Sales Assistant

About the Role

Saleschat is an AI-powered sales engagement platform designed for banking and insurance companies to enhance their outbound sales via WhatsApp. We enable efficient customer connection, monitoring, regulation, and analysis of interactions, with support for secure document collection.

The Sales Assistant role is a full-time, on-site position based in Mumbai. This role supports the sales team through coordination of customer interactions, sales report preparation, and record maintenance in CRM and other sales tools.

Key Responsibilities

• Assist with lead follow-ups.
• Respond to customer queries via phone, email, or messaging platforms.
• Schedule meetings or demos for sales representatives.
• Organize sales documentation.
• Track ongoing opportunities.
• Collaborate with internal teams for communication and customer request resolution.
• Contribute to sales process improvement and customer experience enhancement by sharing feedback and assisting with best practice implementation.

Requirements & Tech Stack

• CRM systems
• Office productivity software (e.g., spreadsheets, word processors)

Qualifications

• Strong interpersonal skills and customer service abilities.
• Clear and professional communication skills (written and verbal).
• Foundational sales skills (lead follow-up, basic negotiation support, familiarity with sales pipelines).
• Good organization skills.
• Comfort using digital tools.
• Ability to work in a fast-paced, target-driven environment.
• Ability to collaborate effectively with a diverse team.
• Prior experience in sales support, inside sales, or customer-facing roles is preferred but not mandatory.
• Relevant educational background in business, commerce, marketing, or a related field is an advantage.