Sales Coordinator - Financial Services (2-3 Yrs) Ahmedabad/Gujarat (Sales Management)

- Assist the sales team in preparing proposals, presentations, and sales contracts.- Coordinate and schedule client meetings, demonstrations, and follow-ups.- Manage and update the Customer Relationship Management (CRM) system with accurate and timely information.- Prepare regular sales reports and dashboards to track performance metrics.- Serve as a point of contact for clients, addressing inquiries and providing prompt resolutions.- Maintain strong, positive relationships with clients through regular communication and exceptional service.- Facilitate smooth onboarding processes for new clients, ensuring all documentation is complete and accurate.- Collaborate with cross-functional teams to streamline sales operations and enhance productivity.- Ensure compliance with company policies and regulatory requirements in all sales activities.- Assist in the development and implementation of sales strategies and initiatives.- Conduct market research to identify new business opportunities and industry trends.- Analyze competitor activities and market conditions to provide insights for strategic planning.- Assist in the preparation of sales forecasts and planning exercises.Qualifications/Eligibility Requirements:- Bachelor s degree in Business Administration, Marketing, Finance, or a related field.- Minimum of 2-3 years experience in a sales support or coordination role, preferably within the financial services industry.- Proficient in CRM software and Microsoft Office Suite (Excel, PowerPoint, Word).- Strong understanding of financial industry regulations and compliance requirements.- Excellent organizational and multitasking skills with a keen attention to detail.- Outstanding communication and interpersonal skills, with the ability to build and maintain client relationships.- Proactive problem-solving abilities and a results-oriented mindset. (ref:updazz.com)

Payroll Type : Permanent