– 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.
Robust 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 setting.
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