Sales Co-ordinator
Nariman Point, Mumbai
4 years
Job Roles And Responsibilities
We are seeking a highly organized and proactive professional to support our Business Development function. This role combines responsibilities of a Sales Coordinator within the Wealth / Investment domain and an Executive Assistant (EA) to the Director – Business Development. The ideal candidate will manage operational support, sales coordination, client communication, and executive support activities, ensuring smooth functioning of the BD office and enhancing overall business efficiency.
Key Responsibilities
Sales Coordination & Business Support
Support the Business Development team with lead tracking, proposal creation, documentation and other operational work.
Prepare sales dashboards, performance reports, presentations, and pitch decks.
Coordinate client meetings, follow-ups, reviews, and maintain detailed records in CRM systems.
Assist with renewal reminders, payment follow-ups, and service requests.
Liaise with internal teams including Research, Operations, Compliance, and Finance to ensure seamless client servicing.
Conduct basic market/industry research to support BD planning and initiatives.
Executive Assistant Responsibilities
Act as a point of contact and communication link between the Director and internal/external stakeholders.
Manage the Director’s calendar, travel arrangements, meetings, conferences, and appointments.
Draft emails, internal communications, meeting minutes, and priority action trackers.
Coordinate high-level presentations, reports, investor decks, and strategic documents.
Maintain strict confidentiality while handling sensitive information and executive correspondence.
Keys Skills & Competencies
Excellent communication and interpersonal skills with strong stakeholder management capability.
Proficiency in MS Office (Excel, PowerPoint), CRM platforms, and reporting dashboards.
Highly organized, proactive thinker with strong multitasking and prioritization skills.
Ability to work independently, manage deadlines, and handle confidential information with discretion.
Client engagement mindset with a professional and polished presentation style.
Qualification
Bachelor’s or Master’s degree in Business, Finance, Commerce, or relevant field.
Lead flow trackingProposal DevelopmentSales AdministrationExcel Dashboard+19
