Company Description

Taxagon is a specialized U.S. tax advisory firm serving tech professionals, entrepreneurs, angel investors, and individuals with complex equity compensation and cross-border tax requirements. With more than a decade of experience and over 15,000 clients served, Taxagon provides individual tax preparation, strategic tax planning, stock compensation guidance, and related tax advisory services.

Our focus is on delivering clear, professional, and client-focused tax support while maintaining solid relationships with existing and prospective clients.

Role Description

We are looking for a Business Development Executive – Telecaller to join our Hyderabad calling and sales team.

This role is primarily focused on outbound calling, lead generation, follow-ups, and client conversion. The executive will work with both hot and cold leads, understand their tax requirements, explain Taxagon’s services, and convert qualified prospects into clients.

The candidate should be comfortable handling a high volume of calls and working toward daily, weekly, and monthly conversion targets.

Key Roles & Responsibilities

- Make approximately 200 outbound calls per day to prospective and existing clients.
- Contact and follow up with hot leads, warm leads, and cold leads.
- Understand the prospect’s tax filing or tax planning requirements and introduce relevant Taxagon services.
- Generate qualified leads and convert interested prospects into paying clients.
- Conduct regular follow-ups with prospects who require additional time before making a decision.
- Maintain clear and professional communication through phone calls, WhatsApp, email, and scheduled meetings.




- Schedule consultation calls between qualified prospects and Taxagon’s tax professionals when required.
- Maintain accurate records of calls, responses, follow-ups, lead stages, and conversions in the CRM/lead tracking system.
- Update lead statuses such as New, Contacted, Interested, Follow-Up, Hot Lead, Converted, and Not Interested.
- Follow up with existing clients for additional services, referrals, and future tax requirements.
- Achieve assigned daily calling, lead-generation, follow-up, and conversion targets.
- Work closely with the tax preparation, client relationship, and marketing teams.
- Provide regular reports on calls completed, leads generated, appointments scheduled, conversions, and pending follow-ups.
- Participate in calling campaigns, referral campaigns, tax-season promotions, and other business-development initiatives.

- Qualifications

- Strong communication and convincing skills.
- Comfortable making 150–200+ calls per day in a target-driven environment.
- Previous experience in telecalling, inside sales, business development, lead generation, or customer acquisition is preferred.
- Ability to handle both cold calling and warm/hot lead conversion.
- Good follow-up and client relationship management skills.
- Basic understanding of sales processes and customer requirements.
- Comfortable using CRM systems, Excel/Google Sheets, WhatsApp, email, and calling tools.
- Ability to communicate professionally in English; additional language skills are an advantage.
- Previous experience in taxation, financial services, insurance, banking, consulting, or professional services is beneficial but not mandatory.

📌 Business Development Executive (Hyderabad)
🏢 Taxagon
📍 Hyderabad