Sales Coordinator - Lead Management & Client Engagement

Sales Coordinator - Lead Management Client Engagement

Company: GEPL Capital Pvt. Ltd.

Location: Mumbai

Experience: 0-3 Years (Freshers with financial knowledge are welcome to apply)

Job Summary

We are looking for an energetic and organized Sales Coordinator to support our sales team by managing leads, coordinating client interactions, scheduling meetings, and ensuring timely follow-ups. The ideal candidate should possess excellent communication skills, strong organizational abilities, and a customer-centric approach. Candidates with an interest or background in financial services will be preferred.

Key Responsibilities

• Manage and qualify leads received through various channels.
• Maintain accurate lead and client records in CRM, Excel, or internal systems.
• Coordinate meetings between clients and the sales team.
• Conduct regular follow-ups with prospects and existing clients.
• Build and maintain strong client relationships through effective communication.
• Assist the sales team in client engagement and upselling relevant financial products.
• Coordinate with internal departments to ensure smooth client servicing.
• Prepare and maintain daily MIS, reports, and sales activity updates.
• Ensure timely completion of assigned tasks and follow-up schedules.
• Support the team in achieving business and customer service objectives.

Required Skills Qualifications

• Graduate in any discipline.
• 0-3 years of experience in Sales Coordination, Customer Support, Telecalling, Client Servicing, Lead Management, or similar roles.
• Freshers with good communication skills and basic financial market knowledge are encouraged to apply.
• Excellent verbal communication skills in English and Hindi (knowledge of regional languages is an added advantage).
• Good working knowledge of MS Excel, MS Office, Google Sheets, and CRM software.
• Strong organizational, coordination, and multitasking abilities.
• Detail-oriented with a proactive and positive attitude.

Preferred Industry Experience

Candidates with experience or exposure to any of the following industries will be preferred:

• Financial Services
• Stock Broking
• Banking
• Insurance
• Wealth Management
• Mutual Funds
• Investment Advisory

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.