Financial Services
Description
•Bachelor’s degree in Business, Statistics, or related field.
•1–3yearsexperienceinsalesoperationsorfintechsupportroles.
•Strong Excel skills; CRM or dash board experience is an advantage.
•High attention to detail and data accuracy.
Responsibilities
•MaintainandmanagesalesandagentdataacrossCRMandfintechplatforms.
•Prepare daily and monthly sales, transaction, and performance reports.
•Support agent onboarding documentation and KYC verification processes.
•Track sales KPIs, transaction trends, and agent performance metrics.
•Coordinate with Product, Operations, Risk, and Finance teams.
•Support sales incentive tracking and reconciliation.
Key KPIS
•Accuracy of sales and transaction data
•Timeliness of reporting
•Agent onboarding turn around time
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