Key Responsibilities:
1. Lead Generation
Make initial calls to potential clients to introduce our accounting and auditing services.
Gather information about interested societies and record potential leads.
2. Lead Conversion
Conduct follow-up calls with interested societies to explain our scope of work and service benefits.
Convert leads into active clients by explaining our process and coordinating with the management team and arranging the meeting.
3. Client Coordination
Communicate with the concerned person of the society to collect necessary documents and information for onboarding.
Coordinate internally with the respective staff to initiate the accounting and auditing work for new clients.
4. Insurance Calling
Calling regarding the premium of insurance and generating the new leads for insurance sector.
Setup meetings for Director's with the clients for closures on need basis.