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Sales Support Specialist

CPT Markets
Mumbai, MH, IN
6ds ago0 view0 clicked apply
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  • Provide day-to-day administrative and operational support to the Sales team.
  • Manage and follow up with prospective clients and leads through calls, emails, and other communication channels.
  • Support the client onboarding process and assist clients with documentation and account-related queries.
  • Maintain accurate and up-to-date client and lead information within the CRM system.
  • Coordinate with internal departments, including Operations, Customer Support, Compliance, and other relevant teams, to ensure timely resolution of client requests.
  • Prepare sales reports, pipeline updates, and other relevant data for the Sales Manager.
  • Assist in monitoring lead allocation, follow-up activities, and conversion progress.
  • Build and maintain positive relationships with prospective and existing clients.
  • Identify and escalate any client issues or operational concerns to the appropriate teams.
  • Support the Sales team in achieving departmental and business objectives.
  • Ensure all client interactions and activities are conducted in line with internal policies and regulatory requirements.
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