# Job Description – Sales Assistant

**Position:** Sales Assistant

**Department:** Sales

**Location:** Pune

**Employment Type:** Full-Time

## Job Summary

We are looking for a proactive and organized Sales Assistant to support the sales team with day-to-day administrative and operational activities. The ideal candidate will assist in document collection and exchange, maintain records, coordinate with clients, and ensure smooth execution of sales-related processes.

## Key Responsibilities

* Collect, verify, and exchange documents with clients, banks, and internal teams.

* Coordinate with customers to obtain pending documents and information.

* Maintain proper records of all client documents and sales files.

* Update customer details and sales progress in Excel, CRM, or company software.

* Follow up with clients regarding documentation and pending requirements.

* Schedule meetings and appointments for the sales team when required.

* Prepare and organize sales-related documents, forms, and agreements.

* Coordinate with operations, finance, and credit teams to ensure timely processing.

* Handle phone calls, emails, and WhatsApp communication with clients professionally.





* Assist in preparing daily, weekly, and monthly sales reports.

* Support the sales team with miscellaneous administrative tasks.

* Perform other duties assigned by the reporting manager.

## Required Skills

* Good communication and interpersonal skills.

* Basic knowledge of MS Excel, Word, and email communication.

* Solid organizational and time-management skills.

* Attention to detail and accuracy in documentation.

* Ability to coordinate with multiple stakeholders.

* Willingness to travel locally if required for document collection or submission.

## Qualification

* Graduate in any discipline (preferred).

* Freshers are welcome to apply.

* 0–2 years of experience in sales support, administration, or customer coordination is preferred.

## Preferred Qualities

* Positive attitude and willingness to learn.

* Ability to multitask and work in a fast-paced environment.

* Responsible, punctual, and customer-focused.

## Reporting To

Sales Manager / Business Development Manager

Pay: ₹8,197.85 - ₹33,343.45 per month

Work Location: In person

📌 Sales Assistant (Pune)
🏢 FUNDSUTRA CAPITAL ADVISORY PRIVATE
📍 Pune