CRM & Sales Coordinator

Company : Transparent Capital Location : Andheri East, Mumbai

Job Type : Full-time

About Us

Transparent Capital is a Mumbai-based company focused on unlisted shares / pre-IPO investment opportunities , offering investors curated access, real-time pricing data, and end-to-end transaction support in the pre-IPO secondary market. The company’s brand message centers on trust and transparency .

Job Summary

We are looking for a CRM & Sales Coordinator to support our sales and client relationship processes. This role combines customer relationship management, sales coordination, lead follow-up, documentation, and internal coordination to ensure a smooth client experience from inquiry to transaction support.

Key Responsibilities

- Manage and update customer and lead records in the CRM system
- Track inquiries, leads, follow-ups, and conversion status on a daily basis
- Coordinate with the sales team to ensure timely follow-up with prospects and clients
- Maintain accurate records of calls, meetings, client interactions, and transaction updates
- Prepare and share sales-related documents, proposals, and client communication as required
- Support the team in managing onboarding, documentation, and coordination for client transactions
- Follow up with clients for pending documents, confirmations, and next steps
- Coordinate internally with sales, operations, and management for smooth execution
- Generate daily, weekly,



and monthly reports on leads, client activity, and sales pipeline
- Help improve client response time and overall customer experience
- Ensure data accuracy, proper record-keeping, and timely CRM updates
- Address basic client queries and route complex queries to the concerned team

Required Skills & Qualifications

- Bachelor’s degree in Business, Commerce, Management, or related field

- 1-3 years of experience in CRM, sales coordination, customer support, telesales, or back-office sales operations :

- Strong communication and follow-up skills

- Strong organizational and multitasking ability

- Attention to detail and ability to maintain accurate records

- Professional attitude in handling client interactions

- Ability to work in a target-driven and process-oriented environment

Preferred Qualifications

- Experience in unlisted shares / pre-IPO domain :

- Familiarity with lead tracking, client onboarding, and documentation processes

- Experience supporting a sales team in a high-response setting

Why Join Us

- Opportunity to work in the growing unlisted shares / pre-IPO market :

- Exposure to a dynamic financial services environment

- Collaborative and growth-oriented team culture

- Opportunity to build experience in both CRM and sales operations

Pay: ₹25,000.00 - ₹50,000.00 per month

Work Location: In person

📌 Customer Relationship Manager (Marol)
🏢 Tranrent Capital
📍 Marol