Sales Coordinator

Job Summary:

The Sales Coordinator will be responsible for supporting the sales team in achieving targets by managing client communications, preparing documentation, coordinating with internal departments, and ensuring smooth execution of sales operations. This role plays a key part in maintaining customer satisfaction and driving revenue growth in the finance company.

Key Responsibilities:

Assist the sales team in day-to-day activities, including lead management, client follow-ups, and appointment scheduling.

Prepare and maintain sales reports, MIS, and performance dashboards.

Coordinate with credit, operations, and accounts teams for loan processing and disbursement.

Ensure timely collection of required documents from clients and verify completeness.

Handle client queries, provide accurate information about financial products, and maintain strong customer relations.

Track sales targets, team performance, and update management on progress.

Support in drafting proposals, presentations, and agreements for clients.

Maintain CRM/database with updated client information and sales pipeline.

Follow up with clients for payments, renewals, and documentation.

Provide administrative support to the sales department, including preparing invoices, agreements, and letters.

Skills & Qualifications:

Bachelor’s degree in Business Administration, Finance, or a related field.

1 years of experience in sales coordination, preferably in the financial services industry.

Strong knowledge of MS Office (Excel, PowerPoint, Word).

Familiarity with CRM software and sales reporting tools.

Excellent communication, interpersonal, and organizational skills.

Ability to multitask, prioritize, and work under pressure.

Detail-oriented with strong analytical and problem-solving skills.

Key Competencies:

Customer-focused approach.

Team player with strong coordination ability.

Proactive and result-driven mindset.

Strong follow-up and documentation skills.

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