Sales Coordinator

• Designation – Sales Coordinator
• Qualification – Bachelor’s or Master’s degree in Business, Finance, Commerce, or relevant field.
• Location – Mumbai
• Experience – 4 – 6 Years
  

Job Roles And Responsibilities

Sales Coordination & Business Support

• Support the Business Development team with lead tracking, proposal creation, documentation and other operational work.
• Prepare sales dashboards, performance reports, presentations, and pitch decks.
• Coordinate client meetings, follow-ups, reviews, and maintain detailed records in CRM systems.
• Assist with renewal reminders, payment follow-ups, and service requests.
• Liaise with internal teams including Research, Operations, Compliance, and Finance to ensure seamless client servicing.
• Conduct basic market/industry research to support BD planning and initiatives.
  

Executive Assistant Responsibilities

• Act as a point of contact and communication link between the Director and internal/external stakeholders.
• Manage the Director’s calendar, travel arrangements, meetings, conferences, and appointments.
• Draft emails, internal communications, meeting minutes, and priority action trackers.
• Coordinate high-level presentations, reports, investor decks, and strategic documents.
• Maintain strict confidentiality while handling sensitive information and executive correspondence.
  

• Excellent communication and interpersonal skills with strong stakeholder management capability.
• Proficiency in MS Office (Excel, PowerPoint), CRM platforms, and reporting dashboards.
• Highly organized, proactive thinker with strong multitasking and prioritization skills.
• Ability to work independently, manage deadlines, and handle confidential information with discretion.
• Client engagement mindset with a professional and polished presentation style.
  

Qualification

• Bachelor’s or Master’s degree in Business, Finance, Commerce, or relevant field.
  

Job Type:

Marketing and Sales:

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Experience:

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