Full

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)
- Solid 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

*Minimum 12th

- Freshers with excellent communication skills may also apply
- Experience in lead generation and appointment scheduling.

Pay: ₹10,000.00 - ₹14,000.00 per month

Benefits

- Cell phone reimbursement

Work Location: In person Pay: ₹12,000.00 - ₹14,000.00 per month

Benefits

- Cell phone reimbursement

Work Location: In person

📌 Client Services Officer (Thakurdwara)
🏢 Banshi professional u0026 Management Consultant Private
📍 Thakurdwara