8 Client Queries Jobs

Presales Executive Experience: Freshers to 1 Year Mandatory Skills: Presales, Bid Management, Proposal Making Domain Knowledge: BFSI (Banking, Financial Services, and Insurance) Job Responsibilities: Respond to RFPs, RFIs, and Client Queries: Craft compelling and accurate responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and various client inquiries, ensuring all requirements are met. Bid Management: Take ownership of the bid process from initiation to submission, coordinating all necessary inputs and ensuring adherence to deadlines. Proposal Writing: Develop well-structured and persuasive proposals that highlight our solutions and value proposition to potential clients. Stakeholder Coordination: Collaborate effectively with internal teams and different stakeholders to gather information and ensure the timely submission of all responses. Presentation Preparation: Create impactful presentations for products and tailor them to specific customer requirements, showcasing our offerings effectively. Competitor Research: Conduct thorough research on competitors to understand market trends, competitive landscapes, and identify opportunities. Data Repository Maintenance: Maintain and update a common repository of data, ensuring information is readily accessible and accurate for future use. Minimum Qualifications: Bachelor's degree in Marketing, Business Administration, or a related field. Demonstrated success in executing large-scale events, preferably within the technology or financial sector. Experience in digital marketing, including the creation of digital assets such as explainer videos and brochures. Familiarity with CRM and event management software. Excellent project management and team leadership abilities. Ability to travel as required for event participation and management.

Position Overview: We are seeking a dynamic and organized individual to join our team as an Office & Sales Executive . This dual-role position combines administrative support with active sales responsibilities, ensuring seamless operations and the growth of our client base. Key Responsibilities: Office Administration: Quotation Management: Prepare and process accurate quotations for clients, ensuring timely delivery and follow-up. Cross-Department Coordination: Collaborate with sales and procurement teams to gather necessary information and ensure smooth workflow. Record Maintenance: Maintain accurate records of quotations, approvals, and related documents. Administrative Support: Assist in general office tasks such as filing, data entry, and correspondence to ensure efficient office operations. Sales & Client Relations: Lead Generation: Actively seek out new sales opportunities through cold calling, networking, and social media. Client Engagement: Meet with new and existing clients to understand their needs and build strong relationships. Revenue Generation: Develop and execute sales strategies to meet and exceed sales targets, contributing to company revenue growth. Market Research: Conduct market research to identify selling possibilities and evaluate customer needs. Sales Presentations: Prepare and deliver appropriate presentations on products and services to potential clients. Deal Negotiation: Negotiate/close deals and handle complaints or objections to maximize company profits. Qualifications: Skills: Proficiency in Microsoft Office Suite and CRM software Excellent communication and interpersonal skills Strong organizational and time management abilities Ability to work independently and as part of a team

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Equity Dealing/ Trading, Good understanding of F & O, Algo Trading, Knowlegde of Investment Products Location-Surat,Ahmedabad,Bengaluru,Chennai,Mumbai,Hyderabad,Kolkata,Pune,Shimoga,Trivendrum, Delhi, Vadodra

Role Purpose The purpose of the role is to support process delivery by ensuring daily performance of the Production Specialists, resolve technical escalations and develop technical capability within the Production Specialists. Do Oversee and support process by reviewing daily transactions on performance parameters Review performance dashboard and the scores for the team Support the team in improving performance parameters by providing technical support and process guidance Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Ensure standard processes and procedures are followed to resolve all client queries Resolve client queries as per the SLAs defined in the contract Develop understanding of process/ product for the team members to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by monitoring compliance with service agreements Handle technical escalations through effective diagnosis and troubleshooting of client queries Manage and resolve technical roadblocks/ escalations as per SLA and quality requirements If unable to resolve the issues, timely escalate the issues to TA & SES Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Troubleshoot all client queries in a user-friendly, courteous and professional manner Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract SLAs Build people capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Mentor and guide Production Specialists on improving technical knowledge Collate trainings to be conducted as triage to bridge the skill gaps identified through interviews with the Production Specialist Develop and conduct trainings (Triages) within products for production specialist as per target Inform client about the triages being conducted Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Identify and document most common problems and recommend appropriate resolutions to the team Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback, NSAT/ ESAT2Team ManagementProductivity, efficiency, absenteeism3Capability developmentTriages completed, Technical Test performance Mandatory Skills: SDET. Experience: 5-8 Years.

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: Institutional_Finance_Buy_Side_Others. Experience: 3-5 Years.

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: Payroll (Payroll Services). Experience: 1-3 Years.

