Executive Assistant & Sales Operations Coordinator

We are seeking a highly organized, proactive, and detail-oriented Executive Assistant & Sales Operations Coordinator to support the Head of Research & Head of Institutional Equities.

In this dual-capability role, you will act as the operational engine for the leadership team. You will ensure smooth execution of institutional sales workflows, maintain client engagement systems, coordinate executive calendars, track research request fulfillments, and manage foundational reporting dashboards.

The ideal candidate thrives in a fast-paced capital markets environment, possesses excellent communication skills, exhibits flawless attention to detail, and excels at multitasking without letting anything slip through the cracks.

Key Responsibilities

Executive Support & Research Coordination

Calendar Management: Manage and optimize complex, fast-changing daily calendars, scheduling internal meetings, client calls, and analyst interactions across time zones.

Research Fulfillment Tracking: Monitor, log, and ensure timely delivery of all bespoke client research requests, sector notes, and financial models in coordination with the research team.

Workflow Oversight: Act as a central point of contact to ensure key deliverables, follow-ups, and action items from meetings are executed without delay ("zero-drop" execution).

Institutional Sales Administration

CRM & Client Management: Maintain, update, and audit the Client Relationship Management (CRM) system/tool, ensuring accurate client records, interaction logs, and coverage lists.

Client Communications: Draft, format, and dispatch institutional emails, research distribution updates, morning summaries, and event invitations to institutional clients.

Meeting & Roadshow Logistics: Coordinate calendars for corporate access, analyst marketing roadshows, group conference calls, and one-on-one client meetings.

Distribution List Maintenance: Regularly update institutional client master lists, sector-specific subscriber lists, and regulatory communication preferences.

Basic Analytics & Dashboard Management

Operations Dashboards: Build, update, and maintain basic internal dashboards (e.g., tracking client vote feedback, sales readership metrics, analyst call logs, research request status).

Data Entry & Reporting: Compile weekly/monthly activity reports for institutional sales and research output using Excel/Google Sheets or CRM reporting modules.

Qualifications & Skills

Required Experience & Education

Education

Bachelor’s degree in Business Administration, Finance, Commerce, Communications, or a related field.

Experience: 2–5 years of experience in sales support, executive administration, operations, or CRM management (preferably within financial services, equities, corporate finance, or advisory firms).

Technical Skills

High proficiency in MS Office Suite (advanced Excel, Word, PowerPoint) or Google Workspace.

Familiarity with basic data visualization / dashboard tools (e.g., Excel dashboards, Google Looker Studio) is a plus.

Prior experience with Bloomberg, FactSet, or financial mailing systems is advantageous but not mandatory.

Pay

Up to ₹35,000.00 per month

Work Location

In person