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.
Positive 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 & Coordination Executive Ahmedabad
🏢 Rukmani Financial Services
📍 Ahmedabad