Secretarial Duties-Schedule and send invitations for meetings to the directors
Coordination: Coordinate daily with Salespersons, CM team, CP team, Accounts, and HR to arrange 2-3 meetings per each Director & Chairman .
Documentation
Client Coordination: Provide clients with meeting locations or Google links for meetings with Directors as needed.
Schedule and coordinate at least one meeting daily to meet the monthly target.
Implement strategies and support functions to achieve the set sales targets consistently on a monthly basis.
Sales Support Duties
CRM Alerts Management: Review and clear 30 to 40 CRM alerts for Directors daily.Lead Notifications: Inform Directors of new leads and ensure prompt follow-up.
Proposal Preparation: Prepare 2 to 3 proposals for business setup inquiries.
Compliance and Agreements: Conduct compliance checks and draft service agreements for business setup.
Authorization Coordination: Coordinate with third parties or partners for authorization letters and relevant details.
New Order Form (NOF) Preparation:
Daily CRM Updates
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