Job description:
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.
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
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
Pay: ₹30,000.00 - ₹60,000.00 per month
Work Location: In person
