Sales Support Specialist

CPT Markets; Mumbai; On-site; INR 300,000 - 420,000; Full time

Job summary

CPT Markets in Mumbai seeks an organized Sales Support Executive to provide day-to-day administrative and operational support to the Sales team, manage leads via calls and emails, and assist with client onboarding.

You will maintain CRM data, coordinate with Operations, Customer Support, Compliance, and other teams, prepare sales reports, monitor lead follow-up, nurture relationships, and ensure compliance with internal policies.

Qualifications

• Experience supporting a sales team and handling client communications.
• Proficient in using CRM systems and maintaining accurate data.
• Ability to manage leads and assist with onboarding processes.

Responsibilities

• Provide day-to-day administrative and operational support to the Sales team.
• Manage and follow up with prospective clients and leads through calls, emails, and other communication channels.
• Support the client onboarding process and assist clients with documentation and account-related queries.
• Maintain accurate and up-to-date client and lead information within the CRM system.
• Coordinate with internal departments to ensure timely resolution of client requests.
• Prepare sales reports, pipeline updates, and other relevant data for the Sales Manager.
• Assist in monitoring lead allocation, follow-up activities, and conversion progress.
• Build and maintain positive relationships with prospective and existing clients.
• Identify and escalate any client issues or operational concerns to the appropriate teams.
• Support the Sales team in achieving departmental and business objectives.
• Ensure all client interactions and activities are conducted in line with internal policies and regulatory requirements.

Skills

CRM proficiency

Administrative support

Lead management

Onboarding support

Data entry

Reporting

Cross-functional coordination

Relationship building

Regulatory awareness

Tools

CRM software

MS Office

Job description

• Provide day-to-day administrative and operational support to the Sales team.
• Manage and follow up with prospective clients and leads through calls, emails, and other communication channels.
• Support the client onboarding process and assist clients with documentation and account-related queries.
• Maintain accurate and up-to-date client and lead information within the CRM system.
• Coordinate with internal departments, including Operations, Customer Support, Compliance, and other relevant teams, to ensure timely resolution of client requests.
• Prepare sales reports, pipeline updates, and other relevant data for the Sales Manager.
• Assist in monitoring lead allocation, follow-up activities, and conversion progress.
• Build and maintain positive relationships with prospective and existing clients.
• Identify and escalate any client issues or operational concerns to the appropriate teams.
• Support the Sales team in achieving departmental and business objectives.
• Ensure all client interactions and activities are conducted in line with internal policies and regulatory requirements.