Posted:20 hours ago|
Platform:
On-site
Full Time
Educational qualification & experience profile:
We are looking for a motivated and detail-oriented graduate (B.Com /M.Com/CA Inter) with 1–4 years of experience in CRM, accounts, or client-facing finance roles. A background in accounting and exposure to payment follow-ups, PO/PI creation, and upselling is preferred.
Role Description:
1. Follow up on client payments; manage overdue accounts and resolve issues.
2. Prepare and process POs, Proforma Invoices, and final invoices.
3. Maintain accurate records of payments, transactions, and client interactions.
4. Manage CRM data; track client lifecycle and provide reports to management.
5. Identify upsell opportunities and engage clients for revenue growth.
6. Act as the main client contact for payment, order, and service-related queries.
What We Offer:
1. A supportive team and dynamic learning environment.
2. Growth opportunities within a fast-paced organization.
Desired Skills:
1. Degree in Business, Finance, Accounting, or related field with 1–4 years of experience in CRM.
2. Proficiency in MS Excel, PowerPoint, and Google Suite.
3. Experience with CRM tools.
4. Strong communication, organizational, and problem-solving skills
5. Knowledge of GST and invoice compliance (preferred)
6. Self-motivated, sales-oriented, and capable of multitasking
Job Types: Full-time, Permanent
Pay: ₹137,384.95 - ₹445,938.92 per year
Benefits:
Ability to commute/relocate:
Language:
Work Location: In person
CostMasters
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