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
- Valuable communication and coordination skills.
- Basic computer knowledge and proficiency in MS Excel.
- Good 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.