Tally Operator

We are looking for a Tally Operator & CRM Executive who is well-versed in Tally, highly proficient in Microsoft Excel, and comfortable working with CRM software.

The candidate will be responsible for maintaining accurate financial and operational records, handling day-to-day data entry, preparing reports, and ensuring that customer and business data is properly updated in our CRM.

Key Responsibilities

• Handle day-to-day accounting and data entry work in Tally.
• Maintain sales, purchase, expense, payment, receipt, and other financial records.
• Prepare invoices, bills, vouchers, and basic accounting reports.
• Maintain and update records accurately and on time.
• Use Microsoft Excel extensively for data management, reporting, calculations, and analysis.
• Maintain Excel sheets, trackers, MIS reports, and other business records.
• Enter, update, and manage customer/client information in the CRM.
• Track leads, follow-ups, customer interactions, and sales-related activities through the CRM.
• Ensure CRM data is accurate, complete, and regularly updated.
• Coordinate with the accounts, sales, and management teams whenever required.
• Maintain proper documentation and organized records.
• Assist management with data and reports whenever required.
• Ensure confidentiality and accuracy of financial and customer information.

Required Skills

• Strong knowledge of Tally and basic accounting operations.
• Excellent command of Microsoft Excel.
• Knowledge of Excel formulas, sorting, filtering, data formatting, and basic reporting is required.
• Good English reading and writing skills.
• Comfortable working with computers and business software.
• Willingness and ability to learn and operate CRM software.
• Good data-entry speed with strong attention to detail.
• Ability to maintain accurate records and meet deadlines.
• Good communication and coordination skills.

Preferred

• Previous experience working with a CRM system.
• Knowledge of GST, invoicing, and basic accounting procedures.
• Experience preparing MIS or business reports.
• Prior experience in a company handling multiple clients/customers will be an advantage.

Candidate Profile

We are looking for someone who is:

• Detail-oriented and organized
• Responsible and reliable
• Comfortable handling large amounts of data
• Good with numbers and Excel
• Able to communicate and understand instructions in English
• Willing to take responsibility for both accounts and CRM-related operations

Qualification

Minimum: 12th Pass / Graduate
Preferred: B.Com or relevant accounting/business qualification

Pay: ₹20,000.00 - ₹25,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• Tally: 3 years (Preferred)

Work Location: In person