ROLES AND RESPENSIBILITIES -
Business Queries, Follow-ups, Updates & Onboarding

Objective To ensure timely communication with business partners, clients, and prospects.

Procedure
Receive business inquiries.
Record inquiry details.
Assign responsible personnel.
Conduct timely follow-ups.
Provide regular updates.
Coordinate onboarding activities for current clients or business partners.
Maintain communication records.
Ensure all commitments are completed within agreed timelines.
Business Tracker Management Objective To maintain accurate records of business activities and follow-ups.

Procedure

Update the Business Tracker daily by recording:
Recent inquiries
Follow-up status
Meeting updates
Client responses
Pending actions
Completed tasks
Responsible employee




Next follow-up date

The tracker should be reviewed daily to ensure no follow-up is missed. 3. Payment Follow-ups

Objective To ensure timely collection of outstanding payments.

Procedure
Monitor pending payments.
Maintain payment records.
Send payment reminders before due dates.
Follow up through calls, emails, or messages.
Update payment status after every communication.
Escalate overdue payments to management when required.
Coordinate with the Accounts Department until payment is received.

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Business Development Manager Bdm Haldwani
🏢 Vridhi Consultants
📍 Haldwani