Marketing cum back office executive

Job Title: Marketing Cum Back Office Executive
Industry: Chartered Accountancy (CA) Firm
Key Responsibilities
Client Acquisition & Marketing: Identify potential clients and generate leads for accounting, taxation, GST, audit, and other professional services offered by the CA firm.
Business Development: Contact prospective clients through calls, emails, and other communication channels to promote the firm's services.
Client Coordination: Maintain regular communication with existing and prospective clients regarding service requirements, documentation, and follow-ups.
Marketing Activities: Assist in executing marketing strategies, promotional activities, and client outreach initiatives.
Back Office Operations: Handle day-to-day administrative and back-office activities to ensure smooth functioning of the firm.
Client Database Management: Maintain and update client databases, contact details, lead records, and business development information.
Documentation & Records: Organize and maintain client documents, agreements, proposals, and other office records.
Appointment & Meeting Coordination: Schedule client meetings, coordinate appointments with CA partners, and manage follow-ups.
Proposal & Quotation Preparation: Prepare service proposals, quotations, engagement letters, and fee-related communications as instructed.
Payment Follow-up: Coordinate with clients regarding professional fees, outstanding payments, and billing-related matters in coordination with the accounts team.
MIS & Reporting: Prepare daily, weekly, and monthly reports on lead generation, client follow-ups, marketing activities, and business development.
Email & Correspondence: Handle professional emails, client communications, and other official correspondence.
Internal Coordination: Coordinate with the CA, accountants, tax consultants, and other team members for client-related requirements.
General Administration: Handle routine office administration and other responsibilities assigned by management.
Required Skills
Good communication and interpersonal skills.
Basic knowledge of accounting, GST, income tax, and CA firm services preferred.
Proficiency in MS Excel, Word, Outlook, and email communication.
Strong follow-up, coordination, and organizational skills.
Professional approach towards client handling and confidentiality.