- Industry: #Industry#
- Role: #Role#
- Years of experience: #Years of experience#
Job Brief:
- AU Small Finance Bank Limited is seeking a detail-oriented and proactive professional to support our Sales Department by coordinating sales activities and ensuring seamless communication between sales teams and clients. This role is pivotal in driving operational efficiency, managing sales documentation, and facilitating the achievement of sales targets within the financial services sector. The ideal candidate will possess strong organizational skills, a thorough understanding of financial products, and the ability to collaborate effectively across departments to enhance customer satisfaction and business growth.
Responsibilities
- Coordinate daily sales operations and support the sales team in achieving monthly and quarterly targets.
- Manage and maintain accurate sales records, client databases, and documentation in compliance with regulatory standards.
- Facilitate communication between sales representatives, clients, and internal departments to ensure timely resolution of queries and issues.
- Assist in the preparation of sales proposals, presentations,
and reports for senior management review.
- Monitor sales performance metrics and generate detailed reports to identify trends and areas for improvement.
- Organize and schedule meetings, training sessions, and client appointments to optimize sales team productivity.
- Collaborate with marketing and product teams to align sales strategies with promotional campaigns and product launches.
- Ensure adherence to company policies, financial regulations, and compliance requirements throughout the sales process.
- Support the onboarding process for new clients by coordinating documentation and facilitating communication between stakeholders.
- Identify opportunities to streamline sales processes and implement best practices to enhance operational efficiency.
Skill
- Sales Operations Management
- Client Relationship Management (CRM) Software
- Financial Product Knowledge
- Data Analysis and Reporting
- Regulatory Compliance in Financial Services
- Effective Communication
- Time Management and Scheduling
- Documentation and Record Keeping
- Cross-functional Collaboration
- Problem-solving and Conflict Resolution
Preferred Qualifications
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Minimum of 3 years of experience in sales coordination or sales support within the financial services industry.