Required skills

- Transparent spoken and written Hindi and English; Punjabi is an advantage.

- Confident and polite on phone calls and in client meetings.

- Working knowledge of MS Excel, MS Word, email and Google tools.

- Comfortable with social media platforms and basic design tools such as Canva.

- Familiarity with the EPFO and ESIC portals, or willingness to learn quickly.

- Organised, punctual and able to manage follow-ups and deadlines.

- Honest and discreet in handling confidential client information

Key responsibilities1. Marketing and calling

- Make outbound calls to prospective clients to introduce the firm's CA and CS services.

1. Digital marketing and social media

- Manage the firm's social media handles (WhatsApp Business, Facebook, Instagram, LinkedIn and Google Business Profile).

- Plan and publish regular posts: compliance due-date reminders, budget and GST updates, festival greetings and firm news.

- Design simple creatives using tools such as Canva.

- Respond to messages and enquiries on social media and pass leads to the partners.

- Maintain WhatsApp broadcast lists for clients and contacts.

- Track basic results (followers, reach, enquiries received) and report monthly.

1. Database management

- Maintain an up-to-date client master: contact details, PAN,



GSTIN, CIN, services taken and key dates.

- Keep the prospect and lead list organised with status and follow-up dates.

- Maintain a compliance due-date tracker for all clients.

- Organise and file client documents (physical and digital) so they can be found quickly.

- Ensure client data is kept confidential and backed up regularly.

1. Client handling

- Act as the first point of contact for client calls, visits and emails.

- Collect documents and information from clients for returns, filings and audits.

- Send reminders for due dates, pending documents and fee payments.

- Coordinate between clients and the partners or team members working on their files.

- Record and resolve routine client queries, escalating technical ones to the partners.

- Follow up on enquiries, references and leads, and fix meetings for the partners.

- Maintain a daily call log with outcomes and next follow-up dates.

- Prepare and distribute brochures, service lists, greetings and event announcements.

- Represent the firm at business events, associations and local networking meetings when required.

Pay: From ₹10,000.00 per month

Work Location: In person

📌 Digital Marketing Assistant CUM TELE CALLER (Dehradun)
🏢 GAGANDEEP SINGH SAHDEV AND
📍 Dehradun