Senior Executive - Sales Support

Key Responsibilities:

• Support the Sales team in lead management, customer coordination, and timely follow-ups for business/loan proposals.
• Coordinate with Credit, Operations, Risk, Legal, and customers to ensure complete documentation and smooth case processing.
• Maintain daily MIS, sales trackers, pipeline reports, and ensure accurate and timely updates in CRM/LMS.
• Track cases from login through sanction and disbursement, ensuring adherence to defined TATs and internal processes.
• Monitor pending cases, identify bottlenecks, and coordinate with relevant teams for timely resolution.
• Provide post-disbursement support and assist the Sales team in achieving business targets.
• Maintain accurate records of customer interactions, case status, documentation, approvals, and follow-ups.
• Ensure compliance with internal processes and maintain data accuracy across systems.

Required Skills:

• 1–2 years of experience in Sales Support, Business Operations, Loan Processing, Customer Coordination, or MIS roles.
• Graduate in any discipline.
• Good communication and interpersonal skills.
• Basic knowledge of MS Excel and CRM/LMS systems.
• Strong coordination and follow-up skills.
• Ability to manage multiple cases and work within defined TATs.
• Prior experience in NBFC, Fintech, Banking, or Financial Services will be preferred.