About the role
- Manage end‑to‑end sales order processing and documentation.
- Serve as the first point of contact for customer inquiries and issue resolution.
- Coordinate with the Customer Care Executive team to provide timely information on products and services.
- Maintain and update client records in the CRM system.
- Prepare daily, weekly, and monthly sales performance reports.
- Liaise with finance and operations to ensure accurate invoicing and delivery schedules.
- Monitor compliance with BFSI regulatory requirements and internal policies.
- Identify and communicate process improvement opportunities to senior management.
- Assist in onboarding new clients and setting up their accounts.
- Support the back‑office team in handling high‑volume transaction volumes during peak periods.
- Bachelor's degree in Business, Finance, or related field.
- Minimum 2 years of experience in sales coordination, back‑office, or customer care within BFSI.
- Strong verbal and written communication skills in English.
- Proficiency with CRM software and MS Office (Excel, Word, PowerPoint).
- Excellent problem‑solving and decision‑making abilities.
- Customer‑focused mindset with a track record of maintaining high satisfaction levels.
- Ability to multitask and prioritize in a fast‑paced environment.
- Attention to detail and strong organizational skills.
- Knowledge of BFSI regulatory standards and compliance requirements.
- Team player with the ability to collaborate across departments.