Performance-based incentives, mobile allowance (if applicable)
About the Role
We are looking for a proactive and organized
Sales Coordinator
to support our Home Loan Sales team in the DSA channel. The role involves managing documentation, coordinating with customers, sales officers, and bank managers, maintaining MIS reports, and ensuring smooth loan processing. The ideal candidate should be detail-oriented, efficient, and skilled in communication and coordination.
Key Responsibilities
Login Coordination:
Manage incoming logins from Sales Officers.
Follow up with banks and sales managers to ensure timely lead processing.
Documentation Support:
Collect and verify all required documents for home loan applications.
Ensure accuracy and completeness before submission to the bank.
Coordinate with internal teams for discrepancies or missing documents.
Communication & Follow-Up:
Serve as the central point of contact between DSAs, credit teams, and bank managers.
Keep the sales team and clients updated on application status and approvals.
Sales Support:
Maintain daily login and application trackers.
Prepare MIS reports and dashboards for management review.
Update CRM systems with lead and login status.
Training & Onboarding:
Assist in onboarding and guiding new sales officers about documentation and process flow.
Key Skills & Competencies
Strong communication (verbal and written)
Proficiency in MS Office (especially Excel)
Organizational and multitasking abilities
Attention to detail and process orientation
Familiarity with home loan processes and DSA coordination (preferred)
Team player with strong follow-up skills
Qualifications
Graduate or Undergraduate in any discipline (Commerce/Finance preferred)
1-3 years of experience in BFSI, Home Loan, or DSA coordination roles
Experience working with Banks, DSAs, or NBFCs is an added advantage
Job Type: Full-time
Pay: ₹18,000.00 - ₹25,000.00 per month
Application Question(s):
Do you have experience as a Sales Coordinator or in the BFSI/Home Loan sector?
Are you comfortable with Monday-Saturday working hours (9:30 AM - 6:30 PM)?
How soon can you join if selected?
Location:
Karve Nagar, Pune, Maharashtra (Required)
Work Location: In person
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