04 Oct
|
TaxPlan Advisor
|
Vasai-Virar
04 Oct
TaxPlan Advisor
Vasai-Virar
Designation: Business Growth Executive
Experience: Minimum 1 year preferred
Location: Vasai
Employment Type: Full time
About the Role
We are looking for a confident, proactive and business-oriented person who can contribute to the growth of TaxPlan Advisors by developing new clients and business opportunities.
This is a field-oriented business development role involving meetings with companies, business owners and individual clients.
Key Responsibilities
- Identify and develop new business opportunities with companies, business owners, professionals and individual clients.
- Visit prospective companies and clients to introduce and explain TaxPlan Advisor's taxation, accounting, GST, TDS, ITR and related services.
- Plan regular company visits and maintain a structured follow-up schedule.
- Understand client requirements and identify suitable services or business opportunities.
- Generate leads through field visits, networking, references, calls, WhatsApp and other channels.
- Build relationships with business owners, accounts teams and individual clients.
- Follow up with prospects and convert opportunities into business.
- Develop opportunities for regular accounting, taxation and compliance services from business clients.
- Maintain records of client meetings, visits, leads, follow-ups and conversions.
- Coordinate with the internal team for client onboarding and service delivery.
- Work towards assigned business development and revenue targets.
Candidate Profile
We are looking for someone who is:
- Confident and comfortable meeting clients and business owners.
- Strong in communication, convincing and negotiation.
- Comfortable with field visits and direct client interaction.
- Proactive in finding new clients rather than depending only on assigned leads.
- Good at relationship building and regular follow-ups.
- Presentable and professional in client meetings.
- Having basic knowledge of Accounts, Taxation, GST, TDS or Financial Services.
- Willing to learn and understand TaxPlan Advisor's services.
Experience
Minimum 1 year of experience in Sales / Business Development is preferred, particularly in taxation, accounting, financial services, professional services or B2B sales.
Key Skills
Business Development | Field Sales | B2B Sales | Client Acquisition | Communication | Lead Generation | Relationship Building | Follow-up | Negotiation
📌 Growth Executive (Vasai-Virar)
🏢 TaxPlan Advisor
📍 Vasai-Virar