Executive | Sales Coordinator

About the Role

To provide end-to-end sales operations and coordination support to the NBD and CRR teams, ensuring timely execution of sales opportunities, documentation, approvals, contracts and commercial processes. The role requires a candidate with a banking background who is comfortable handling documentation, process coordination, financial/commercial records and multiple internal stakeholders.

Key Responsibilities

• Manage day-to-day sales coordination and operational activities for the NBD and CRR teams.
• Create, update and track Opportunities in Zoho CRM .
• Maintain and monitor the CRR Sales Funnel and coordinate timely GKP/Opportunity creation.
• Prepare and coordinate OLs, WOs, contracts and other commercial documents .
• Follow up with relevant teams for WO releases, approvals and pending documentation.
• Coordinate contract vetting and documentation with the Legal Team .
• Maintain accurate records of signed contracts, sales documents and related approvals.
• Coordinate with NBD, CRR, Lead Generation, Legal and Finance teams for timely completion of sales processes.
• Prepare and maintain sales MIS, trackers and reports .
• Monitor pending activities, approvals, documentation and opportunities and ensure timely follow-up.
• Support reconciliation and verification of sales-related financial/commercial documentation wherever required.
• Identify process gaps or delays and escalate them to the concerned stakeholders for timely resolution.
• Ensure adherence to internal sales processes, documentation standards and approval workflows.

Role Boundaries

The SC role is primarily focused on sales operations, documentation and coordination and does not independently own:

• Client relationship management or sales calls
• Client meetings and sales pitching
• Commercial negotiations
• Business development or lead conversion
• Client retention, renewals or re-orders
• Cross-selling / up-selling
• Revenue or sales target ownership

Requirements

Required Skills

• Strong coordination, follow-up and stakeholder management skills.
• Good understanding of banking processes, documentation and financial/commercial transactions .
• Strong attention to detail and documentation skills.
• Proficiency in MS Excel and CRM tools .
• Experience with Zoho CRM will be an advantage.
• Good communication and interpersonal skills.
• Ability to manage multiple tasks, follow-ups and deadlines.
• Strong analytical and problem-solving skills.

Qualification & Experience

• Graduate in B.Com, BBA, MBA, Banking & Finance or relevant discipline .
• 1–4 years of relevant experience in banking, sales coordination, sales operations, banking operations, relationship support or similar roles.
• Prior experience in the banking sector is mandatory.
• Candidates with experience in banking operations, documentation, commercial processing, relationship support or financial services coordination will be preferred.

Preferred Candidate Profile

A candidate who has worked in a banking environment and has strong exposure to documentation, process coordination, financial/commercial transactions, internal approvals and stakeholder follow-ups. The candidate should be process-oriented, detail-focused and comfortable working with CRM and MIS-based workflows.