About the Role

We are looking for a Sales Coordinator to provide end-to-end sales operations and coordination support to the NBD and CRR teams. The role will involve managing sales documentation, CRM updates, internal approvals, commercial processes, MIS and stakeholder coordination.

The ideal candidate should be process-oriented, detail-focused and comfortable working with multiple internal teams. Candidates with a banking or financial services background will have an added advantage, particularly those with exposure to documentation, financial transactions and process coordination.

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 to ensure 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.

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

Role Boundaries

The Sales Coordinator 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

Requirements

Required Skills

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

- Good attention to detail and documentation skills.

- Basic understanding of sales operations, commercial documentation and financial processes.

- 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.

- Ability to work effectively with cross-functional teams.

Qualification & Experience

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

- 1+ year of relevant experience in sales coordination, sales operations, banking operations, relationship support, commercial operations, financial services or similar roles.

- Candidates with banking/financial services experience will be preferred, but it is not mandatory.

- Freshers with strong relevant internship/project exposure and good coordination skills may also be considered, where applicable.

Preferred Candidate Profile

A candidate with 1+ year of experience who is comfortable working in a process-driven environment and has valuable exposure to documentation, coordination, internal approvals, MIS, CRM and stakeholder follow-ups.

Candidates from banking, financial services or commercial operations backgrounds will have an added advantage due to their familiarity with financial documentation and structured processes.

The ideal candidate should be detail-oriented, organised, proactive in follow-ups and comfortable handling multiple tasks and stakeholders simultaneously.

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