Customer Relationship Executive

We’re Hiring – Customer Relationship Executive

Location: Bhilai, Chhattisgarh

Firm: MYFINTAX (Chartered Accountants)

Experience: 1–3 Years in CRM, or Client Servicing

About Us:

MYFINTAX is a growing CA firm based in Bhilai offering professional services in Income Tax, GST, ROC Compliance, Business Registrations, Advisory, and more. We’re now expanding our client base and looking for a motivated individual to handle lead nurturing and conversion.

Role Overview:

We are looking for a Leads Conversion Specialist to manage inbound leads, follow up with potential clients, and convert them into active customers. This is an ideal role for someone with a passion for sales, communication, and client relationship management in a financial services environment.

Key Responsibilities:

• Handle and follow up on leads received via website, social media, WhatsApp, and referrals
• Call potential clients, explain services, and understand their requirements
• Convert leads into confirmed business deals through follow-ups and consultations
• Maintain and update lead database (CRM or Excel-based)
• Coordinate with internal teams (tax, accounts, legal) for service delivery post-conversion
• Ensure smooth onboarding and client satisfaction during the initial service phase
• Share reports and updates on lead status, conversion ratios, and revenue generated

Who Should Apply:

• Graduate in any stream
• 1–3 years of experience in sales, telecalling, CRM, or client onboarding
• Good verbal & written communication skills in English
• Basic understanding of tax and financial services (preferred but not mandatory)
• Self-motivated, target-driven, and organized with strong follow-up skills
• Comfortable working in a fast-paced, professional office environment

What We Offer:

• Competitive salary + attractive incentive structure
• Exposure to financial, tax, and compliance services
• Work directly with partners and senior management
• Career growth into business development or client servicing roles
• Supportive and performance-driven culture

Apply Now:

Email: support@myfintax.in

Contact: +91-76930-00930

Or DM us to know more!

Job Types: Full-time, Permanent

Pay: ₹10,000.00 - ₹20,000.00 per month

Application Question(s):

• IMMEDIATE JOINER?

Language:

• English (Required)

Location:

• Bhilai, Chhattisgarh (Required)

Work Location: In person

Application Deadline: 12/08/2025
Expected Start Date: 15/08/2025