CRM & Sales Coordinator
Company: Transparent Capital
Location: Andheri East, Mumbai
Job Type: Full-time
About Us
Transparent Capital is a Mumbai-based company focused on unlisted shares / pre-IPO investment opportunities, offering investors curated access, real-time pricing data, and end-to-end transaction support in the pre-IPO secondary market. The company’s brand message centers on trust and transparency.
Job Summary
We are looking for a CRM & Sales Coordinator to support our sales and client relationship processes. This role combines customer relationship management, sales coordination, lead follow-up, documentation, and internal coordination to ensure a smooth client experience from inquiry to transaction support.
The ideal candidate should be organized, proactive, detail-oriented, and comfortable handling client communication, lead management, follow-ups, and sales support activities in a fast-paced financial services environment.
Key Responsibilities
- Manage and update customer and lead records in the CRM system
- Track inquiries, leads, follow-ups, and conversion status on a daily basis
- Coordinate with the sales team to ensure timely follow-up with prospects and clients
- Maintain accurate records of calls, meetings, client interactions, and transaction updates
- Prepare and share sales-related documents, proposals, and client communication as required
- Support the team in managing onboarding, documentation, and coordination for client transactions
- Follow up with clients for pending documents, confirmations, and next steps
- Coordinate internally with sales, operations, and management for smooth execution
- Generate daily, weekly, and monthly reports on leads, client activity, and sales pipeline
- Help improve client response time and overall customer experience
- Ensure data accuracy, proper record-keeping, and timely CRM updates
- Address basic client queries and route complex queries to the concerned team
Required Skills & Qualifications
- Bachelor’s degree in Business, Commerce, Management, or related field
- 1–3 years of experience in CRM, sales coordination, customer support, telesales, or back-office sales operations
- Strong communication and follow-up skills
- Good knowledge of MS Excel, Google Sheets, and CRM tools
- Strong organizational and multitasking ability
- Attention to detail and ability to maintain accurate records
- Professional attitude in handling client interactions
- Ability to work in a target-driven and process-oriented environment
Preferred Qualifications
- Experience in unlisted shares / pre-IPO domain
- Familiarity with lead tracking, client onboarding, and documentation processes
- Experience supporting a sales team in a high-response environment
Why Join Us
- Opportunity to work in the growing unlisted shares / pre-IPO market
- Exposure to a dynamic financial services environment
- Collaborative and growth-oriented team culture
- Opportunity to build experience in both CRM and sales operations
Job Type: Full-time
Pay: ₹25,000.00 - ₹50,000.00 per month
Work Location: In person
