Minimum 2 years in sales coordination or similar roles
Salary:
?45,000 - ?50,000 per month
Industry:
Wealth Management / Financial Services
Employment Type:
Full-time, Work from Office
Key Responsibilities:
Coordinate with sales and advisory teams to manage client onboarding, documentation, and follow-ups
Track leads, maintain CRM data, and ensure timely communication with prospects and clients
Prepare sales reports, MIS, and assist in proposal generation and client presentations
Liaise with internal departments (operations, compliance, marketing) to ensure smooth execution of sales processes
Support relationship managers in client servicing and post-sales engagement
Candidate Profile:
Proven experience as a Sales Coordinator, BDE, BDA, Sales Executive, or Sales Assistant in the wealth management or financial services sector
Strong communication and coordination skills
Proficiency in MS Office and CRM tools
Ability to multitask and manage timelines in a fast-paced environment
Graduate degree required; finance background preferred
Why Join Us:
Work with a reputed wealth management firm in a prime Mumbai location
Opportunity to grow within a high-performance sales environment
Competitive compensation and performance-linked incentives
Job Types: Full-time, Permanent
Pay: ?45,000.00 - ?50,000.00 per month
Schedule:
Day shift
Fixed shift
Morning shift
Application Question(s):
What is your current and expected CTC?
How many years of experience do you have as a Sales Coordinator, BDE, BDA, Sales Executive, or Sales Assistant?
Are you comfortable with the work location of Lower Parel, Mumbai?
Do you have working experience in the wealth management or financial services sector?
Do you have experience with CRM and MIS?
Work Location: In person
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