Guest Relations & Customer Experience
Welcome and attend to customers visiting the site.
Ensure a professional and warm experience for all walk-in customers.
Understand customer requirements and coordinate with the Sales Team for further assistance.
Maintain accurate records of customer visits and interactions.
Coordinate with the Sales Team to ensure timely follow-ups.
Handle basic customer queries and ensure appropriate escalation wherever required.
MIS & Reporting
Maintain daily, weekly and monthly MIS related to customer visits, leads, site visits and sales activity.
Ensure accuracy and timely submission of all reports.
Track walk-ins, site visits, follow-ups and conversions.
Prepare regular reports for the Site Head / Business Head.
Maintain and update customer databases as required.
CIF Form Management
Ensure accurate and complete filling of CIF forms for customers.
Verify customer information and required details before submission.
Ensure all mandatory fields and documentation are completed correctly.
Maintain proper records of completed CIF forms.
Coordinate with the relevant internal teams for any missing or incorrect information.
SFDC Management
Ensure timely and accurate entry of customer and lead information in SFDC.
Update customer interactions, site visits, follow-ups and other relevant activities.
Maintain data accuracy and ensure there are no pending or incomplete updates.
Monitor assigned leads and coordinate with the Sales Team for timely action.
Generate relevant reports from SFDC as required.
Coordination & Administration
Coordinate with Sales, CRM and other internal teams to ensure smooth customer handling.
Maintain proper documentation and records.
Support the Site Head / Business Head with regular MIS and administrative requirements.
Ensure adherence to company processes and customer handling standards.