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/Chance 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