
Sales Coordinator
4 days ago
**Job Title**: Sales Coordinator - Wealth Management
**Location**: Lower Parel, Mumbai
**Experience**:Minimum 2 years**in sales coordination or similar roles
**Salary**: ₹45,000 - ₹50,000 per month
**Industry**: Wealth Management / Financial Services
**Employment Type**: Full-time, Work from Office
**CANDIDATE MUST HAVE EXPERIENCE IN SALES/CRM IN A WEALTH MANAGEMENT OR FINANCIAL SERVICE PROVIDING COMPANY**
Key Responsibilities:
- Coordinate with sales and advisory teams to manage client onboarding, documentation, and follow-ups
- Track leads, maintain CRM data, and ensure timely communication with prospects and clients
- Prepare sales reports, MIS, and assist in proposal generation and client presentations
- Liaise with internal departments (operations, compliance, marketing) to ensure smooth execution of sales processes
- Support relationship managers in client servicing and post-sales engagement
- Proven experience as a Sales Coordinator, BDE, BDA, Sales Executive, or Sales Assistant in the wealth management or financial services sector
- Strong communication and coordination skills
- Proficiency in MS Office and CRM tools
- Ability to multitask and manage timelines in a fast-paced environment
- Graduate degree required; finance background preferred
Why Join Us:
- Work with a reputed wealth management firm in a prime Mumbai location
- Opportunity to grow within a high-performance sales environment
- Competitive compensation and performance-linked incentives
**Job Types**: Full-time, Permanent
Pay: ₹45,000.00 - ₹50,000.00 per month
Schedule:
- Day shift
- Fixed shift
- Morning shift
Application Question(s):
- What is your current and expected CTC?
- How many years of experience do you have as a Sales Coordinator, BDE, BDA, Sales Executive, or Sales Assistant?
- Are you comfortable with the work location of Lower Parel, Mumbai?
- Do you have experience with CRM and MIS?
- Do you have Sales experience in the wealth management or financial services sector?
Work Location: In person
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