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Sales Coordinator - Wealth Management

2 - 5 years

5 - 6 Lacs

Mumbai

Posted:3 weeks ago| Platform: Naukri logo

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Skills Required

Manager Client Servicing Sales Wealth management MIS Sales Coordinator Management Sales Executive MS Office Financial services CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title:

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

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