Sales Coordinator (Financial Services)

Job Title: Sales Coordinator – Wealth Management
Location: Lower Parel, Mumbai
Experience: Minimum 2 years in sales coordination or similar roles
Salary: ₹45,000 – ₹50,000 per month
Industry: Wealth Management / Financial Services
Employment Type: Full-time, Work from Office

Key Responsibilities:

• Coordinate with sales and advisory teams to manage client onboarding, documentation, and follow-ups
• Track leads, maintain CRM data, and ensure timely communication with prospects and clients
• Prepare sales reports, MIS, and assist in proposal generation and client presentations
• Liaise with internal departments (operations, compliance, marketing) to ensure smooth execution of sales processes
• Support relationship managers in client servicing and post-sales engagement

Candidate Profile:

• Proven experience as a Sales Coordinator, BDE, BDA, Sales Executive, or Sales Assistant in the wealth management or financial services sector
• Strong communication and coordination skills
• Proficiency in MS Office and CRM tools
• Ability to multitask and manage timelines in a fast-paced environment
• Graduate degree required; finance background preferred

Why Join Us:

• Work with a reputed wealth management firm in a prime Mumbai location
• Opportunity to grow within a high-performance sales environment
• Competitive compensation and performance-linked incentives

Job Types: Full-time, Permanent

Pay: ₹45,000.00 - ₹50,000.00 per month

Schedule:

• Day shift
• Fixed shift
• Morning shift

Application Question(s):

• What is your current and expected CTC?
• How many years of experience do you have as a Sales Coordinator, BDE, BDA, Sales Executive, or Sales Assistant?
• Are you comfortable with the work location of Lower Parel, Mumbai?
• Do you have working experience in the wealth management or financial services sector?
• Do you have experience with CRM and MIS?

Work Location: In person