Job Description: Sales Support & Post Sales Coordination

Position Title: Sales Support Coordinator

Department: Business Development / AIF & PMS Sales

Location: Mumbai

Reports To: Team Lead AIF Business Development

Role Purpose

The Sales Support & Internal Coordination Manager will provide endtoend support to the AIF/PMS Business Development team by managing after-sales processes, coordinating with internal and external stakeholders, and ensuring highquality agreements & Post Sales Process Management. MIS, documentation and enabling smooth coordination for after-sales processes. The role demands strong process discipline, good communication, a positive collaborative attitude and the ability to drive operational excellence across the sales support ecosystem.

Key Responsibilities

1. Sales Process Management & Documentation (30%)

- Manage endtoend sales support processes, including proposal creation, LOA preparation, agreement drafting, and closure documentation.
- Maintain updated client lists, MIS dashboards, and sales closure trackers.
- Share weekly MIS reports, client closure reports, and updates with leadership and relevant teams.
- Ensure high accuracy and completeness in agreement checking, documentation, and execution.
- Maintain solid discipline around sales processes and stay updated on process changes/enhancements.
- Internal Stakeholder coordination legal agreements with contracts team & billing reconciliations with finance team
- Business development partner events/conferences support & coordination

2. Process Design, Quality & Enhancements

- Contribute to creating and improving sales processes with a focus on stakeholder experience.
- Ensure timely responses, highquality outputs, and adherence to defined SLAs.
- Maintain complete and diligent communication trails,



including documentation of discussions and approvals.
- Drive new ideas, process improvements, and initiatives to enhance operational efficiency in the sales process
- Demonstrate strong commitment to teamwork and collective problemsolving

3. Internal & External Stakeholder Coordination

- Collaborate closely with AIF Sales RMs, Operations, Legal, Finance, and PMO teams.
- Coordinate with legal team & clients for agreements, documentation, data requests, and clarifications.
- Ensure smooth, timely processing of documents, agreements, and approval flows.
- Work with PMO teams to ensure endtoend smooth execution of agreements.
- Coordinate with Finance & accounts teams for billing reconciliations & incentive calculations
- Coordinate with sales enablement team for audit queries, MIS & data sharing on demand

4. Additional Sales Support Activities

- Maintain and update AIF lists, sales pipeline dashboards, and leadership-specific lists.
- Support events, roadshows, webinars, and other AIF business development initiatives.
- Provide adhoc support to internal teams as required by business needs.
- Assist in research, client mapping, and development of sales pipeline intelligence.
- Preparing & updating corporate & AIF product presentations on a periodic basis

5. Skill Development & Learning

- Actively pursue self-development through reading, training programs, and skill enhancement activities.




- Take initiative to learn new topics relevant to AIF, PMS, sales research, and market intelligence.
- Upskill for futureready capabilities and contribute proactively to the team’s knowledge base.
- Remain updated on excel, word, powerpoint & relevant digital technology skills for improved outcomes in documentation & MIS management

Key Skills & Competencies

Technical & Functional Skills

- Strong understanding of sales support processes.
- Experience with MIS management, dashboards, and reporting.
- Familiarity with agreements, LOAs, and compliance documentation (AIF/PMS preferred).
- Proficiency in MS Excel, PowerPoint, and CRM/MIS tools.

Behavioral Skills

- High attention to detail and accuracy.
- Solid written and verbal communication.
- Strong stakeholder management and coordination skills.
- Discipline, responsiveness, and process orientation.
- Ability to multitask and manage time effectively.
- Creative thinker with processimprovement mindset.

Qualifications & Experience

- Graduation/Postgraduation in Business, Finance, or related fields.
- 4–8 years of experience in Sales Support, Business Coordination, or Operations (financial services preferred).
- Prior experience in AIF, PMS, Wealth Management, Registrar & Transfer Agent or Investment Distribution is an advantage.

Key Performance Indicators (KPIs)

- Accuracy & timeliness of MIS and reporting
- Turnaround time (TAT) for agreements & documentation
- Internal stakeholder feedback
- Process improvement initiatives implemented
- Quality, completeness & compliance in sales support documentation
- Contribution to team collaboration & smooth deal execution

Mail your Resume to [email protected]

📌 Urgently Required Sales Support and Coordinator-Hyd (Hyderabad)
🏢 KFin Technologies
📍 Hyderabad