Job Title: Senior Executive - Sales Support
Experience: 1–2 Years
Qualification: Graduation in any discipline
Industry: NBFC / Fintech / Banking / Financial Services
Key Responsibilities
- Support the Sales team in lead management, customer coordination, and timely follow-ups for business/loan proposals.
Coordinate with Credit, Operations, Risk, Legal, and customers to ensure complete documentation and smooth case processing.
Maintain daily MIS, sales trackers, pipeline reports, and ensure accurate and timely updates in CRM/LMS.
Track cases from login through sanction and disbursement, ensuring adherence to defined TATs and internal processes.
Monitor pending cases, identify bottlenecks, and coordinate with relevant teams for timely resolution.
Provide post-disbursement support and assist the Sales team in achieving business targets.
Maintain accurate records of customer interactions, case status, documentation, approvals, and follow-ups.
Ensure compliance with internal processes and maintain data accuracy across systems.
Required Skills
- 1–2 years of experience in Sales Support, Business Operations, Loan Processing, Customer Coordination, or MIS roles.
Graduate in any discipline.
Valuable communication and interpersonal skills.
Basic knowledge of MS Excel and CRM/LMS systems.
Solid coordination and follow-up skills.
Ability to manage multiple cases and work within defined TATs.
Prior experience in NBFC, Fintech, Banking, or Financial Services will be preferred.
📌 Senior Executive Sales Support Mumbai (India)
🏢 Mintifi
📍 India