Engage with potential clients via calls, emails, or in-person meetings.
Understand client requirements and recommend appropriate services (e.g., GST, Company Incorporation, Trademark, Income Tax Filing, etc.).
Explain legal procedures, government regulations, and service deliverables clearly.
Maintain regular follow-up with clients to ensure smooth onboarding and service delivery.
Coordinate with internal departments (legal, finance, compliance) to manage client queries and requests.
Achieve monthly and quarterly sales/advisory targets.
Maintain accurate records of client interactions using CRM tools.
Keep up-to-date with changing government policies, tax laws, and compliance norms.