About the Role : Key Responsibilities :

- Manage day-to-day sales coordination and operational activities for the NBD and CRR teams.-

- Create, update and track Opportunities in Zoho CRM .-

- Maintain and monitor the CRR Sales Funnel and coordinate timely GKP/Opportunity creation.-

- Prepare and coordinate OLs, WOs, contracts and other commercial documents .-

- Follow up with relevant teams for WO releases, approvals and pending documentation.-

- Coordinate contract vetting and documentation with the Legal Team .-

- Maintain accurate records of signed contracts, sales documents and related approvals.-

- Coordinate with NBD, CRR, Lead Generation, Legal and Finance teams for timely completion of sales processes.-

- Prepare and maintain sales MIS, trackers and reports .-

- Monitor pending activities, approvals, documentation and opportunities and ensure timely follow-up.-

- Support reconciliation and verification of sales-related financial/commercial documentation wherever required.-

- Identify process gaps or delays and escalate them to the concerned stakeholders for timely resolution.-

- Ensure adherence to internal sales processes, documentation standards and approval workflows. Role Boundaries : The SC role is primarily focused on sales operations,



documentation and coordination and does not independently own:

- Client relationship management or sales calls-

- Client meetings and sales pitching-

- Commercial negotiations-

- Business development or lead conversion-

- Client retention, renewals or re-orders-

- Cross-selling / up-selling-

- Revenue or sales target ownership Requirements : Required Skills :

- Solid coordination, follow-up and stakeholder management skills.-

- Good understanding of banking processes, documentation and financial/commercial transactions .-

- Strong attention to detail and documentation skills.-

- Proficiency in MS Excel and CRM tools .-

- Experience with Zoho CRM will be an advantage.-

- Good communication and interpersonal skills.-

- Ability to manage multiple tasks, follow-ups and deadlines.-

- Strong analytical and problem-solving skills. Qualification & Experience :

- Graduate in B.Com, BBA, MBA, Banking & Finance or relevant discipline .- 1-4 years of relevant experience in banking, sales coordination, sales operations, banking operations, relationship support or similar roles.- Prior experience in the banking sector is mandatory.

📌 Executive Sales Coordinator (Indore)
🏢 Enking international
📍 Indore