Duties & Responsibilities of Business Executive(10:00 am to 6:30 pm)

He/she is required to call the parties forwarded by the Customer Care Executive as per “Graphical presentation chart” on phone and maintained the record in these three sheets i.e.
i) Follow up sheet,
ii) Interested parties sheet and
iii) Matured parties sheet and update in “Daily calling report”, as per specimen given below, which should be forwarded with sheets to his/her Business Development Executive at the end of the day.

Following are the Guidelines:-

  • Calling work should be continue till 2:00 p.m.
  • Lunch time will be half an hour and start working till 6: 00 p.m. and complete his/her report.
  • He/she is required to call the follow up parties those are referred by the CCE.
  • He/she should give all the required information as per client’s need from the website & try to create their interest in the business as per training given to him/her.
  • The record should be updated in the sheet properly as per the status.
  • Recording of each connected call must sent on wp group as allotted
  • He / she must send the required details to the promised parties via whatsapp or mail, if any.
  • If any client become ready to apply, then transfer the case to the Business Development Executive for further steps.
  • Daily Activity report must send to the Business Development Executive positively at the end of each day.

Specimen of all sheets

S. No. Ld. No. Name, Mobile number, email id & name of the city Discussion Dates Next follow up date Remarks with Date and duration of calling
1 2 3 4 5 6
Date Extra activities of the day
From To
Daily calling report” of   (Name of Business Executive)  –     (Date)
Allotted as on ________ : F.B.: WhatsApp: Others:
Attended up to (Previous date ) : F.B.: WhatsApp: Others:
Attended Today : F.B.: WhatsApp: Others:
Added if any, today : F.B.: WhatsApp: Others:
Balance : F.B.: WhatsApp: Others:
S. No. Sheet Connected Recording Duration Not connected Grand Total
Sl. Nos. Total Sl. Nos. Total
1 Follow up            
2 Interested            
3 Matured