Relationship Manager

1. Reception & Meeting Coordination

Reception Management:

Welcome and attend to all visitors, guests, patients, and clients arriving at the office

in a polite and professional manner.

Inform the concerned person or department immediately about the visitor's arrival.

Ensure that the Visitor Register is properly filled out and maintained in English.

Maintain a proper record of all visitors coming to the office.

Meeting Arrangements:

Ensure the meeting room is clean and presentable before every meeting.

Arrange water, tissues, notepads, pens, and other necessary items in advance.

Check all housekeeping arrangements, including empty dustbins and clean floors,

before the meeting starts.

Offer water, tea, or coffee to guests whenever required.

Ensure smooth arrangements before, during, and after meetings.

After every meeting, check and reset the meeting room for future use.

2. Dealer Onboarding and Registration

1. Explain the earKART business model to new dealers.

2. Share the Terms & Conditions over email and obtain their acknowledgement.

3. Guide dealers to download the earKART Dealer App from the Play Store and

complete their online registration.

4. Inform dealers about earKART charges, including Lead Consultancy Charges and

Conversion Charges.

5. Once the dealer has registered, verify all uploaded documents and ensure that the

required documents are complete.

6. In case a dealer does not have a GST number, send an email regarding the same.

7. After receiving all the required documents, update the KYC status to Uploaded.

8. Once the dealer is registered, inform the Calling Team through email and update the

new dealer's details in the WhatsApp group.

9. Inform dealers about the new Free Visit Campaign.Repair Coordination:

Record the details of every hearing aid received at the office for repair in the Repair

Sheet.

Send the repair details to the Logistics Department for further processing

2. Data Management, Reporting & CRM Activities

Update the Master Sheet regularly (MS Teams > Calling Team Master Sheet > Files >

Master Sheet 2025).

Prepare the Daily Sales and Visit Report and share it with the Finance Department.

Prepare the Daily Productivity Report.

Prepare the Insurance List and share it with the Insurance Company (Piyush).

Prepare the Benefit List and share it with the Logistics Department (Naveen).

Maintain daily invoices in MS Teams (MS Teams > Calling Team Data > Files >

Invoice).

Cross-verify invoice MRP with the Audiology Department.

Prepare and maintain the Incentive Sheet.

Prepare Monthly Sales and Visit Reports.

Maintain data related to different campaigns.

Coordinate and follow up for Dealer Status Change approvals/pending requests in

CRM.

Assign leads through CRM.

Transfer leads through CRM as required.

Export data from CRM for reporting and analysis.

Communicate with patients and dealers through email whenever required.

Calculate and maintain Team Incentives.

Check daily that appointments, visits, no-shows, rescheduled appointments, and sold

cases are properly updated in both CRM and the Master Sheet.

4. Stationery Management

Any employee requiring stationery must fill out a requisition form.

Issue stationery items after receiving the request.

Regularly check stationery stock levels and place orders whenever required to avoid

shortages.

Prepare and share a Monthly Stationery Issue Report at the end of each month.

5. Housekeeping Coordination

Supervise all office boys, who will report directly to you.

Prepare a Monthly Cleaning Chart for both the Pantry and Office.

Ensure the following cleaning activities are performed daily:

o Washrooms, cabins, and dustbins must be checked and cleaned three times a

day.

o Monitor housekeeping supplies, including tissues, cleaning materials, and

other essentials.

o Ensure sweeping and mopping are completed every morning without fail. Coordinate the daily tasks of office boys and ensure that cleanliness standards are

maintained throughout the office.

6. New Joiner Arrangements (Outstation Employees)

For new joiners travelling from outside the city, make the necessary arrangements for:

Hotel accommodation.

Train and flight ticket bookings, as required, for new joiners and candidates

travelling for joining or interview purposes.

Other travel arrangements, wherever required.

Hotel Details:

Hotel Name: Hotel Ascent Biz

7. Guest & Patient Register Management

Maintain a Guest/Visitor Register for everyone visiting the office.

Ensure that a separate Patient Register is properly maintained whenever patients

visit the office premises.

Ensure all required visitor and patient details are entered accurately in the

respective register.