Role & responsibilities

- Coordinate with the Regional Sales Team and Bank Branches to ensure smooth execution of business acquisition activities.
- Prepare and circulate daily, weekly, and monthly business performance reports, MIS, and sales dashboards.
- Track branch-wise sales performance and provide timely updates to stakeholders.
- Coordinate with Corporate and Operations teams for business-related requirements and issue resolution.
- Maintain and update the master database of mapped bank branches, employees, and channel partners.
- Monitor customer complaints, coordinate with concerned teams, and ensure timely resolution.
- Support sales campaigns, contests, and business initiatives by tracking participation and performance.
- Maintain attendance, leave records, and other administrative data for the Regional Sales Team.
- Ensure accuracy and timely submission of sales documentation and compliance-related records.
- Assist in organizing sales meetings, training sessions, and review meetings by coordinating logistics and documentation.




- Prepare presentations, reports, and business analysis for Regional and Zonal management.
- Act as a single point of contact between Sales, HR, Operations, and Corporate teams for administrative and operational support.
- Ensure adherence to internal processes, policies, and service-level timelines.

Preferred candidate profile

1. Strong proficiency in Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, basic formulas), PowerPoint, and MS Office.
2. Excellent coordination and stakeholder management skills.
3. Strong analytical and reporting capabilities.
4. Valuable verbal and written communication skills.
5. Ability to manage multiple tasks with accuracy and attention to detail.
6. Knowledge of MIS reporting and sales support processes is preferred

Education : Graduation

Job Location : Ahmedabad

If interested, mail resume on [email protected]

📌 SBI Securities || Sales support Executive - MIS (Ahmedabad)
🏢 SBICAP Securities
📍 Ahmedabad