly Targets
- Contribute to the team efforts for accomplishing desired results by setting objectives and directions for KPI’s ,category revenue, competiton analysis,market trends
- Analyze sales very 3 hours to better daily performance
- SMS to be sent to the RM as required
- Motivate store team to achieve daily targets
- Understand Business on a MTD/WTD/FTDbasis and briefs coaches .
Shrinkage control
- Ensure the global count is done accurately on a daily basis and reports sent to HO
- Ensure that nobody from the staff indulges in pilferage and other activities
- Co-ordinate with security guard & staff to keep a watchful eye on customers
- Anticipate problems & preempt them by coming up with creative solutions
- Constantly identifies areas of improvement, takes initiative to drive them
People Management- Demonstrates ability to holistically monitor various HR analytics like workforce planning, staffing levels, engagement scores, salary costs, attrition levels
Competencies- Works with individuals to identify areas of development, works to improve them
Work Standards- Sets standards for excellence to achieve a high level of quality • Accepts responsibility of outcomes of one’s work; admits mistakes and refocuses efforts
Provides encouragement and support to others in accepting responsibility; does not accept others’ denial responsibility without questioning
Raises the bar and repeatedly encourages the team to continually improve. Allocates appropriate resources to get the work done • Provides clear, thorough & timely feedback on work performance to individuals.
Gets Results- Raises the bar and repeatedly encourages the team to continually improve. Allocates appropriate resources to get the work done • Provides clear, thorough & timely feedback on work performance to individuals
Customer Relations- Works to educate the customers so that they are fully aware of products Establishes good interpersonal relationships by helping people feel valued
Handles upset customers by hearing the customer, empathizing, apologizing, and taking personal responsibility for resolving customer problems/issues
Team Work- Builds strong teams that capitalize on differences in expertise, competencies
Champions collaborative team working across departments/ functions • Proactively works with colleagues to develop solutions to their issues
Responsibilities Include:
• Calling the leads provided in the CRM and understand their requirements of career up-skilling and pitch the right course as per their needs.
• Consistently achieve revenue targets in line with team/organizational objectives.
• Proactively identifying cross-selling/up-selling opportunities with existing customers.
• Identifying references through the existing customer base to increase the sales pipeline.
• Should be maintaining all customer interactions in the CRM.
• Should have decent exposure working with any CRM like Salesforce, Zoho, etc.
• Managing all pre-sales to post-sales support activities for the assigned leads.
• Follow up on leads and conduct research to identify potential prospects.
• Consistently achieve revenue targets in line with team/organizational objectives.
• To understand customer requirements in the geography assigned and future product portfolio improvement based on past customer feedback.
Skills Preferred:
• Excellent spoken and verbal skills
• Ability to plan and execute
• Ability to persuade and negotiate
• Ability to work under stress
• Ability to work in a team
• Fast-learner, keen on details, and self-motivated
Roles & Responsibilities:
- Responsible for handling enquiries and getting the enrollments done over the phone.
- Performing counseling & career guidance to working professionals via phone.
- Responsible for converting prospects into Enrollment.
- Responsible for resolving queries related to the course offered.
- Responsible for maintaining day to day reports as required.
Key Skills Required:
- Must have effective communication skills & convincing power.
- Should be comfortable for telesales/ inside sales
- Should have relevant experience in telesales/ inside sales.
- Should be at least graduate.
- Find prospects and leads for our B2B SaaS product
- Investigate leads and find out about them as much as possible before contacting
- Consult with the sales and marketing team to ensure the efficiency
- Identify the most important sales KPIs
- Track and monitor your work
- Learn details about our ZONE product
- Understand all the prospect's needs, problems or wants
- Explain how our solutions align with their pain points
- Identify buyer persona profiles
- Prepare and present reports when needed
- Attend sales educational events and seminars
- Stay up to date with the latest sales trends and best practices
- Report to the management team
● Identifies business opportunities by identifying prospects.
● Sells products by establishing contact and developing relationships with prospects;
recommending solutions.
● Outbound calling on data collected through lead generation activities / secondary data sources.
● Daily follow-ups on older leads and work on new leads.
● Maintains quality service by establishing and enforcing organization standards.
● Must be energetic, well-spoken, eager to close sales deals and generate revenue for the organization.
Humain Health, one of the fastest growing brands in the diagnostic industry, is looking for young and motivated Business Development Executives Inside Sales, to build on the growth momentum.
Responsibilities :
1.Assist customers in sale of diagnostic tests, health packages and other healthcare services on phone .
2.Spread awareness for preventive health checkups, and up-sell preventive packages to meet revenue targets
3.Fully responsible for meeting and exceeding targets as assigned periodically
4.Reaching productivity that meets job standards, while working with speed and accuracy
5.Flexible, able to shift priorities to accommodate changing demands.
6.Ensure no losses or errors occurred while assisting customers
Work towards ensuring zero cases of mis-selling / fraud in the processes
7.Responding in a timely and effective manner to all internal communication.
8.Adheres to and supports company policies and practices
9.Report customer feedback to manager, to help increase the efficiency of our campaigns
Skills:
1.Strong empathy for customers and a hunger for growth
2.Min of 1 yr of experience in direct customer sales
3.Excellent communication
4.Languages: Punjabi,Gujarati,Marathi
- Identifying and establishing contact with potential customers proactively and following up sales leads to generate sale.
- Responding to sales and service enquiries from new and existing customers.
- Negotiating the as per agreement terms and closing sales. Meet the Prospects and convert into business
- Achieving sales targets on weekly and monthly basis
Responsibilities:
- Ready to take initiative
- Highly innovative, proactive and should operate efficiently under minimal supervision Well-presented, polite and tactful
- Can handle customer feedback and have patience while pitching for sale conversion
Required Experience, Skills and Qualifications
- Any graduate / Post graduate with MBA in Marketing as specialization
- Graduation Must.
- Candidates with 0 - 1 years of experience in Direct Sales, Ad sales, Online Sales or related work experience would be an added advantage.