Key Responsibilities:
- Prepare and manage customer quotations and proposals.
- Support prospect and pipeline management in Salesforce CRM.
- Create sales reports, dashboards, MIS, and management presentations.
- Maintain data accuracy and support sales forecasting.
- Coordinate with cross-functional teams to ensure timely deal execution.
- Identify process improvement opportunities and streamline sales operations.
Preferred Background:
- 3–7 years of experience in Sales Operations or Sales Support.
- Experience in a Fintech/NBFC is preferred.
- Hands-on experience with quotation management and Salesforce CRM.
- Strong skills in Excel, reporting, dashboards, and presentations.
- Good communication and stakeholder management skills.
- Ability to work effectively under pressure, meeting deadlines and managing multiple priorities simultaneously.
📌 looking For a sales MIS person with lending company (Ahmedabad)
🏢 Kairos Consulting
📍 Ahmedabad
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