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