Sales Coordinator & Tender Management

About Us:

With over 10 years of experience serving 200+ clients across diverse geographies specific to real estate, we have launched a dedicated vertical for the real estate sector. Our comprehensive services are designed to support clients at every stage of their project lifecycle, from initial planning to closing sales.

Why Choose Us?

Proven Experience: Over 200 successful client engagements across diverse geographies in the real estate industry.

Holistic Service Offering: Covering every aspect of real estate marketing and sales.

Innovation & Creativity: Cutting-edge campaigns and creative assets that stand out.

Dedicated & Skilled Team: Experts passionate about driving results and fostering growth.

Role Overview:

We are looking for a proactive and detail-oriented Business Coordinator – Real Estate to manage operational coordination, business reporting, sales data management, and cash flow tracking for the real estate vertical. The ideal candidate should have strong coordination skills, excellent data management abilities, and experience in handling real estate operational processes. .

Key Responsibilities

1. Data Maintenance & Reporting

● Maintain and update all real estate business data with accuracy.

● Prepare daily, weekly, and monthly MIS reports for management.

● Generate reports related to sales, collections, inventory, and team performance.

● Ensure proper documentation and data organization across departments.

2. Inventory Data Management

● Maintain project inventory records, including unit availability, pricing, and status updates.

● Coordinate with sales and management teams for real-time inventory updates.

● Ensure inventory data is accurately updated in internal systems/software.

3. Sales Data Management

● Track leads, site visits, bookings, closures, and sales performance data.

● Maintain sales pipeline reports and team target tracking.

● Coordinate with the sales team for accurate reporting and follow-ups.

4. Collection Data Management

● Maintain customer payment and collection records.

● Track pending payments, due amounts, and payment schedules.

● Coordinate with finance and sales teams for timely collection updates.

5. Individual & Departmental Performance Tracking

● Maintain individual sales performance and target achievement data.

● Prepare departmental performance reports and dashboards.

● Support management with operational and performance analysis.

6. Software & CRM Updates

● Ensure timely updates of data in CRM and internal software systems.

● Maintain the accuracy of customer, sales, inventory, and payment records.

● Coordinate with teams to resolve discrepancies in reports or software entries.

7. Cash Flow Coordination & Management

● Assist in tracking project-wise cash inflow and outflow.

● Coordinate with finance and operations teams for payment processing and reporting.

● Maintain records related to receivables, collections, and financial coordination.

Requirements

Bachelor’s degree in Business Administration, Commerce, Management, or related field.

1–3 years of experience in coordination, operations, or MIS roles, preferably in real estate.

Strong knowledge of MS Excel, Google Sheets, and reporting tools.

Good understanding of CRM/software management and reporting processes.

Strong communication, coordination, and follow-up skills.

Ability to manage multiple tasks in a fast-paced environment.

Position: MIS Executive

Experience: 1–2 Years

Industry: Finance / Banking / NBFC

Employment Type: Full-Time

Job Summary

We are looking for a detail-oriented MIS Executive to manage reporting, data analysis, and business information. The ideal candidate should have a Commerce/Finance background with strong Excel and coordination skills.

Key Responsibilities

·        Prepare and maintain daily, weekly, and monthly MIS reports.

·        Collect, analyze, and validate business data.

·        Maintain Excel-based reports and dashboards.

·        Perform data reconciliation and identify discrepancies.

·        Coordinate with internal teams for timely data collection.

·        Provide accurate reports and insights to management.

·        Maintain proper records and documentation.

Requirements

·        Graduate, preferably B.Com / Finance / Commerce.

·        1–2 years of relevant experience in Finance, Banking, or NBFC.

·        Good knowledge of MS Excel and basic accounting.

·        Understanding of banking/financial products.

·        Strong communication, coordination, and analytical skills.

·        High attention to detail and ability to meet deadlines.

To Apply

HR Swati

How you will work

You own the execution on your brands. Nobody will chase you for status, and nobody will hand you a process for a situation you have not seen before. You build it, write it down, and the next brand goes live faster because of it.

Expect the first few fortnights to be manual. Trackers maintained by hand, follow-ups by phone, reports rebuilt every week. What we want you doing alongside that is noticing which of it should never be manual again: the same status update, the same device reconciliation, the same weekly report.

You will be encouraged to automate those yourself with the AI and workflow tools available to you, rather than waiting on an engineering sprint. You will not be doing this alone. Sales, Product, Engineering, AI and Logistics teams sit around you and will build what you ask for. What nobody will do is tell you what to ask for.

