Sales Coordinator

0 - 1 years

0 Lacs

Mira Road, Mumbai, Maharashtra

Posted:1 month ago| Platform: Indeed logo

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Skills Required

finance documentation crm underwriting schedule compliance communication

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidates, We have an excellent Job Opportunity For Sales Coordinator_ Female Location : Mira Road Qualification :Bachelor’s degree in Business Administration, Finance, or related field. Experience : 1–3 years of experience in a similar role within financial services or banking. Job Role : * Assist the sales team in generating leads and following up with clients. * Coordinate with clients to collect necessary documentation for loan & Insurance applications. * Maintain accurate records of client interactions and loan & Insurance status in CRM systems. * Prepare and process loan & Insurance files for submission to the underwriting team. * Schedule appointments and meetings for loan officers with potential clients. * Ensure compliance with internal policies and regulatory guidelines. * Provide timely updates to clients and internal stakeholders regarding application progress.. * Strong communication and interpersonal skills. * Ability to multitask and manage time effectively. * Proficiency in MS Office and CRM systems. * Knowledge of loan products and documentation process is a plus. Job Type: Full-time Pay: ₹18,000.00 - ₹22,000.00 per month Experience: Insurance: 1 year (Preferred) Work Location: In person Speak with the employer +91 8452832521

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