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- Provide day-to-day administrative and operational support to the Sales team.
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- Manage and follow up with prospective clients and leads through calls, emails, and other communication channels.
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- Support the client onboarding process and assist clients with documentation and account-related queries.
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- Maintain accurate and up-to-date client and lead information within the CRM system.
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- Coordinate with internal departments, including Operations, Customer Support, Compliance, and other relevant teams, to ensure timely resolution of client requests.
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- Prepare sales reports, pipeline updates, and other relevant data for the Sales Manager.
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- Assist in monitoring lead allocation, follow-up activities, and conversion progress.
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- Build and maintain positive relationships with prospective and existing clients.
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- Identify and escalate any client issues or operational concerns to the appropriate teams.
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- Support the Sales team in achieving departmental and business objectives.
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- Ensure all client interactions and activities are conducted in line with internal policies and regulatory requirements.
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📌 Sales Support Specialist (Mumbai)
🏢 CPT Markets
📍 Mumbai