Sales Operations Specialist

Modifi; Mumbai; On-site; INR 1,200,000 - 2,200,000; Full time

Benefits offered by this job

Diversity

Global offices

CO2 neutrality

Networking events

Language courses

Personal training

Job summary

MODIFI Mumbai seeks a hands-on Sales Operations professional to own end-to-end deal lifecycle, coordinating with Sales, Credit, Risk, Legal, Operations and Finance.

You will streamline onboarding, KYC collection, and trade documentation while maintaining compliant processes and driving continuous improvement across regional teams.

Qualifications

• 3–7 years of experience in Sales Operations, Trade Finance, Banking/NBFC Operations, FinTech, or financial services support.
• Experience coordinating across Credit, Risk, Legal, and Finance teams.
• Prior exposure to cross-border trade finance, working capital solutions, or corporate lending is a strong plus.

Responsibilities

• Deal lifecycle management across Sales, Credit, Risk, Legal, Operations, and Finance.
• Coordinate with client finance and operations teams to collect KYC, financial statements, and trade documents.
• Maintain documentation checklists and process trackers to ensure compliance before deals move forward.

Skills

Cross-functional coordination

KYC processes

Onboarding workflows

Trade finance knowledge

Strong communication

Job description

What You’ll Own

Deal Lifecycle Management You’ll be the connective tissue between Sales, Credit, Risk, Legal, Operations, and Finance. From onboarding to disbursement, you’ll track every deal milestone, ensure documentation is complete and compliant, and keep the pipeline moving without friction.

Client & External Coordination You’ll work directly with client finance and operations teams to collect KYC, financial statements, and trade documents — ensuring a smooth, professional onboarding experience that reflects MODIFI’s standards.

Process & Compliance You’ll maintain documentation checklists, process trackers, and ensure every deal meets internal credit and policy guidelines before it moves forward. Continuous improvement isn’t just a phrase here — it’s how we work.

Requirements

3–7 years of experience in Sales Operations, Trade Finance, Banking/NBFC Operations, FinTech, or financial services support

Prior exposure to cross-border trade finance, working capital solutions, or corporate lending is a strong plus

Experience coordinating across Credit, Risk, Legal, and Finance teams

• Solid grasp of KYC processes, deal documentation, and onboarding workflows
• Strong follow-up instincts: you reduce TAT without being asked to
• Excellent communicator: structured, clear, and professional even under pressure
• High ownership mindset: you treat every deal like it’s your own

Benefits

Why MODIFI? Because we rock!

• Diversity is more than a word to us - join a company with team mates from 16+ different nationalities and backgrounds
• The world is your oyster - we have networks around the globe with offi ces in Amsterdam, Berlin, Dhaka, Dubai, Mumbai andShenzhen
• We care about the environment - that’s why we commit to a clear understanding of our CO2 footprint and shall reach neutrality in 2023
• You want to get to know your colleagues better?! We organize regular gatherings, events and parties
• Many perks like a cultural day, personal training, language course and more
• TEAM - Together Everyone Achieves More
• At MODIFI we have a very hands-on mindset, giving our people the chance to grow with their responsibilities
• Think big. Think bigger! Think 10x!
• We live by our values ‘own your actions’, ‘grow together’ and ‘make it happen’