Sales & Operations Executive (Tax & Investments Domain) Job (Remote)

Key Responsibilities:

1. Primary liaison: Act as the main point of contact between customers and various departments, ensuring smooth communication.
2. Customer query management: Handle customer inquiries via email related to sales and tax filing processes, following Standard Operating Procedures (SOPs).
3. Document collection & verification: Gather necessary documents from customers, review them for accuracy and completeness per checklist, and follow up as needed.
4. Document processing: Forward verified documents to the appropriate department/service provider.
5. Return coordination: Receive the prepared package and information from the department, share it with customers for confirmation, and ensure timely approval.
6. Interdepartmental coordination: Forward requests and clarifications between departments, service providers, and clients, ensuring seamless communication.
7. Client communication: Engage with clients via email to address queries, provide updates, and ensure a smooth experience.
8. Issue resolution: Troubleshoot and resolve concerns between clients and service provider/departmental teams efficiently.
9. Project support: Assist in special projects and initiatives related to sales, operations, and tax processes as required.

Candidates will have the chance to gain hands-on experience in:
1. International income tax: Understanding global tax regulations and compliance.
2. CRM tools: Utilizing customer relationship management software for business efficiency.
3. AI and business communication: Leveraging AI to enhance communication and decision-making.

Note:
1. Probation period: 2 months, salary during probation: 5,000 - 10,000 per month (full-time)

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