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
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Manage day-to-day sales coordination and operational activities for the NBD and CRR teams.
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Create, update and track Opportunities in Zoho CRM.
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Maintain and monitor the CRR Sales Funnel and coordinate timely GKP/Chance creation.
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Prepare and coordinate OLs, WOs, contracts and other commercial documents.
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Follow up with relevant teams for WO releases, approvals and pending documentation.
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Coordinate contract vetting and documentation with the Legal Team.
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Maintain accurate records of signed contracts, sales documents and related approvals.
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Coordinate with NBD, CRR, Lead Generation, Legal and Finance teams to ensure timely completion of sales processes.
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Prepare and maintain sales MIS, trackers and reports.
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Monitor pending activities, approvals, documentation and opportunities and ensure timely follow-up.
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Support reconciliation and verification of sales-related financial/commercial documentation wherever required.
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Identify process gaps or delays and escalate them to the concerned stakeholders.
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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: