Sales Coordinator

Job Title: Sales Coordinator – Home Loan (DSA Channel)

Location: Pune -Karve nagar 

Job Type: Full-time ( Monday to Saturday )

Office timing - 9.30 am to 6.30 pm 

Reporting To: Branch Manager

Job Summary:

We are seeking a dynamic and organized Sales Coordinator to support the Home Loan Sales team in our DSA (Direct Selling Agent) channel. The ideal candidate will be responsible for coordinating with internal sales team, customer, bank sales manager, managing documentation, managing MIS for sourced business , and ensuring timely processing of loan applications. You will play a key role in improving team efficiency, communication, and customer satisfaction.

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Key Responsibilities:

• Login Coordination:

• Manage incoming logins from sales officer 

• Follow up with bank and sales manager to ensure timely action on leads.

• Documentation Support:

• Collect and verify loan application documents from customer 

• Ensure accuracy and completeness of documents before submitting to bank .

• Coordinate with internal teams for any discrepancies or missing information.

• Communication & Follow-Up:

• Act as a point of contact between DSAs, credit teams, and sales managers.

• Update sales team and clients on application status, pending documents, and approvals.

• Sales Support:

• Maintain and update login and application trackers daily.

• Prepare MIS reports and dashboards for management review.

• Ensure all logins are logged in CRM or tracking system with proper status updates.

• Training & Onboarding:

• Assist in onboarding new sales officers by guiding them through processes and documentation requirements.

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Key Skills & Competencies:

• Excellent verbal and written communication skills

• Proficiency in MS Office (Excel, Word, Outlook)

• Strong organizational and follow-up skills

• Attention to detail and ability to handle multiple tasks

• Knowledge of home loan documentation and processing (preferred)

• Ability to coordinate with multiple stakeholders

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Qualifications:

• Graduate / undergraduate in any discipline (Commerce/Finance preferred)

• Minimum 1–3 years of experience in a similar role in BFSI or Home Loan industry

• Experience working with bank / DSAs or third-party channels is an added advantage

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Salary: Based on industry standards + Incentives (if applicable)

Benefits: Incentives, Mobile Allowance (if applicable)