What you will do

• Run brand and store onboarding. Work with the client's point of contact to collect store, employee and device details. Plan the go-live, run the store training, track timelines, and keep the implementation tracker honest.
• Own devices and logistics. Allocation, mapping, dispatch, delivery, replacement and recovery. Keep accurate records of active, faulty, spare and returned devices, and stay on top of couriers and vendors until things actually arrive.
• Watch the daily operations.- Monitor recordings and data uploads, track store and salesperson activity, and spot the gap before the client does. Handle escalations, and follow up internally until the issue is actually closed rather than acknowledged.
• Report accurately. -Daily and weekly operational reports on adherence, recordings, store activity and device health. This is heavy Excel and Sheets work: pivot tables, lookups, QUERY, FILTER. The numbers have to be right, because people make decisions on them.
• Coordinate with clients. -Be the operational contact for the brand's teams. Share updates, understand what they are asking for, and make sure every commitment you make is one that gets delivered.
• Coordinate the team.- Allocate tasks across the operations and implementation team, track completion, run regular reviews, and help new joiners get up to speed on how things are done.
• Improve and automate the process. -Write the SOPs and checklists, kill the repetitive manual work, and make each implementation cleaner than the last.

What we are looking for

1. Must have 3 to 5 years in operations, implementation, project coordination or customer success operations
2. A logistics or e-commerce background is the closest match to what this job actually asks for, and is what we would prefer
3. Strong Excel and Google Sheets. Formulas, pivot tables, VLOOKUP or XLOOKUP, QUERY and FILTER should be things you use, not things you have heard of
4. Relentless follow-up. Most of this job is making sure something that was promised actually happened
5. Good communication and the confidence to handle a client escalation without needing somebody senior on the call
6. Fluent English and Hindi. A third Indian language counts for a lot, since you will be talking to store teams and not only to HQ
7. Ownership. You should be the person others stop following up with, because you have already closed it

Good to have

• Basic SQL, or experience writing report requirements for a technical team
• Used LLMs for daily tasks, both professional and personal
• Exposure to SaaS, AI or a startup environment, and to hardware deployed in the field
• Experience coordinating a small team, or running several clients and projects at once

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

About the Role

Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth. 

 Responsibilities 

• Support business operations using tech tools (Excel, CRM, dashboards)  
• Analyze data and generate insights for decision-making  
• Assist in automation workflows and process improvements  
• Coordinate between tech and business teams  
• Help in implementing digital solutions and tools  

 Skills Required 

• Basic knowledge of Excel / Google Sheets  
• Good analytical and problem-solving skills  
• Understanding of business processes  
• Interest in technology and automation  

 Details 

• Duration: 3–6 months  
• Mode: Remote  
• Certificate + PPO based on performance 

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

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

Position : Executive / Sr. Executive / Assistant Manager – MIS & Reconciliation

Industry : Fintech

Job Location : Gurgaon

Experience :

• Executive / Sr. Executive : 3–6 Years
• Assistant Manager : 5–8 Years

Role Overview :

We are looking for a detail-oriented and analytical MIS & Reconciliation professional to manage management reporting, account reconciliations, data validation, and periodic MIS activities.

The role will be responsible for preparing accurate and timely MIS reports, identifying and resolving reconciliation discrepancies, maintaining data integrity, and coordinating with cross-functional teams. The position will also contribute to process improvement and reporting automation initiatives.

Mandatory Skills :

MIS Reporting, Account Reconciliation, Advanced Excel (VLOOKUP, HLOOKUP, XLOOKUP, Pivot Tables, COUNTIF/COUNTIFS, SUMIF/SUMIFS), Data Analysis, Data Validation, Financial Reporting, and Discrepancy Resolution.

Key Responsibilities :

• Collect, consolidate, validate, and analyze data from multiple sources for MIS reporting.
• Prepare and circulate daily, weekly, monthly, and periodic MIS reports for management review.
• Perform account, transaction, and ledger reconciliations and investigate discrepancies.
• Identify data mismatches, exceptions, and reconciliation breaks and ensure timely resolution.
• Maintain high standards of data accuracy, completeness, and integrity across reporting activities.
• Coordinate with Finance, Operations, Business, and other internal teams to collect and validate required information.
• Maintain and update MIS dashboards, trackers, and reporting formats as required.
• Support audit requirements by preparing relevant reports, reconciliations, schedules, and supporting documentation.
• Ensure adherence to defined reporting processes, controls, and timelines.
• Identify opportunities to improve reporting processes and reduce manual efforts through automation and standardization.
• Assist in developing and maintaining automated MIS reports using advanced Excel and other relevant tools.
• Track key operational and financial metrics and highlight significant variances or exceptions to management.
• Maintain proper documentation of reports, reconciliation workings, processes, and controls.

Key Performance Indicators / Success Criteria :

• Accuracy and timely submission of MIS reports.
• Timely completion and accuracy of account/transaction reconciliations.
• Effective identification and resolution of discrepancies and exceptions.
• Data integrity and adherence to reporting standards.
• Quality of coordination with cross-functional stakeholders.
• Reduction in manual reporting efforts through process improvement and automation.
• Timely support for audits and management reporting requirements.

