Job Description – Sales Coordinator

Industry: Housing Finance / Financial Services
Department: Sales
Designation: Sales Coordinator
Reporting To: Sales Head
Location: [MUMBAI / CHURCHGATE]
Experience: 1–3 Years (preferably in Housing Finance, Banking or NBFC)

Job Purpose

To provide effective sales and operational support to the sales team by coordinating with customers, connectors, DSAs, channel partners, and internal departments to ensure smooth processing of home loan applications, timely documentation, and achievement of business targets.

Key Roles & Responsibilities

1. Sales Coordination & Support

- Coordinate with the sales team for daily business activities and lead follow-ups.
- Maintain and update daily sales MIS, lead trackers, login reports, and disbursement reports.
- Ensure timely follow-up on leads and pending cases.
- Assist the sales team in achieving monthly business targets.

1. Customer & Channel Partner Coordination

- Coordinate with customers regarding loan application status and documentation requirements.
- Track home loan applications from login to sanction and disbursement.
- Ensure completeness of loan application forms and required documentation.
- Monitor pending cases and facilitate timely resolution of bottlenecks.

1. MIS & Reporting

- Prepare daily, weekly, and monthly sales reports.
- Maintain records of leads, logins, sanctions, rejections, and disbursements.
- Track sales productivity and provide regular updates to the reporting manager.




- Maintain proper documentation and records of business activities.

1. Administrative & Operational Support

- Schedule meetings and coordinate appointments for the sales team.
- Maintain channel partner databases.
- Ensure timely communication between the sales team and internal departments.
- Support the branch team in day-to-day operational activities.

Desired Candidate Profile

- Graduate in any discipline; preference for Commerce, Business Administration or Finance.
- 1–3 years of experience in sales coordination, banking, NBFC or housing finance.
- Basic understanding of home loans, loan documentation and financial services.
- Good communication and interpersonal skills.
- Proficiency in MS Excel, Word and PowerPoint.
- Solid follow-up, coordination and multitasking abilities.
- Ability to work in a target-driven and fast-paced environment.

Key Competencies

- Sales coordination and execution
- Customer relationship management
- MIS preparation and reporting
- Documentation and process management
- Stakeholder coordination
- Time management and problem-solving
- Attention to detail

Key Performance Indicators (KPIs)

- Timely updating of sales MIS and trackers.
- Turnaround time for lead and customer follow-ups.
- Reduction in pending documentation and login cases.
- Effective coordination for timely sanction and disbursement.
- Accuracy of reports and database maintenance.
- Overall support towards branch business targets.

📌 Sales Coordinator (Mumbai)
🏢 Ghrig People Solutions
📍 Mumbai