Make outbound calls to leads, consultants, and companies to introduce our services and its benefits Explain membership plans, onboarding process, events, certification, and support services Maintain accurate records of calls, leads, and follow-ups in CRM or Excel Handle inbound queries related to membership, documentation, and business support Schedule meetings, consultations, or demonstrations with interested prospects Follow communication scripts and maintain a polite, professional, and confident tone Coordinate with the core management team and Team Leaders for lead updates and conversions Share WhatsApp messages, emails, and follow-up communications to warm leads Achieve monthly call targets and membership conversion goals Provide timely feedback on lead quality, challenges, and client responses
Maintain day-to-day books of accounts in Tally / accounting software Record sales, purchases, receipts, and payments Perform bank reconciliation and ledger maintenance Assist in preparation and filing of GST returns (GSTR-1, GSTR-3B, GSTR-2) Support TDS return preparation and Income Tax return filing Upload data and work on GST and Income Tax portals Collect, verify, and organize client documents Maintain client-wise physical and digital records Track statutory due dates and compliance schedules Assist seniors in audit, assessment, and notice-related work Handle basic client communication and follow-ups Answer phone calls and manage office correspondence Coordinate with banks, departments, and vendors when required Maintain office registers, files, and stationery records Provide general office and administrative support as needed