1. Lead Generation & Prospecting
- Identify potential customers through market research, referrals, and networking.
- Attend industry events, exhibitions, and trade fairs to connect with prospects.
- Record leads and follow-up status in Zoho Books.
2. Quotation & BOM Preparation
- Prepare detailed commercial proposals based on customer requirements.
- Coordinate with the purchase department via zoho cliq / mail or call professionally regarding Quotations/Pricing.
- Highlight delivery timelines, warranty, and T&C clearly.
- Coordinate with Purchase/design departments to get accurate Bill of Materials (BOM).
- Understand customer drawings or panel requirements to prepare custom solutions.
- Schedule and conduct in-person meetings with potential and existing clients.
- Understand client needs and present suitable products/services.
- Maintain strong, long-term customer relationships.
3. Post-Order Service Support After order dispatch, if a customer requests service, warranty claim, application engineering, or installation support, the Salesperson must:
- Analyse the nature of the request (urgency, technical issue, warranty applicability).
- Inform the relevant internal team (Service, Technical, or Project) promptly.
- Coordinate with the internal teams to ensure smooth service delivery.
- Collect a Service Report or Service Bill post completion and ensure the bill is acknowledged by the customer for record and billing purposes.
4. Coordination with Sales & Projects
- Participate in everyday internal meetings for smooth transition of projects.
- Handover all proposal files to Project teams once order is confirmed.
5. Payment Terms Communication & Responsibility
- Take full responsibility for Customer payment collection as per agreed terms.
- Follow up with Customers regularly for due and pending payments. Coordinate with the Finance team for invoice sharing, reminders, and receipts.
6. Documentation and Record Keeping
- Maintain a database of past proposals.
- Record every proposal’s status (Open / Closed / Quoted / Rejected) in a structured manner.
- Update lead status regularly for management visibility.
Pay: ₹18,000.00 - ₹42,698.01 per month
Benefits:
Work Location: In person