Sales Support Specialist

CPT Markets · Mumbai, India

• 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.