Coordinator

Job Description – Sales Operations Job

Title: Sales Operations Executive

Department: Sales

Role Overview

We are looking for a Sales Operations professional to support our sales team and maintain

strong relationships with existing clients. The role will be responsible for ensuring smooth

day-to-day operations, handling client queries, and managing relationships with existing

channel partners. This is an entry-level role, and freshers are welcome to apply.

Key Responsibilities

• Manage and maintain strong relationships with existing clients.

• Handle client queries and coordinate with internal teams to resolve issues on time.

• Follow up with clients to ensure timely transactions and repayments.

• Manage and maintain relationships with existing channel partners.

• Coordinate with channel partners for regular business opportunities and follow-ups.

• Coordinate with internal teams such as Credit, Operations, Risk, and Finance to ensure

smooth execution.

• Maintain accurate records of client and partner interactions.

• Ensure timely follow-up on pending documents, transactions, and other requirements.

Key Skills & Competencies

● Strong client relationship management skills

● Excellent verbal and written communication

● Good follow-up and coordination skills

● Strong problem-solving and ownership mindset

● Ability to manage multiple clients and priorities

● Understanding of lending, working capital, fintech, or financial services is preferred

● Good analytical and reporting skills

● Proficiency in MS Excel / Google Sheets

● Ability to work effectively with cross-functional teams

Oversee day-to-day sales operations and ensure smooth, structured, and timely execution of sales activities. • Develop daily, weekly, and monthly work plans for the sales team, clearly defining priorities, activities, targets, and expected outcomes. • Plan and allocate team activities based on business priorities, workload, individual capabilities, and sales requirements. • Monitor execution against planned activities and proactively address delays, gaps, and productivity issues. • Ensure every team member has clearly defined responsibilities, targets, priorities, and timelines. • Use Project Management tool to effectively for assigning, tracking, and monitoring tasks across team members. • Build a culture of ownership, accountability, timely execution, and measurable performance.