• To approach sales employees for writing the minutes of their each meeting and make them dictate the minutes • Write minutes in SCR • To take notes from Branch Head on the outcomes of his daily meetings with the customers/employees in the branch or meeting done during visits while on tour • Take notes on phone if some employee or the Branch Head is on tour and to record the outcomes of ones meetings and write in SCR • To do the above activities on daily basis so that the best information is captured and nothing is missed out as the things are fresh in ones mind on the same day • To ensure that all this information is loaded on daily basis on SCR format or on any other company provided platforms • To do timely and required correspondence with customers/HO or within the branch on behalf of team • To prepare proposals on behalf of the sales persons • Maintain accurate documentation and files • To do proactive communication with all the concerned and close the loop proactively • Prepare MIS reports, Monthly reports etc as desired by Branch Head & Head Office • Upload the data in SMS (Sales Management System) as required by Head Office |