About the role
- Process sales orders and verify documentation for accuracy and compliance.
- Serve as the primary point of contact for customer inquiries related to sales and back‑office procedures.
- Coordinate with the CCE team to resolve client issues and ensure timely follow‑up.
- Maintain and update the CRM system with lead, opportunity, and client interaction data.
- Prepare daily, weekly, and monthly sales performance reports for management review.
- Track lead status and assist sales representatives in moving prospects through the pipeline.
- Ensure all contractual and regulatory requirements for BFSI clients are met.
- Facilitate the preparation of proposals, quotations, and contract amendments.
- Collaborate with finance and operations to reconcile invoices and payments.
- Identify process improvement opportunities and implement best practices for back‑office efficiency.
- Bachelor's degree in Business, Finance, or related field (or equivalent experience).
- Minimum 2 years of experience in sales coordination, back‑office support, or customer care within BFSI.
- Strong verbal and written communication skills in English.
- Proficiency with MS Office (Excel, Word, PowerPoint) and CRM software.
- Excellent organizational abilities and attention to detail.
- Ability to multitask and prioritize in a fast‑paced environment.
- Problem‑solving mindset with a customer‑centric approach.
- Knowledge of banking, financial services, or insurance industry regulations.
- Team player who can collaborate across departments.
- Reliability and a high degree of professionalism in handling confidential information.