Key Responsibilities: Sales & Client Acquisition:

1.

- Identify and pursue potential clients needing tax consulting services.
- Promote tax solutions to individuals, small businesses, or corporations.
- Achieve monthly and quarterly sales targets.
- Build and maintain a strong client pipeline through cold calls, networking, and referrals.

1. Consultation & Relationship Management:
2.

- Understand client tax needs and recommend appropriate solutions.
- Work closely with tax consultants to ensure accurate representation of services.
- Maintain solid relationships with existing clients to encourage renewals and referrals.

1. Product Knowledge & Education:
2.

- Stay informed about current tax laws, regulations, and consulting services.
- Explain complex tax topics in a simple, client-friendly way.
- Train clients on how to use tax preparation software or services where applicable.

1. Coordination & Support:
2.





- Coordinate with the internal tax advisory team for customized client solutions.
- Ensure smooth onboarding of new clients and support the documentation process.
- Provide follow-up support to ensure client satisfaction and resolve any issues.
- Specific Requirements:Education: Bachelor's degree in Business, Finance, Accounting, or a related field (preferred).
- Experience: 1–3 years in sales, preferably in financial services or tax consulting.
- Skills:
-

- Strong communication and persuasion skills.
- Basic understanding of tax processes and financial services.
- Ability to work independently and meet sales goals.
- CRM and Microsoft Office proficiency.
- Other:
-

- Willingness to travel locally if needed.
- Target-driven mindset and customer-focused attitude.

📌 Business Development Manager (BDM) (New Delhi)
🏢 Taxcrafted solutions (OPC
📍 New Delhi