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Generalist sales-coordinator role with common CRM/Excel skills and mid-level experience increases candidate density.
Mandatory banking background and finance documentation skills limit cross-industry transferability.
Mandatory banking background plus explicit 1–4 year requirement and documentation skills tighten shortlisting.
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Provide end-to-end sales operations and coordination support to NBD and CRR teams, ensuring timely execution of sales opportunities and related documentation.
Manage and maintain CRM records, sales funnels, contracts, and commercial documents, coordinating with Legal, Finance, and other internal teams.
Monitor and report sales MIS, track pending approvals and documentation, identify process gaps, and escalate issues for resolution.
Prior banking sector experience is mandatory.
1–4 years of relevant experience in banking, sales coordination, sales operations, banking operations, or relationship support roles.
Graduate degree in B.Com, BBA, MBA, Banking & Finance or relevant discipline.
Proficiency with MS Excel and CRM tools; experience with Zoho CRM is an advantage.
Experienced in banking environments with strong exposure to documentation, process coordination, and financial/commercial transaction handling.
Comfortable managing multiple internal stakeholders and follow-up-driven sales operations processes.
Detail-oriented and process-focused, experienced with CRM and MIS-based sales workflows.