Sales Support

Role Title

Location

Qualification

Experience

Role & Responsibilities:

Sales Coordination:

Support the Sales Team by coordinating client interactions, managing meeting follow-ups, and preparing sales presentations or proposals.

Documentation Management:

Assist in accurate and timely completion of client onboarding documents, investment forms, and KYC compliance as per regulatory requirements.

Internal Liaison:

Work closely with operations, compliance, legal, and marketing teams to ensure smooth handling of sales-related activities and issue resolution.

Data Management & Reporting:

Maintain and update CRM systems, track sales leads, and generate regular MIS reports for the sales leadership.

Client Communication:

Respond to basic client queries, provide product or process information, and ensure prompt resolution or escalation to relevant teams.

Marketing Support:

Coordinate the distribution of marketing materials, sales kits, product notes, and event logistics for distributor or client engagements.

Compliance Coordination:

Ensure all sales processes adhere to internal compliance policies and SEBI regulations.