Information about Outbound Calling (OC) Department

Organizational Chart

HOD – Mira

TM – Amy & Diana

CM – Anis

Role of OC Department

  • Planning for advisor activity
  • Ensuring advisor have enough activity
  • Advisor in managing client data

Planning for Call

  • PFC is the person leading advisor in terms of the planning their monthly activities. The objective is to determine appointment slot, client list and specify the purpose for each client.
  • PFC will assists advisor to filter the monthly client list and handover to Outbound caller after advisor review.

Outbound Caller

  • Upon receive the name from PFC, outbound caller is the person who will contact client to setup the appointment, date and time follow by google calendar invitation.

Client Management

  • Responsible to handle or update the latest information about client and to maintain the data in Master Client List.

Why OC

  • Plan appointment in a more efficient and effective way.
  • Supports for taking care all appointment and daily planning .
  • The (t&c) will be set accordingly.
  • Client can be identified according to their priority.
  • Reducing business expenses.
  • Better understanding on the importance of planning.