Graduate Trainee -Client Engagement & BD

Please note: The salary range for this role is between Rs. 25,000 /pm to Rs. 35,000 /pm. So, we encourage you to apply only if your salary expectations are within the above range.

About Us:

We are a leading company in the Accounting and Financial Services sector in Australia, with some of the popular brands: 

• Cleanslate: We deliver bookkeeping, payroll processing, and tax-related services to small-to-medium-sized businesses. 
• ZedPlus: At ZedPlus, we specialise in offering tailored mortgage solutions that meet the diverse needs of our clients, ranging from first-time home buyers to experienced investors.
• AccountGlobal: We provide outsourced accounting services to accounting firms and large corporations based in Australia. 
• Brokers BackOffice: We offer outsourced loan processing services to residential and commercial mortgage brokers based in Australia

Why Join Us:

• Join our thriving team of 90+ members.
• Be part of our consistent year-on-year growth journey.
• Work with reputed brands boasting a robust online presence.
• Experience the dynamism of a fast-paced, rapidly expanding sector.
• Collaborate with professionals across diverse fields: accountants, mortgage brokers, startups, and large corporations.

About the Role:

tech-savvy and proactive person

Key Responsibilities:

CRM and Email Management

• Maintain and update CRM with client and lead information.
• Organise and respond to emails professionally and on time.

Client and Lead Coordination

• Assist in following up with leads and prospects.
• Schedule and coordinate client calls or meetings.
• Support the onboarding of new clients by coordinating with internal teams.

Business Development Support

• Prepare proposals, agreements, and simple presentations.
• Research potential clients or business opportunities as directed.
• Track sales pipeline progress and flag pending actions.

Reporting and Insights

• Generate simple weekly/monthly reports from CRM.
• Share insights on client interactions and business development activities.

Team Coordination

• Support managers in day-to-day communication and coordination.
• Ensure smooth information flow between clients and internal teams.
• Collaborate with cross-functional teams to deliver projects and ensure alignment with business goals.

Qualifications:

• Bachelor’s degree in any discipline

  (Accounting or related background preferred).
• Freshers and early career professionals are welcome to apply.
• Good English communication skills (written and verbal).
• Tech-savvy, smart, proactive, and quick to learn.
• Comfortable using CRM systems and online tools.
• Must be available for

  immediate joining

  .

Preferred Skills:

• Basic knowledge of CRM or client management systems.
• Strong organisational and coordination skills.
• Interest in accounting, finance, or business operations.

Benefits:

• Work remotely from the comfort of your home.
• Hands-on training in CRM and business operations.
• Growth opportunities in business development and client management.
• Work with an experienced and supportive team.
• Exposure to diverse industries and international clients.

How to Apply:

talent@zedplus.net.au