About the Role
MoneyMines is looking for an organized and responsible Sales Coordinator to manage coordination between customers, Sales Executives, Telesales teams, Sales Managers and banking/NBFC/insurance partners.
The role is primarily focused on case coordination, documentation, follow-ups, CRM updates and ensuring smooth movement of customer files within the required TAT.
Key Responsibilities
- Coordinate between customers, Telesales, Sales Executives, Sales Managers and financial partners.
- Receive and verify customer details and required documents.
- Manage customer files from lead/login to approval and disbursement.
- Coordinate with banks, NBFCs and insurance partners for case updates.
- Track application status, pending documents, approvals and disbursements.
- Follow up with customers and sales teams for pending requirements.
- Maintain proper TAT and follow-up schedules for every case.
- Update lead and case status regularly in the CRM.
- Maintain digital and physical records of customer documents and case files.
- Share required documents and case information with authorized sales/banking teams.
- Identify pending cases and escalate delays to the concerned Sales Manager.
- Prepare daily, weekly and monthly sales/case reports.
- Maintain accurate records of login, approval, rejection, disbursement and pending cases.
- Ensure proper communication and coordination throughout the customer journey.
- Follow company processes, data-security and compliance requirements.
Business Areas
The coordinator may handle cases related to:
- Car Loan – New & Used Cars
- Personal Loan
- Business Loan
- Home Loan
- Loan Against Property (LAP)
- Credit Cards
- Health & Life Insurance
- Other MoneyMines financial products
Candidate Profile
Freshers with good communication and coordination skills are welcome. Experience in sales coordination, banking, NBFC, fintech, loan processing, insurance, CRM or financial services will be preferred.
Required Skills
- Good communication and coordination skills.
- Strong follow-up and time-management ability.
- Good documentation and record-keeping skills.
- Basic knowledge of MS Office / Google Workspace.
- Comfortable working with CRM and online systems.
- Ability to manage multiple cases simultaneously.
- Attention to detail.
- Good problem-solving and escalation skills.
- Ability to work with customers and multiple internal/external teams.
Performance & Growth
- Product and process training.
- CRM and documentation training.
- Performance-based reviews.
- Career progression: Sales Coordinator → Senior Coordinator → Team Leader / Sales Operations Manager.
- Opportunities for performance-based career growth.
Apply: https://moneymines.co.in/career.php
MoneyMines – Together we grow