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Tier-1 bank, mid-level generalist sales-support role in metro with broad skillset increases candidate competition.
Requires financial services experience and NISM certification, limiting cross-industry transferability.
Explicit 3–6 years, mandatory NISM certification, and sector-specific experience create strict shortlisting filters.
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Provide end-to-end sales support to Sales & Distribution teams across 27 branches in South & East Zone.
Manage and resolve Relationship Manager and distributor queries within set timelines through coordination with multiple internal teams.
Prepare and circulate daily, weekly, and monthly MIS reports and sales dashboards to track business metrics and branch performance.
3–6 years experience in sales support, MIS, operations, or customer support in mutual fund, banking, or financial services industry.
Graduate in any discipline.
Valid NISM certification required.
Strong Excel and MIS reporting skills mandatory.
Experienced in managing multi-branch coordination and stakeholder management in financial services sales support.
Proficient in preparing and analyzing detailed management information reports to drive business insights.
Familiarity with mutual fund operations and sales processes to effectively handle related queries and sales campaigns.