Sales Support

1 week ago

Mumbai Metropolitan Region, India EdgeVantage Full time ₹ 9,00,000 - ₹ 12,00,000 per year

About Our Client
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office.

It is a holistic Wealth Management platform founded by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. We specialize in Wealth Management, Mutual Funds, Primary and Secondary Debt, Real Estate, Market Linked Debentures, Alternate Investment Funds, Tax Advisory, Estate Planning, Offshore Products, Unlisted Securities, Portfolio Management Services, Investment Advisory and Family Office.

Job Description
The Sales Support function plays a crucial role in enabling the Sales Team to perform effectively by managing backend processes, ensuring operational efficiency, and enhancing the overall customer experience. This role acts as a key liaison between the Sales Team and various internal departments, facilitating the smooth execution of the sales cycle.

Roles And 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.

Role Requirement

  • Graduate/Postgraduate (preferably in Commerce, Business, or Finance)
  • 4–6 years of experience in a similar role, preferably within AMC
  • Strong communication and coordination skills
  • Proficiency in MS Office and CRM systems
  • Attention to detail and ability to manage multiple priorities
  • Understanding of mutual fund or investment product sales processes is a plus

Skills: crm,excel,sales coordination,client coordination,investment products,data management,mutual funds,internal liaison,sales,amc,compliance,communication

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