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Sales Coordinator at AU SMALL FINANCE BANK — Bengaluru

Experience3–4 yrs
SalaryNot disclosed
Work modeonsite
Posted3 Oct 2026

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About AU SMALL FINANCE BANK

AU SMALL FINANCE BANK is hiring in Bengaluru in financial services. This role looks for around 3+ years of experience.

Skills

Financial Product Knowledge
Client Relationship Management (CRM) Software
Data Analysis and Reporting
Regulatory Compliance in Financial Services
Time Management and Scheduling

The role

A sales coordinator at a financial services company. Coordinates sales operations and monitors performance using Client Relationship Management (CRM) Software and Data Analysis and Reporting. Also applies Financial Product Knowledge and Regulatory Compliance in Financial Services.

Full job description

Group Company: AU Small Finance Bank Limited

Designation: Sales Coordinator

Office Location:

Position description: #*Position description*#

Primary Responsibilities: #*Primary Responsibilities*#

Additional Responsibilities: #*Additional Responsibilities*#

Reporting Team

Reporting Designation: #*Reporting Designation*#Reporting Department: #*Reporting Department*#

Educational Qualifications Preferred

#*Education and Experience*#

Category: #*Category*#Field specialization: #*Field specialization*#Degree: #*Degree*#Academic score: #*Academic score*#Institution tier: #*Institution tier*#

Required Certification/s: #*Required Certification/s*#

Required Training/s: #*Required Training/s*#

Required Work Experience

Industry: #*Industry*#Role: #*Role*#Years of experience: #*Years of experience*#

Job Brief:- AU Small Finance Bank Limited is seeking a detail-oriented and proactive professional to support our Sales Department by coordinating sales activities and ensuring seamless communication between sales teams and clients. This role is pivotal in driving operational efficiency, managing sales documentation, and facilitating the achievement of sales targets within the financial services sector. The ideal candidate will possess strong organizational skills, a thorough understanding of financial products, and the ability to collaborate effectively across departments to enhance customer satisfaction and business growth.

Responsibilities:-

Coordinate daily sales operations and support the sales team in achieving monthly and quarterly targets.Manage and maintain accurate sales records, client databases, and documentation in compliance with regulatory standards.Facilitate communication between sales representatives, clients, and internal departments to ensure timely resolution of queries and issues.Assist in the preparation of sales proposals, presentations, and reports for senior management review.Monitor sales performance metrics and generate detailed reports to identify trends and areas for improvement.Organize and schedule meetings, training sessions, and client appointments to optimize sales team productivity.Collaborate with marketing and product teams to align sales strategies with promotional campaigns and product launches.Ensure adherence to company policies, financial regulations, and compliance requirements throughout the sales process.Support the onboarding process for new clients by coordinating documentation and facilitating communication between stakeholders.Identify opportunities to streamline sales processes and implement best practices to enhance operational efficiency.

Skill:-

Sales Operations ManagementClient Relationship Management (CRM) SoftwareFinancial Product KnowledgeData Analysis and ReportingRegulatory Compliance in Financial ServicesEffective CommunicationTime Management and SchedulingDocumentation and Record KeepingCross-functional CollaborationProblem-solving and Conflict Resolution

Preferred Qualifications:-

Bachelor’s degree in Business Administration, Finance, or a related field.Minimum of 3 years of experience in sales coordination or sales support within the financial services industry.

Key Performance Indicators: #*Key Performance Indicators*#

Required Competencies: #*Required Competencies*#

Required Knowledge: #*Required Knowledge*#

Required Skills: #*Required Skills*#

Required Abilities

Physical: #*Physical*#Other: #*Other*#

Work Environment Details: #*Work Environment Details*#

Specific Requirements

Travel: #*Travel*#Vehicle: #*Vehicle*#Work Permit: #*Work Permit*#

Other Details

Pay Rate: #*Pay Rate*#Contract Types: #*Contract Types*#Time Constraints: #*Time Constraints*#Compliance Related: #*Compliance Related*#Union Affiliation: #*Union Affiliation*#