Make outbound calls to Indian clients for services such as income tax filing, accounting, TDS compliance, company formation, and more
Initiate outreach to US and UK-based accounting professionals (ACCA/CPA firms) to explain our outsourcing services and schedule introductory meetings
Maintain communication and follow-up with international leads through email, WhatsApp, and scheduled calls
Assist in preparing basic sales materials, service summaries, and email drafts for international prospects
Respond to inbound inquiries and forward them to the appropriate team members
Manage client records and call logs using Excel or CRM tools
Assist in onboarding new clients and gathering necessary documentation
Stay informed about the firm’s service offerings and compliance timelines
Support accounting and compliance teams and learn processes, if interested