01What You Will Do
Client Outreach: Make outbound calls to warm leads and potential clients to explain our accounting, tax planning, and financial advisory services.
Consultative Calling: Use your basic accounting knowledge to answer initial queries regarding GST, income tax, and business compliance.
Lead Qualification: Identify the specific financial needs of the client and schedule detailed consultations with our senior tax advisors.
CRM Management: Maintain accurate records of all calls, client details, and follow-ups in our CRM system.
Inbound Inquiries: Handle incoming calls from prospective clients, offering a warm and professional first impression of the firm.
Who Should Apply
Educational Background: Graduates or students in B. Com, M. Com, BBA (Finance), or anyone with a foundational understanding of accounting.
Domain Knowledge: Basic familiarity with accounting principles, GST, Income Tax, and general financial compliance.
Communication Skills: Excellent verbal communication and listening skills in English and Hindi (Marathi is an added advantage).
Mindset: Confident, target-oriented, polite, and comfortable spending the majority of the day on the phone.
What You Will Gain:
Fixed Salary + Incentives: Earn a stable income with attractive performance-based incentives for successful lead conversions.
Domain Expertise: Gain practical exposure to the taxation and financial advisory industry.
Professional Growth: Work in a professional corporate environment with direct guidance from experienced financial experts.
Selection Process:
Resume Screening
Telephonic Interview (Communication Check)
Personal Interview:
Ready to combine your communication skills with your accounting knowledge
Apply now by sending your resume to support@taxplanadvisor.in
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