1. Lead Management
* Contact prospective clients through phone calls, WhatsApp, email, and other communication channels.
* Qualify leads and understand client requirements.
* Schedule appointments and meetings for senior consultants or partners.
* Maintain regular follow-ups with potential clients until closure.
2. Customer Relationship Management
* Build long-term relationships with clients.
* Respond to client queries professionally and promptly.
* Maintain a high level of customer satisfaction.
Collect client feedback and escalate issues when required.
3. Sales Support
* Assist the business development team in achieving monthly targets.
* Explain the firm's services to prospective clients.
* Coordinate the onboarding process for new clients.
Prepare and send proposals, quotations, and service information.
4. CRM & Documentation
* Update all client interactions in the CRM.
* Maintain accurate records of calls, meetings, and follow-ups.
* Prepare daily and weekly activity reports.
Track lead status and conversion ratios.
5. Coordination
*Coordinate with Accounts, GST, Audit, ROC, and Compliance teams for client requirements.
* Ensure timely communication between clients and internal departments.
* Follow up on pending documents and approvals.
*Key Skills
* Excellent communication skills (English, Hindi, and Bengali preferred)
* Strong interpersonal and relationship-building abilities
* Good telephone etiquette
* Basic knowledge of MS Excel, Word, and CRM software
* Ability to convince and negotiate professionally
* Good time management and organizational skills
* Positive attitude with a customer-first approach
*Qualification*
* Graduate in any discipline (B.Com/BBA preferred)
* 1–3 years of experience in customer service, telecalling, or business development
* Freshers with excellent communication skills may also apply
*Preferred Experience (for a CA Firm)*
* Exposure to GST, Income Tax, ROC, Accounting, Audit, or Financial Services is an added advantage.
* Experience in lead generation and appointment scheduling.
Pay: ₹10,000.00 - ₹15,000.00 per month
Benefits:
Work Location: In person
