About this role
The Sales Co‑ordinator will act as the hub between the sales team, customers, and internal back‑office functions within the CLM Domestic BFSI vertical. You will manage order processing, monitor lead pipelines, and provide first‑line support for customer inquiries, ensuring high satisfaction and smooth transaction flow. This role collaborates closely with the Customer Care Executive team to resolve issues promptly and maintain accurate records in our CRM system.
- Process sales orders and verify documentation for accuracy and compliance.
- Serve as the primary point of contact for customer inquiries related to sales and back‑office procedures.
- Coordinate with the CCE team to resolve client issues and ensure timely follow‑up.
- Maintain and update the CRM system with lead, opportunity, and client interaction data.
- Prepare daily, weekly, and monthly sales performance reports for management review.
- Track lead status and assist sales representatives in moving prospects through the pipeline.
- Ensure all contractual and regulatory requirements for BFSI clients are met.
- Facilitate the preparation of proposals, quotations, and contract amendments.
- Collaborate with finance and operations to reconcile invoices and payments.
- Identify process improvement opportunities and implement best practices for back‑office efficiency.
- Bachelor's degree in Business, Finance, or related field (or equivalent experience).
- Minimum 2 years of experience in sales coordination, back‑office support, or customer care within BFSI.
- Strong verbal and written communication skills in English.
- Proficiency with MS Office (Excel, Word, PowerPoint) and CRM software.
- Excellent organizational abilities and attention to detail.
- Ability to multitask and prioritize in a fast‑paced environment.
- Problem‑solving mindset with a customer‑centric approach.
- Knowledge of banking, financial services, or insurance industry regulations.
- Team player who can collaborate across departments.
- Reliability and a high degree of professionalism in handling confidential information.