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Tier-1 brand, mid-level generalist sales-support role in Mumbai attracts many qualified applicants.
Role requires banking KYC, regulatory and institutional sales knowledge, limiting cross-industry transferability.
Explicit 5-8 years requirement plus KYC, compliance and bank systems increases screening rigor.
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Provide on-desk sales support throughout the client and sales lifecycle, including preparing client presentations, attending meetings, and documenting call reports.
Coordinate internally to track and execute follow-up items, maintain CRM and internal systems accuracy, and support client onboarding and pre-trade readiness.
Lead governance and control efforts by partnering with Legal, Compliance, Risk, Audit, and Finance to ensure appropriate controls and compliance with policies.
5-8 years of relevant work experience.
Bachelor’s degree or equivalent experience required.
Knowledge of client onboarding procedures including KYC and OFAC compliance.
Proficiency with CRM systems (including OneKYC), Microsoft Excel, Word, PowerPoint, and general computer skills.
Experience working closely with sales teams and client executives in institutional sales or financial services environment.
Detail-oriented with strong organizational and problem-solving skills, capable of managing complex workflows and escalation issues.
Demonstrated ability to maintain governance and compliance standards while improving process efficiency and client experience.