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