SALES COORDINATOR,SENIOR SALES COORDINATOR,BUSINESS DEVELOPMENT MANAGER

Location: Hyderabad

Department:

Reporting To: Zonal Head – South

Timing: 10:00 AM – 4:00 PM (Mon–Sat)

Role Summary

Job Summary

The Sales Coordinator will support the sales team by managing client inquiries, preparing documentation, coordinating with lenders, and ensuring smooth loan processing. This role involves maintaining customer relationships, tracking sales activities, and assisting consultants in achieving monthly targets. The ideal candidate should be organized, customer-focused, and experienced in sales support within financial or loan services.

Key Responsibilities

1. Lead Management & Customer Support

Handle inbound and outbound calls to explain loan products (Home Loan, Personal Loan, Business Loan, LAP, etc.).

Respond to customer inquiries via phone, email, and WhatsApp.

Follow up with leads and maintain a strong pipeline for the sales team.

Schedule appointments and coordinate meetings between clients and loan consultants.

2. Sales Coordination

Assist the sales team in achieving monthly loan disbursement and sales targets.

Prepare and maintain sales trackers, daily reports, and lead conversion updates.

Coordinate with internal departments (Credit, Operations, Documentation) for smooth processing.

Prepare loan files and ensure all required documents are collected from clients.

3. Documentation & Loan Processing

Verify customer documents (KYC, financial statements, bank statements, ITRs, etc.).

Submit loan applications to multiple banks/NBFCs and follow up for approval.

Track the status of each loan case and update the client and team accordingly.

Ensure compliance with company and lender guidelines.

4. Client Relationship Management

Provide post-sales support and ensure timely updates to clients.

Maintain high customer satisfaction by addressing queries and resolving concerns.

Build relationships with banking partners and maintain updated product knowledge.

Required Skills & Qualifications

Bachelors degree in Business, Finance, Marketing, or related field (preferred).

0- years of experience in sales coordination, banking, loan processing, or tele-sales.

Strong verbal and written communication skills.

Proficiency in MS Office (Excel, Word, Email).

Excellent organizational skills and attention to detail.

Ability to multitask and work in a fast-paced environment.

Knowledge of loan products and banking procedures (preferred).

Attractive incentives based on performance