Job Title: Marketing Cum Back Office Executive

Industry: Chartered Accountancy (CA) Firm

Key Responsibilities

- Client Acquisition & Marketing: Identify potential clients and generate leads for accounting, taxation, GST, audit, and other skilled services offered by the CA firm.

- Business Development: Contact prospective clients through calls, emails, and other communication channels to promote the firm's services.

- Client Coordination: Maintain regular communication with existing and prospective clients regarding service requirements, documentation, and follow-ups.

- Marketing Activities: Assist in executing marketing strategies, promotional activities, and client outreach initiatives.

- Back Office Operations: Handle day-to-day administrative and back-office activities to ensure smooth functioning of the firm.

- Client Database Management: Maintain and update client databases, contact details, lead records, and business development information.

- Documentation & Records: Organize and maintain client documents, agreements, proposals, and other office records.

- Appointment & Meeting Coordination: Schedule client meetings, coordinate appointments with CA partners, and manage follow-ups.

- Proposal & Quotation Preparation:



Prepare service proposals, quotations, engagement letters, and fee-related communications as instructed.

- Payment Follow-up: Coordinate with clients regarding professional fees, outstanding payments, and billing-related matters in coordination with the accounts team.

- MIS & Reporting: Prepare daily, weekly, and monthly reports on lead generation, client follow-ups, marketing activities, and business development.

- Email & Correspondence: Handle professional emails, client communications, and other official correspondence.

- Internal Coordination: Coordinate with the CA, accountants, tax consultants, and other team members for client-related requirements.

- General Administration: Handle routine office administration and other responsibilities assigned by management.

Required Skills

- Good communication and interpersonal skills.

- Basic knowledge of accounting, GST, income tax, and CA firm services preferred.

- Proficiency in MS Excel, Word, Outlook, and email communication.

- Strong follow-up, coordination, and organizational skills.

- Professional approach towards client handling and confidentiality.

📌 Marketing cum back office executive (India)
🏢 Easebiz Fintech Solutions
📍 India