Mandatory Skills :

Advanced Excel

Strong hands-on experience with Microsoft Excel, including :

• VLOOKUP / HLOOKUP
• XLOOKUP
• COUNTIF / COUNTIFS
• SUMIF / SUMIFS
• Pivot Tables
• Conditional Formatting
• Data Validation
• IF / Nested IF
• INDEX-MATCH
• Data cleaning and consolidation
• Large-data-set handling and analysis

MIS & Reconciliation

• Strong experience in MIS preparation and management reporting.
• Hands-on experience in account / transaction / ledger reconciliation.
• Ability to identify, analyze, and resolve data discrepancies.
• Good understanding of data validation and reporting controls.

Preferred / Additional Skills :

• Basic knowledge of Macros / VBA.
• Experience with Tally ERP 9 or similar accounting/ERP tools.
• Basic understanding of accounting principles and financial transactions.
• Exposure to reporting automation and process improvement.
• Experience working with large volumes of financial or transactional data.
• Good analytical and problem-solving skills.
• Strong communication and stakeholder coordination skills.

Educational Qualification :

Minimum Qualification :

• Bachelor's degree in B.A. / B.Com or equivalent.

Preferred Qualification :

• B.Com
• B.A.
• MBA – Finance / Accounting

Ideal Candidate Profile :

The ideal candidate should have strong hands-on experience in MIS reporting, reconciliation, Excel-based data analysis, and management reporting, preferably within the Fintech, BFSI, financial services, payments, or transaction-driven environment.

The candidate should be highly detail-oriented, comfortable working with large datasets, capable of independently identifying discrepancies, and proactive in improving reporting and reconciliation processes.

Greetings from zealous!

Role: MIS Executive

Location: Chennai

Experience Required: 1 to 2 Years

Preferred Candidate: Male Candidates Only

Job Description

We are looking for a MIS Executive with 1–2 years of experience to join our team in Chennai. The ideal candidate should have strong expertise in Advanced Excel, MIS reporting, and data management.

Key Responsibilities

• Prepare and maintain daily, weekly, and monthly MIS reports
• Generate accurate reports and dashboards for management review
• Analyze large sets of data and present meaningful insights
• Use VLOOKUP, HLOOKUP, Pivot Tables, and advanced formulas for data analysis
• Develop and maintain Excel macros / VBA automation
• Ensure data accuracy and timely submission of reports
• Coordinate with internal teams for data collection and reporting requirements
• Create and update trackers, performance reports, and management dashboards
• Support business teams with ad-hoc reporting and analysis

Required Skills

• Strong knowledge of Advanced Excel
• Hands-on experience in:
• VLOOKUP
• HLOOKUP
• Pivot Tables
• Macros / VBA
• Advanced Formulas
• MIS Reporting
• Data Analysis
• Good understanding of reporting formats and dashboards
• Strong analytical and problem-solving skills
• Good communication and coordination skills

Qualification

• Any Graduate
• 1 to 2 years of relevant MIS / Reporting experience

Preferred

• Male candidates preferred
• Immediate joiners are an added advantage

Key Responsibilities

• Collect, consolidate and manage data from various internal systems, SaaS platforms, CRM/ERP modules, logs, and databases.
• Generate daily, weekly, monthly, and ad-hoc MIS reports and dashboards for operations, sales, finance, customer-support or other relevant teams.
• Use advanced Excel to build, maintain, and manage complex spreadsheets — including pivot tables, VLOOKUP / HLOOKUP / INDEX-MATCH, SUMIF/COUNTIF, conditional formatting, charts/graphs, macros/VBA (if needed) to automate routine reporting tasks.
• Validate and clean data — ensure data integrity, consistency; identify and rectify discrepancies or anomalies.
• Collaborate with cross-functional teams (product, operations, support, finance, sales) to understand their data/reporting needs and deliver appropriate reports/insights.
• Provide ad-hoc data analysis or custom reporting as required by management or US stakeholders.
• Maintain documentation of reporting processes, data definitions/SOPs, report templates, and standard workflows.
• Ensure timely delivery of reports — especially considering night-shift schedule — so that US-based stakeholders receive data at start of their business day.
• Identify opportunities for process improvement and automation to make MIS reporting more efficient and reliable.

Required Skills & Qualifications

• Bachelor’s degree (in IT, Computer Science, Business, Statistics, or related field) or equivalent.

• Strong proficiency in Microsoft Excel — including advanced formulas/functions (VLOOKUP/HLOOKUP/INDEX-MATCH), pivot tables, charts/graphs, conditional formatting, data cleaning, data validation.
• Ability to build and maintain dashboards/reports; comfortable using Excel for recurring and ad-hoc reports.
• Strong analytical and problem-solving skills; ability to work with large datasets, identify trends, anomalies, and draw insights.
• Good communication skills — ability to coordinate with different teams/stakeholders, understand requirements, and present data/insights clearly.
• Readiness for night-shift work from office; ability to work independently, meet deadlines and manage time effectively.