Position: Associate-Helpdesk (Portuguese, Spanish & English-speaking) Job Location: Pune, India Work Mode- Hybrid Shift Time- Rotational Shifts including nightshifts Our journey Sakon offers a SaaS platform and services to optimize enterprise mobility expenses, lifecycles, and support. Integrating data from carriers, HR, MDM, and Finance, it streamlines workflows, provides insights, and ensures accurate reporting. Features include invoice auditing, lifecycle management, 24x7 support, and seamless ServiceNow integration. Additional services like MDM administration and BYOD management enhance operations, driving savings and efficiency. Manage mobile investments confidently with Sakon. Learn more at www.sakon.com. The Value We Deliver SAKON empowers employees with self-service and real-time updates via a branded portal, app, email, chat, or ServiceNow. It streamlines policy management, optimizes costs, addresses usage issues, and integrates data from carriers, MDM, HR, and Finance. SAKON delivers insights, ensures compliance, and drives efficiency across mobile inventory and expenses. Our Vision Sakons vision isto be the leading enterprise communications SaaS Platform and services provider. We will continue to foster and develop a culture that values: Innovation: At Sakon, we foster creativity and curiosity by asking our employeesto think big to dynamically improve our products and services. Execution: We encourage employeesto take calculated risks and strive for excellence. We have an unrelenting drive for results. Customer Focus: We start by listening and then execute flawlessly to delight our customers. We meet our commitments to our customers and to each other. Integrity: Above all else, we act honestly and ethically and take responsibility for ourselves and our actions. We are transparent in our decisions. Diversity: We value diversity by celebrating each of our unique talents, abilities, and backgrounds enabling us to create a culture of inclusivity. Role Overview/Your Impact 1) This role will handle and take ownership of multiple customer support activities to include receiving incoming calls, chats, emails &tickets to provide end-to-end Technical and general support resolution to the end user. 2) Will interact with mobile phone carriers & other departments to resolve mobile servicerelated issues. 3) Adhere to the business rules & policies as dictated by Sakon and The Client in the joint operations document. 4) Ensuring SLAs and KRAsmeet day to day, month to month. What Does the team do The Mobility Support Desk is the centralized support hub that bridges the gap between client employees and technical solutions. Its the first point of contact for users facing issues with technology, software, or services. What will you do We are looking for Portuguese/Spanish & English-speaking candidate to support our SaaS product (Mobility Practice) 1) Determine the issue, research, and follow-up steps, as necessary for resolution of issues 2) Answer incoming calls & chats. 3) Troubleshooting device and networking issues reported by the users, acting as a liaison between customers, mobile carriers, client policy and internal Sakon teams to provide accurate and timely resolution. 4) Working customer service/tech support via incoming phone calls, email and chat. 5) Identify and assist to resolve all issues identified during regular operations. No scripts are used. You must be able to think on your feet and ask the appropriate questions to identify and resolve the issue as it arises. 6) Ticketing all calls, chats and email support in English and Portuguese/Spanish 7) Review deliverables ofsupport team members and provide the required support and guidance to ensure timely deliverables to client. 8) Communicates escalations/ issuesto Managers in a timely manner, ensuring that all communications are professional and accurate. 9) Act as a single point of contact for managing the communications with the client. Our Expectations 1) We are looking for Portuguese/Spanish & English-speaking candidate to support our SaaS product (Mobility Practice) 2) Candidate should be willing to work in 24/7 rotationalshift. 3) Extremely organized with an appreciation for process and documentation 4) A team player who thrives in a kind and collaborative environment. 5) Ability to quickly learn how to troubleshoot devices and step by step instructions. 6) Identification, prioritization and resolution ofreported problemsthrough various 7) mediums (platform, emails, calls, chats] and responsible forthe closure of request with the specified SLA. 8) Working closely with the international telecom carriers/ service providersto resolve the requests and incidents raised by customers. 9) Technical Support experienced highly regarded. The SAKON Spirit At Sakon, teamwork and excellence define our culture. Our diverse team of engineers, telecom experts, and CPAs share a passion for innovation and service. Driven by collaboration, our global teams deliver exceptional customer experiences, combining technical expertise with a human touch to achieve great results with enthusiasm and care. Benefits and Perks Flexible Holiday Policy (choose your own holidays) Hybrid Working Options Life & Medical Insurance Focus on Skill Development, Re-imbursement for Certifications Wifi-Mobile bill reimbursement Employee well-being activities How to Apply and Interview Process To apply, kindly share the resume with rohit.tavar@sakon.com If your profile is shortlisted, you will be invited to complete a communication test followed by interviews. Interview Process Communication Test Level 1 operations/ Technical Round Level 2 operations/ Technical Round Level 3 operations/ Technical Round HRBP Round Salary discussion & Cultural fitment check Consent : We will be using your resume for job applications open with us for a full-time contract and will save them for future reference.

Communicating with clients via phone calls, emails - Identifying and resolving client queries Maintaining a detailed and accurate record of all client details and communications - Ensuring to respond to client queries in a professional and timely manner - Providing clients with relevant information on the products and services offered by the company - Identifying and making promotional/marketing offers to potential clients - Achieving the monthly/yearly targets - Performing on-site visits (optional) Location- Delhi NCR, Bangalore, Chennai, Pune, Kolkata, Ahmedabad, Mumbai, Hyderabad