SBI Securities | Sales support Executive - MIS

Sbicap Securities; Ahmedabad District; On-site; INR 300,000 - 420,000; Full time

Job summary

Sbicap Securities in Ahmedabad is seeking an Administrative & MIS Assistant to support Regional Sales with data reporting, dashboards, and stakeholder coordination. You will manage master databases and assist in sales campaigns, preparing reports and presentations for management.

The role requires Graduation and strong Excel/MS Office skills, with attention to detail and clear communication. You will work in an on-site setting and contribute to compliant, timely operations.

Qualifications

• Strong Excel skills (Pivot Tables, VLOOKUP/XLOOKUP) and MS Office.
• Excellent coordination and stakeholder management.
• Strong analytical and reporting capabilities.
• Good verbal and written communication.
• Ability to manage multiple tasks with accuracy.
• Knowledge of MIS reporting and sales support processes preferred.

Responsibilities

• Coordinate with Regional Sales Team and Bank Branches to ensure smooth execution of business acquisition activities.
• Prepare and circulate daily, weekly, and monthly business performance reports, MIS, and dashboards.
• Track branch-wise sales performance and provide timely updates to stakeholders.
• Maintain and update the master database of mapped bank branches, employees, and channel partners.
• Monitor customer complaints and ensure timely resolution.
• Support sales campaigns, contests, and business initiatives by tracking participation and performance.
• Prepare presentations, reports, and business analysis for Regional and Zonal management.
• Act as a single point of contact between Sales, HR, Operations, and Corporate teams for administrative support.
• Ensure adherence to internal processes, policies, and service-level timelines.

Skills

Excel

PowerPoint

MS Office

Coordination

Stakeholder management

Analytical skills

MIS reporting

Communication

Education

Graduation

Job description

Role & responsibilities

• Coordinate with the Regional Sales Team and Bank Branches to ensure smooth execution of business acquisition activities.
• Prepare and circulate daily, weekly, and monthly business performance reports, MIS, and sales dashboards.
• Track branch-wise sales performance and provide timely updates to stakeholders.
• Coordinate with Corporate and Operations teams for business-related requirements and issue resolution.
• Maintain and update the master database of mapped bank branches, employees, and channel partners.
• Monitor customer complaints, coordinate with concerned teams, and ensure timely resolution.
• Support sales campaigns, contests, and business initiatives by tracking participation and performance.
• Maintain attendance, leave records, and other administrative data for the Regional Sales Team.
• Ensure accuracy and timely submission of sales documentation and compliance-related records.
• Assist in organizing sales meetings, training sessions, and review meetings by coordinating logistics and documentation.
• Prepare presentations, reports, and business analysis for Regional and Zonal management.
• Act as a single point of contact between Sales, HR, Operations, and Corporate teams for administrative and operational support.
• Ensure adherence to internal processes, policies, and service-level timelines.

Preferred candidate profile

1. Strong proficiency in Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, basic formulas), PowerPoint, and MS Office.
2. Excellent coordination and stakeholder management skills.
3. Strong analytical and reporting capabilities.
4. Good verbal and written communication skills.
5. Ability to manage multiple tasks with accuracy and attention to detail.
6. Knowledge of MIS reporting and sales support processes is preferred

Education : Graduation

Job Location : Ahmedabad