Role & responsibilities

- Providing administrative support to the sales team, including preparing sales documents, updating CRM records, and organizing sales reports.
- Coordinating with customers and provide information to ensure a high-quality customer experience.
- Handling incoming inquiries via phone, email, or chat and route them to the appropriate sales representatives.
- Ensuring accuracy and timely communication.
- Scheduling meetings, demos, and calls between sales team members and potential clients and Channel Partners.
- Maintaining and organising a digital filing system of contracts, client communication, and sales materials.
- Collaborating with marketing, finance, and logistics teams to ensure smooth execution of sales campaigns, pricing updates, and deliveries.




- Assisting in preparing sales presentations, pitch decks, and product sheets for client meetings.
- Monitoring stock levels or lead times (when relevant), helping the team meet customer expectations and delivery timelines tasks.

Preferred candidate profile

- Graduate in any discipline

- Minimum 5 years experience as a Sales Coordinator preferably in the Wealth Management segment.

- Must be fluent in English/ Bengali & Hindi

- Sound knowledge in MS Office, Power Point and CRM softwares

- Only female candidates need apply

📌 Sales Coordinator- Senior Executive Sales (Kolkata)
🏢 Ambuja Neotia
📍 Kolkata