Job Description

Job Title:

Sales Coordinator - Wealth Management

Location:

Lower Parel, Mumbai

Experience:

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