Team Lead
1 week ago
Job Description
- Tracking and updating daily attendance
- Ensuring agents have all the tools they need to perform their tasks.
- Giving visibility to all agents regarding their performance
- Designing and implementing effective coaching interactions to ensure proper development and improvement of all agents.
- Performing necessary call audits to ensure required processes are being followed.
- Generating daily reports to track performance.
- Attending business review meetings with manager and/or clients when required.
- Maintaining client informed in any eventuality that affects operations.
- Handling all administrative tasks in a timely manner (HR, payroll, attendance, IT tickets, AFI)
- Maintaining team's coherence, morale, and overall efficiency by building rapport with all team members Process Knowledge
- Policies, process, procedures, confidentiality, business ethics, transaction flow, transaction scripts, documentation requirements, etc.
- Generate MIS and provide analysis and insight to business. Product Knowledge
- Awareness of any updates regarding client's app or web portal.
- Review any new training material if any new product is to be implemented.
- Intermediate knowledge of financial terms related to U.S. investment processes
Technical Competencies: (Job related)
- High proficiency in using computers.
- Knowledge of operating systems.
- Good knowledge of mobile devices and computers.
- Experience with web browsers (MS Edge and equivalent) and mobile applications.
- Intermediate Level knowledge of CRM, and other applications
- High knowledge of Microsoft Excel
Soft Skills: (Job related)
- Strong Oral & Written skills (English)
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