Sales Support
3 weeks ago
Company: Bimawala Group / Bimawala Global Wealth
Location: Mumbai, India
Experience: 0-2 years
Education: Bachelor's degree from a top-tier college in Mumbai
Industry: Insurance Broking | Wealth Management | Financial Services
Employment Type: Full-time
Bimawala Group, established in 1956, is a trusted leader in insurance broking, specializing in health, life, fire, motor, marine, and other insurance solutions. Expanding our expertise, we have launched Bimawala Global Wealth, offering personalized wealth management solutions for HNI and retail clients.
To support our leadership team in sales operations, client coordination, and strategic execution, we are looking for a dynamic Sales Support & Executive Assistant. This role offers exposure to wealth management, financial advisory, and business operations, with significant growth potential within the firm.
- Assist in managing client inquiries, policy renewals, and investment documentation.
- Track sales leads, follow up with prospects, and maintain CRM records.
- Prepare presentations, proposals, and financial reports for HNI & retail clients.
- Conduct market research to refine sales strategies and identify new opportunities.
- Manage calendars, meetings, and correspondence for senior management.
- Prepare reports, data analysis, and briefing notes for decision-making.
- Liaise with internal teams (sales, operations, compliance) and external partners on key projects.
- Ensure smooth day-to-day business operations and support key functions.
- Enhance efficiency by automating processes and organizing documentation.
- Handle confidential information with discretion and professionalism.
Must-Have:
- 0-2 years of experience in Sales Support, Business Coordination, or Executive Assistance.
- Bachelor's degree from a top-tier college in Mumbai.
- Strong organizational, analytical, and multitasking abilities.
- Proficiency in MS Excel, PowerPoint, and CRM tools.
- Excellent written & verbal communication skills with attention to detail.
Good to Have:
- Exposure to insurance, wealth management, or financial services.
- Knowledge of sales processes, client management, and investment products.
- Interest in business operations, strategy, and automation.
- Familiarity with automation tools (Zapier, Power Automate, Excel Macros).
Work directly with leadership in a fast-growing financial firm.
Exposure to HNI clients, investment strategies, and business development.
Opportunity to grow into a Sales Associate, Relationship Manager, or Operations Lead role.
Entrepreneurial environment focused on scalability, efficiency, and automation.
Competitive salary + performance-based incentives.
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