Sales Support

2 weeks ago

Mumbai, India Equirus Full time

Role Title : Sales Support (Assest Management Business) Location : Ahmedabad Qualification : Graduate / Postgraduate Experience : 4–6 years of experience in a similar role, preferably within AMC Role & Responsibilities: Sales Coordination: Support the Sales Team by coordinating client interactions, managing meeting follow-ups, and preparing sales presentations or proposals. Documentation Management: Assist in accurate and timely completion of client onboarding documents, investment forms, and KYC compliance as per regulatory requirements. Internal Liaison: Work closely with operations, compliance, legal, and marketing teams to ensure smooth handling of sales-related activities and issue resolution. Data Management & Reporting: Maintain and update CRM systems, track sales leads, and generate regular MIS reports for the sales leadership. Client Communication: Respond to basic client queries, provide product or process information, and ensure prompt resolution or escalation to relevant teams. Marketing Support: Coordinate the distribution of marketing materials, sales kits, product notes, and event logistics for distributor or client engagements. Compliance Coordination: Ensure all sales processes adhere to internal compliance policies and SEBI regulations.

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