Key Responsibilities·

Handle incoming and outgoing calls with customers/clients.

· Follow up with leads, customers and prospects through calls and WhatsApp.

· Maintain and update customer/lead information in Excel, Google Sheets or CRM.

· Manage backend operations, documentation and data entry.

· Coordinate with internal teams for customer requirements, follow-ups and task completion.

· Track leads, payments, pending tasks and customer requirements.

· Prepare basic reports and maintain accurate records.

· Manage communication through WhatsApp and email.

· Use AI tools such as ChatGPT and other AI productivity tools for research, communication, documentation and workflow improvement.

· Explore new technology and suggest better ways to complete repetitive or time-consuming tasks.

· Learn recent software, AI tools and internal systems as the organization grows.

What We Are Looking For· Strong interest in AI and new technology.

· Willingness to continuously learn and experiment with new tools.

· Good communication skills,



particularly over the phone.

· Comfortable using computers and online applications.

· Basic knowledge of Excel/Google Sheets and email.

· Good follow-up and coordination skills.

· Ability to organize information and manage multiple tasks.

· A proactive attitude and willingness to take ownership.

· Ability to learn quickly and adapt to changing processes.

· Basic knowledge of ChatGPT or other AI tools is preferred.

· Freshers can apply if they demonstrate strong communication skills, curiosity and a genuine interest in technology.

Preferred Skills· Customer Calling & Communication

· Lead Follow-up

· Backend Operations

· Excel / Google Sheets

· CRM

· WhatsApp & Email

· ChatGPT / Generative AI

· AI-powered productivity tools

· Basic automation knowledge

· Research & Information Management

· Coordination & Task Management

📌 Back-end Executive (Dombivli)
🏢 Siddharth Financial Services
📍 Dombivli