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JOB DESCRIPTION AND RESPONSIBILITY
KEY RESULT AREA(KRA) & KEY PERFORMANCE INDICATOR(KPI)

Accounting Sector

Account Co-ordinator

Introduction
Skills Ability
job description
job roles & responsibilities
KRA & KPI
KRA & KPI Mapped
Work Environment and Schedule
salary in India
Conclusion
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Introduction

The Job Role of an Account Coordinator sees them working closely with existing and prospective clients to discuss their needs and match them with products that will optimize customer satisfaction. Their priorities lie in generating sales leads, handling client complaints, demonstrating products, and supporting Account Executives.

Soft Skill, Technical Skills and Certification:

Soft skills

Technical Skills and Certification

Job description

An Account Coordinator is the primary medium of communication between a company and its customers. They should help the clients navigate the company’s services or offerings. they may even be responsible for creating and executing marketing plans designed to attract new clients as they work directly with the clients. Their core task is to make clients happy and satisfied.

Job Roles and Responsibilities

Key Result Areas(KRA)
Key Performance Indicator(KPI)

Sr. No

KRA

KPI

1

How many documents were prepared prepare, file and retrieve sales-related documents, like contracts, etc

No. of documents, proposals , sales documents, contracts Prepared Monthly Basis

2

How many Design and renew sales proposals have been completed

No. of Design and Renew Sales proposals completed in a month

3

100% internal databases with account information

No. of Internal Databse Account Information created

4

Meetings attended calls and demos for the Account Management team

No. of Succesful Account Team Meeting and MOI documentation

5

How many research on prospective clients has been attended

No. of Clients Proposal Made in a month

6

How many pre-and post-sales services closed monthly

Ratio of Pre and Post sales closed on Monthly Basis

7

No. of feedback collected by Marketing, Sales and Product Development teams.

No. of Feedback collected by Customers and Internal Departments

8

How many Monthly Reports generated .

No. of Monthly Reports Generated

9

How much competitive research done monthly to create new CSR Base

No. of competitive analysis and Presentations done

Example of KRA VS KPI Mapped in Organisation and Reporting

Sr. No

Reporting by the employee



Reporting by the employee

1

How many documents were prepared prepare, file and retrieve sales-related documents, like contracts, etc

2 Sales Documents, 5 Contracts and Internal Documents 5

2

How many Design and renew sales proposals have been completed

2 Renew Sales and Design :0

3

100% internal databases with account information

50 New Ingternal Database Created

4

Meetings attended calls and demos for the Account Management team

Meetings Attended:6 ; Demos: 8

5

How many research on prospective clients has been attended

New Research on Client:2

6

How many pre-and post-sales services closed monthly

Pre Sales : 2 Post sales 3

7

No. of feedback collected by Marketing, Sales and Product Development teams.

Marketing Team Feedback : 89 collected ; Sales team :11 ; Product team : 15

8

How many Monthly Reports were generated?

Database management Report , cash management Report , New Business Acquired Report, Retention Report , Monthly Sales Report

9

How much competitive research done monthly to create new CSR Base

Competitive Research of CSR : 1

Note : Each KPI has tobe elaboarted or in Deatil explained as per the project assigned for Example How many sales documents and nature of sales documents to be exaplined , How amny new client contracts in Details and What are the different internal documets craeted . So Each KPI has to written in detail

The Account Coordinator typically spends the majority of the work day on a desk in front of a computer screen, filing papers, making copies, reviewing reports, and checking invoices. They usually work from 9 to 5 but the timing can change depending on the organization they are working in. They share an office with other staff or have a desk in a central, open location. But it is common for all Account Coordinators to interact with many of the other employees throughout the day.

Salary

Account Coordinator salary in India ranges between ₹ 1.4 Lakhs to ₹ 7.0 Lakhs with an average annual salary of ₹ 3.5 Lakhs.

Conclusion

The work of an Account Coordinator is that of responsibility, patience, and people-pleasing. They are a strong bridge between the bank and all its clients. They need to be presentable, kind in nature, and knowledgeable in order to solve all the inquiries of the clients. It is a high-paying job and if you have a talent for accounting, banking, sales, and finances, it could prove to be a highly lucrative career option for you.

To get a Detailed Overview of the Accounting Sector, Click Here. 

CTA Accounting

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