Business Coordinator

About Jainam Broking

Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem.

As part of our growth journey, we are strengthening our sales support and coordination function to enhance productivity, engagement, and execution across zones.

Role Overview

We are seeking a Business Coordinator who will act as a key support partner to the Branch and Zonal Sales Teams. The role focuses on onboarding support, performance engagement, campaign execution, and cross-functional coordination to ensure smooth sales operations and achievement of zone-level business goals.

The Business Coordinator will work closely with Sales, Operations, Product, Compliance, Training, and Marketing teams to enable the field force and drive execution excellence.

Key Responsibilities

Welcome & Onboarding Support

● Conduct welcome and orientation calls with all new sales team joiners

● Ensure smooth onboarding, initial handholding, and system/process familiarity

● Act as the first point of contact for new employees during the joining phase

Performance & Engagement Calling

● Conduct regular performance and engagement calls with sales teams

● Track activity levels, productivity, targets, and operational challenges

● Motivate teams and reinforce focus on KPIs and business objectives

Knowledge & Process Handholding

● Support new and existing team members with product knowledge, processes, and system usage

● Provide timely clarification and guidance on policies and workflows

● Ensure adherence to defined processes and sales practices

Contest & Campaign Execution

● Execute sales contests, incentive programs, and business campaigns across the zone

● Ensure complete communication, participation tracking, and campaign closure

● Drive enthusiasm and engagement among sales teams

Cross-Functional Coordination

● Coordinate between Zonal Sales Teams and internal departments such as Operations, Product, Compliance, Training, and Marketing

● Resolve issues impacting sales productivity and ensure timely enablement

Driving Initiatives & Updates

● Roll out new initiatives, process changes, and business updates to the sales force

● Ensure timely adoption and collect feedback from the field

Ownership of Zone Performance

● Take ownership of zone-level targets, campaigns, contact programs, and process adherence

● Track dashboards, MIS, and performance reports

● Support zonal leadership in achieving business and productivity goals

Core Qualifications & Must-Have Expertise

● 2 to 5 years of experience in Sales Coordination, Sales Support, Business Operations, or Channel Management

● Experience working closely with field sales teams is mandatory

● Ability to manage multiple internal stakeholders effectively

● Preferable experience in Broking, BFSI, Wealth Management, or Financial Services

Key Skills & Competencies

● Strong communication and calling skills

● Excellent coordination, follow-up, and execution capability

● Sales-oriented mindset with strong ownership and accountability

● Good understanding of financial products and broking business (preferred)

● Ability to drive campaigns and motivate sales teams

● Process-oriented with strong attention to detail

● Proficiency in MS Excel, CRM systems, and MIS reporting