Job Description

dministration:


Perform accurate data entry, compilation, and saving of client documents and client
files.

Ensure CRM/Client files are kept accurate, current, and up to date.

Provide support to TAP Support with administration-related tasks.

Capture and record client needs analysis information correctly in Planolitix, Client
Worksheet, and the TAP CRM.

Ensure accuracy in completed outsourced administration tasks and report errors when
they occur.

Document all administrative processes and communicate changes and developments to
other team members
Assistance to Clients:


Assist clients by pre-loading application forms to streamline the application process.
Competencies Required

Quality & Accuracy:


Ensure work quality adheres to company standards.

Provide accurate and concise data entry for the Advisor, including reports relating to
Planolitix, Client worksheets, quoting software, and Client applications.
Attitude, Work Ethic, and Teamwork:


Work effectively as a team member towards achieving team goals.

Demonstrate appropriate work ethic consistently.
Initiative & Problem Solving:


Demonstrate initiative by providing suggestions and implementing changes as
appropriate to the job level.

Ensure documents are clear, complete, and compliant upon submission to insurance
and investment providers.
Time Management/Flexibility & Multitasking:


Manage workloads within appropriate timescales.

Utilize TAP CRM Tasks effectively to manage workflow.
Professionalism:


Behave in a professional and ethical manner at all times, reflecting the appropriate
company image.

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹50,000.00 per month

Benefits:

• Provident Fund

Schedule:

• Day shift
• Monday to Friday
• Morning shift

Supplemental pay types:

• Yearly bonus

Experience:

• total work: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Language:

• English (Required)

Work Location: In person

Speak with the employer
+91 7814188023