CRM & Sales Coordinator

Company: Transparent Capital
Location: Andheri East, Mumbai

Job Type: Full time

About Us

Transparent Capital is a Mumbai-based company focused on unlisted shares / pre-IPO investment opportunities, offering investors curated access, real-time pricing data, and end-to-end transaction support in the pre-IPO secondary market. The company’s brand message centers on trust and transparency.

Job Summary

We are looking for a CRM & Sales Coordinator to support our sales and client relationship processes. This role combines customer relationship management, sales coordination, lead follow-up, documentation, and internal coordination to ensure a smooth client experience from inquiry to transaction support.

Key Responsibilities
- Manage and update customer and lead records in the CRM system
- Track inquiries, leads, follow-ups, and conversion status on a daily basis
- Coordinate with the sales team to ensure timely follow-up with prospects and clients
- Maintain accurate records of calls, meetings, client interactions, and transaction updates




- Prepare and share sales-related documents, proposals, and client communication as required
- Support the team in managing onboarding, documentation, and coordination for client transactions
- Follow up with clients for pending documents, confirmations, and next steps
- Coordinate internally with sales, operations, and management for smooth execution
- Generate daily, weekly, and monthly reports on leads, client activity, and sales pipeline
- Help improve client response time and overall customer experience
- Ensure data accuracy, proper record-keeping, and timely CRM updates
- Address basic client queries and route complex queries to the concerned team

Required Skills & Qualifications
- Bachelor’s degree in Business, Commerce, Management, or related field
- 1-3 years of experience in CRM, sales coordination, customer support, telesales, or back-office sales operations:
- Strong communication and follow-up

📌 Customer Relationship Manager (Mumbai)
🏢 Transparent Capital
📍 Mumbai