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Associate Sales Support - SCF - Sales @ Tata Capital

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Tata Capital  Associate Sales Support - SCF - Sales

Job Description

We are looking for a highly skilled and experienced Associate Sales Support to join our team in Kolkata. The ideal candidate will have 2-4 years of experience in sales support, preferably in the banking or financial services industry.Roles and Responsibility
  • Maintain accurate records and databases of large corporate clients across .
  • Manage put-call/interest reset details and perform book comparisons to ensure data accuracy and consistency.
  • Collaborate with regional teams to prepare monthly pipeline reports and track progress daily.
  • Assist in post-disbursement activities, including collections, deferral management, and post-disbursement documentation (PDD).
  • Address SOA related queries and coordinate with the operations department to resolve issues related to overdue charges, ARN, and security perfection.
  • Collect deferral MIS from the CAD Team and coordinate with regions for closure.
  • Job
  • Graduate degree in any discipline.
  • Minimum 2 years of experience in sales support or a related field.
  • Strong knowledge of sales operations, customer service, and data management.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficient in MS Office and other software applications.
  • Experience working with TATA Capital Limited is preferred.
  • IndustryBanking / Financial Services / Broking.
  • 1. Data Management:
    • Maintain accurate records and databases of large corporate clients, tracking repayments, fees, disbursement status, and sanction terms and conditions.

    2. Financial Details:

    • Manage put-call/interest reset details and perform book comparisons to ensure data accuracy and consistency.

    3. Reporting:

    • Collaborate with regional teams to prepare monthly pipeline reports, track the pipeline's progress on a daily basis, and resolve TDS-related queries.

    4. Post-Disbursement Activities:

    • Assist in post-disbursement activities, including collections, deferral management, and post-disbursement documentation (PDD).

    5. Query Resolution:

    • Address SOA-related queries and coordinate with the operations department to resolve issues related to overdue charges, ARN, and security perfection.

    6. Deferral MIS:

    • Collect deferral MIS from the CAD Team and coordinate with regions for closure.

    7. Collections Monitoring:

    • Keep track of collections for all corporate cases and promptly inform Relationship Managers about any overdue accounts on a daily basis.

    8. Report Preparation:

    • Prepare visit reports, opportunity reports, lead reports, and region-wise data on a weekly basis.
    • Create PowerPoint presentations for review with the Managing Director (MD).

  • Return the generated full JD.

    Job Classification

    Industry: Financial Services
    Functional Area / Department: Sales & Business Development
    Role Category: Sales Support & Operations
    Role: Sales Support & Operations - Other
    Employement Type: Full time

    Contact Details:

    Company: Tata Capital
    Location(s): Kolkata

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    Keyskills:   application software data management customer service sales support sales operations browsing business development sales internet browsing marketing ms office outlook internet explorer internet surfing mis sales coordination data entry internet

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