About the Role

To provide end-to-end sales operations and coordination support to the NBD and CRR teams, ensuring timely execution of sales opportunities, documentation, approvals, contracts and commercial processes. The role requires a candidate with a banking background who is comfortable handling documentation, process coordination, financial/commercial records and multiple internal stakeholders.

Key Responsibilities

- Manage day-to-day sales coordination and operational activities for the NBD and CRR teams.

- Create, update and track Opportunities in Zoho CRM.

- Maintain and monitor the CRR Sales Funnel and coordinate timely GKP/Opportunity creation.

- Prepare and coordinate OLs, WOs, contracts and other commercial documents.

- Follow up with relevant teams for WO releases, approvals and pending documentation.

- Coordinate contract vetting and documentation with the Legal Team.

- Maintain accurate records of signed contracts, sales documents and related approvals.

- Coordinate with NBD, CRR, Lead Generation, Legal and Finance teams for timely completion of sales processes.

- Prepare and maintain sales MIS, trackers and reports.

- Monitor pending activities, approvals, documentation and opportunities and ensure timely follow-up.

- Support reconciliation and verification of sales-related financial/commercial documentation wherever required.

- Identify process gaps or delays and escalate them to the concerned stakeholders for timely resolution.

- Ensure adherence to internal sales processes, documentation standards and approval workflows.

Role Boundaries

The SC role is primarily focused on sales operations,



documentation and coordination and does not independently own:

- Client relationship management or sales calls

- Client meetings and sales pitching

- Commercial negotiations

- Business development or lead conversion

- Client retention, renewals or re-orders

- Cross-selling / up-selling

- Revenue or sales target ownership

RequirementsRequired Skills

- Strong coordination, follow-up and stakeholder management skills.

- Good understanding of banking processes, documentation and financial/commercial transactions.

- Robust attention to detail and documentation skills.

- Proficiency in MS Excel and CRM tools.

- Experience with Zoho CRM will be an advantage.

- Good communication and interpersonal skills.

- Ability to manage multiple tasks, follow-ups and deadlines.

- Strong analytical and problem-solving skills.

Qualification & Experience

- Graduate in B.Com, BBA, MBA, Banking & Finance or relevant discipline.

- 1–4 years of relevant experience in banking, sales coordination, sales operations, banking operations, relationship support or similar roles.

- Prior experience in the banking sector is mandatory.

- Candidates with experience in banking operations, documentation, commercial processing, relationship support or financial services coordination will be preferred.

Preferred Candidate Profile

A candidate who has worked in a banking environment and has strong exposure to documentation, process coordination, financial/commercial transactions, internal approvals and stakeholder follow-ups. The candidate should be process-oriented, detail-focused and comfortable working with CRM and MIS-based workflows.

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