Bachelor of Science Major in Management Accounting
Liceo de Cagayan University
Liceo de Cagayan University
• Call clients/leads and try to convince them to apply for our tax refund services and do the process with us then input clients data over into our system.
• Collect and prepare clients necessary documents.
• Answer phone calls and inquiries that clients might have.
• Use our system to assist clients and update them about their application.
• Make flyers using Canva and do some social media marketing by using Instagram and Facebook as platforms.
• Make monthly reports and do some email handling.
• Handles the job hiring process. Check on the applicants resume on a daily basis and sort them as prospects and non-prospects.
• Call candidates for an initial interview and then set them an appointment with our Boss for the final interview.
• Contributes to marketing strategy by leveraging social media to identify and acquire applicants and also clients.
• Answer calls for both applicants and clients.
• Make monthly reports and manage emails.
• Liaises with internal and external departments while being responsible for administrative duties in the managed property.
• Making monthly reports, record keeping, document filing and practicing due diligence.
• Helps the managed property to achieved its objectives and goals.
• Research and outsource for potential clients in various location through social media or any applicable campaign tools.
• Set meetings and appointments with prospect clients to promote financial services available in the company.
• Collate client's necessary data, document and create complete profile for reference of further processing.
• Analyze and assess clients' financial status and capacity.
• Forward completed profile to the company for further assessment and processing.
• Attracts potential customers by answering product and services questions, suggesting information about other products and services.
• Open customer accounts by recording account information.
• Maintains customer records by updating account information.
• Resolves product or service problems by clarifying the customer’s complaint; determining
the cause of the problem; selecting and explaining the best solution to solve the problem;
expediting correction or adjustment; following up to ensure resolution.
• Maintains financial accounts by processing customer adjustments.
• Recommends potential products or services to management by collecting customer
information and analyzing customer needs.
• Prepare product or service reports by collecting and analyzing customer information.
• Contributes to team effort by accomplishing related results as needed.
Content Writing Strategy creating keywords phrases to be used in creating an article or content.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Conducting an attempt to sell a particular product/service to the prospect in the initial conversation via telephones
Helping companies and online stores increase traffic, lead count, sales and grow through SEO.