Job SummaryWe are looking for a detail-oriented and proactive Lead Management & Coordination Executive to manage loan and mutual fund leads, ensure timely follow-ups, maintain accurate records, and prepare daily MIS reports.

Key Responsibilities
• Manage and track incoming loan and mutual fund leads.
• Conduct timely follow-ups with leads through calls, WhatsApp, and other communication channels.
• Update all lead details, follow-up status, and remarks in the company’s system.
• Maintain accurate and up-to-date lead databases and MIS reports.
• Coordinate with the sales team to ensure effective lead handling and timely action.
• Monitor lead progress from initial inquiry to conversion or closure.
• Prepare and submit daily, weekly, and monthly reports on lead status, follow-ups, and conversions.




• Ensure no lead is missed and all pending follow-ups are completed on time. Required Skills
• Good communication and coordination skills.
• Basic computer knowledge and proficiency in MS Excel.
• Valuable data entry, record-keeping, and reporting skills.
• Attention to detail and ability to manage multiple leads.
• Responsible, organised, and target-oriented approach. Preferred Candidate
• Freshers and experienced candidates can apply.
• Experience in lead management, telecalling, sales coordination, or financial services will be an advantage.

📌 Lead Management (Ahmedabad)
🏢 Rukmani Financial Services
📍 Ahmedabad