Financial Consultant

Telesales

Date : 03 Aug, 2026

Job description

Assist in identifying and researching potential customers across target accounts and industry segments. Support outreach activities through calls, emails, LinkedIn, events, and other approved channels. Understand basic customer requirements and capture initial business needs accurately for senior sales or functional consultants. Maintain and update client interaction records, lead status, and follow-up actions in the CRM or tracking system. Assist in scheduling meetings, product walkthroughs, application demonstrations, and follow-up discussions with prospects. Learn and communicate the basic value proposition of AI-based and non-AI-based tax technology solutions, including Navigate Tax Suite or similar offerings. Support senior team members during client discussions by preparing basic notes, sales collaterals, and meeting summaries. Coordinate with product, technical, implementation, and functional teams to gather information required for client responses. Track follow-ups with prospects and ensure timely communication under guidance from the reporting manager. Develop understanding of taxation, compliance, and tax technology trends through internal training and self-learning. Support basic sales reporting, pipeline updates, and daily/weekly activity dashboards. Provide first-level coordination support to customers and internal teams during demos, onboarding discussions, and issue handovers.

Experience Essential

Minimum 1 year, business development, inside sales, customer engagement, lead generation, software sales support, taxation/finance support, or related internship experience.

Job Responsibilities

Basic competency in MS Office, especially MS Excel and PowerPoint.
Good verbal and written communication skills with willingness to improve business communication.
Interest in sales, business development, technology solutions, taxation, finance, or compliance domain.
Ability to understand client requirements at a basic level and escalate details to senior team members.
Strong learning attitude, curiosity, and willingness to work in a structured sales environment.
Good coordination, follow-up, and time-management skills.
Ability to handle calling, outreach, lead tracking, and basic sales documentation.
Positive attitude, resilience, and ability to work with targets and timelines under supervision.
Team player with basic problem-solving skills and ownership of assigned tasks.

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Job Details

Total Experience :
0-4 Years
Relevant Experience :
1 Year
Location :
Noida
Language Expertise :
English
Open Positions :
1
Educational Qualification :
Bcom, CA Inter

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