Executive | Sales Coordinator

Enking International; Indore District; On-site; INR 600,000 - 840,000; Full time

Job summary

Enking International seeks a Sales Operations Coordinator to support NBD and CRR teams, handling documentation, contracts and CRM activities. The role requires banking process understanding and strong coordination across Legal, Finance and Sales teams to ensure timely completion of opportunities.

The candidate should have 1–4 years in banking or sales operations, with proficiency in Excel and Zoho CRM, and excellent communication skills to manage multiple stakeholders.

Qualifications

• Graduate with banking/finance background and related discipline.
• 1–4 years of experience in banking, sales coordination or related roles.
• Prior banking sector experience is mandatory.
• Exposure to documentation, approvals and internal stakeholder workflows.

Responsibilities

• Provide end-to-end sales operations support to NBD and CRR teams.
• Create, update and track Opportunities in Zoho CRM.
• Maintain CRR Sales Funnel and coordinate opportunity creation.
• Prepare and coordinate OLs, WOs, contracts and other documents.
• Follow up with teams for WO releases, approvals and documentation.
• Coordinate contract vetting with Legal team and maintain signed records.
• Coordinate with NBD, CRR, Lead Gen, Legal and Finance for timely completion.
• Prepare and maintain sales MIS, trackers and reports.
• Monitor pending activities and ensure timely follow-up.
• Support reconciliation of sales-related documentation and identify process gaps.

Skills

Coordination

Stakeholder management

Banking processes

Documentation

MS Excel

CRM tools

Zoho CRM

Communication

Interpersonal skills

Time management

Analytical thinking

Problem-solving

Education

B.Com

BBA

MBA

Banking & Finance

Tools

Zoho CRM

MS Excel

CRM software

Job description

Kindly visit our website www.enkingint.org

Job Description

About the Role

To provide end-to-end sales operations and coordination support to the NBD and CRR teams, ensuring timely execution of sales opportunities, documentation, approvals, contracts and commercial processes. The role requires a candidate with a banking background who is comfortable handling documentation, process coordination, financial/commercial records and multiple internal stakeholders.

Key Responsibilities

Manage day-to-day sales coordination and operational activities for the NBD and CRR teams.

Create, update and track Opportunities in Zoho CRM .

Maintain and monitor the CRR Sales Funnel and coordinate timely GKP/Opportunity creation.

Prepare and coordinate OLs, WOs, contracts and other commercial documents .

Follow up with relevant teams for WO releases, approvals and pending documentation.

Coordinate contract vetting and documentation with the Legal Team .

Maintain accurate records of signed contracts, sales documents and related approvals.

Coordinate with NBD, CRR, Lead Generation, Legal and Finance teams for timely completion of sales processes.

Prepare and maintain sales MIS, trackers and reports .

Monitor pending activities, approvals, documentation and opportunities and ensure timely follow-up.

Support reconciliation and verification of sales-related financial/commercial documentation wherever required.

Identify process gaps or delays and escalate them to the concerned stakeholders for timely resolution.

Ensure adherence to internal sales processes, documentation standards and approval workflows.

The SC role is primarily focused on sales operations, documentation and coordination and does not independently own:

Client relationship management or sales calls

Client meetings and sales pitching

Business development or lead conversion

Client retention, renewals or re-orders

Revenue or sales target ownership

Requirements

Required Skills

Strong coordination, follow-up and stakeholder management skills.

Good understanding of banking processes, documentation and financial/commercial transactions .

Strong attention to detail and documentation skills.

Proficiency in MS Excel and CRM tools .

Experience with Zoho CRM will be an advantage.

Good communication and interpersonal skills.

Ability to manage multiple tasks, follow-ups and deadlines.

Strong analytical and problem-solving skills.

Qualification & Experience

Graduate in B.Com, BBA, MBA, Banking & Finance or relevant discipline .

1–4 years of relevant experience in banking, sales coordination, sales operations, banking operations, relationship support or similar roles.

Prior experience in the banking sector is mandatory.

Candidates with experience in banking operations, documentation, commercial processing, relationship support or financial services coordination will be preferred.

Preferred Candidate Profile

A candidate who has worked in a banking environment and has strong exposure to documentation, process coordination, financial/commercial transactions, internal approvals and stakeholder follow-ups. The candidate should be process-oriented, detail-focused and comfortable working with CRM and MIS-based workflows.