Actively prospect and generate leads for tax services through cold calling, networking, and other sales strategies.
Follow up on leads from marketing campaigns and other sources to convert them into clients.
2.Client Relationship Management:
Build and maintain strong relationships with clients by understanding their tax needs and financial goals.
Offer tailored tax services such as tax filing, tax planning, and compliance advisory based on the client's requirements.
Provide after-sales support and maintain customer satisfaction to encourage repeat business.
3. Consultation and Advisory:
Conduct meetings and calls with potential clients to explain tax services, pricing, and benefits.
Work with the internal tax advisory team to provide basic tax consultations to clients and connect them with expert advisors when necessary.
4. Target Achievement:
Meet or exceed monthly, quarterly, and yearly sales targets.
Track and report on sales activities and progress through CRM tools or other reporting systems.
5. Market Awareness:
Stay informed about the latest tax regulations, market trends, and the competitive landscape.
Identify new business opportunities, such as changes in tax laws that may create new client needs.
6. Team Collaboration:
Work closely with tax consultants and product teams to ensure accurate and timely service delivery.
Collaborate with the marketing team to optimize sales strategies and campaigns.
Required Qualifications:
1. Education: Bachelor's degree in business, finance, accounting, or a related field (preferred).
2. Experience: 1 year of sales experience, preferably in financial services, taxation, or accounting & freshers are encouraged.
3. Knowledge: Basic understanding of tax filing processes, tax regulations, and financial services.
Skills:
1. Strong communication, negotiation, and interpersonal skills
2. Ability to understand client needs and offer appropriate tax services.
3. Goal-oriented and self-motivated with a track record of meeting or exceeding sales targets.
4. Proficiency in using CRM systems, sales software, and MS Office.
5. Ability to work independently and as part of a team in a fast-paced environment.
6. Preferred Qualifications:
7. Experience in selling financial or tax-related products.
8. Familiarity with GST, income tax filing, or corporate tax solutions.
Dvara Money is a fintech company focused on the urban underserved, offering wealth management services and the distribution of financial products by leveraging technology and deep customer insights to deliver tailored solutions. It provides personalized offerings based on behavioral insights and nudges to help customers improve their financial wellness. Using 'Spark Money,' a mobile application developed in-house, the company integrates a customized bouquet of financial products across savings, loans, investments, and tax, helping customers chart a path toward financial wellness in a user-friendly manner.
Pioneering a unique community-driven model, Spark Money is accelerating the adoption of the Spark Account across the country by closely collaborating with on-ground strategic partners.
