Key Responsibilities
1. Customer Quotations & Documentation
· Prepare customer quotations in Excel as per product selection, measurements, rates, discounts, and final approvals.
· Revise quotations whenever changes are made by the customer or sales team.
· Maintain proper quotation records customer-wise and project-wise.
· Ensure all quotations are accurate before sharing with the customer.
· Coordinate with the sales/design team for missing measurements, fabric details, product codes, or pricing.
2. Customer Accounts & Tally Work
· Maintain customer accounts in Tally.
· Create sales bills and invoices in Tally.
· Update customer ledger entries accurately.
· Track advance payments, balance payments, and pending dues.
· Prepare customer-wise outstanding reports.
· Follow up with customers for pending payments in a polite but firm manner.
· Coordinate with management for overdue payment updates.
3. Purchase Bills & Vendor Entries
· Enter purchase bills in Tally accurately.
· Maintain supplier/vendor ledgers.
· Match purchase bills with purchase orders and goods received.
· Coordinate with vendors for missing bills, corrections, or payment-related details.
· Keep purchase documents properly filed physically and digitally.
4. Fabric Procurement & Purchase Order Coordination
· Prepare and send purchase orders to fabric suppliers.
· Send purchase orders by email and on vendor portals wherever required.
· Coordinate with fabric vendors for order confirmation, availability, dispatch, and delivery.
· Track pending fabric orders and regularly update the team.
· Inform management immediately if any fabric is delayed, unavailable, or rate changes are noticed.
5. Installation Team Coordination
· Assign daily work to installation team members as per site priority.
· Coordinate with customers for site readiness, installation timing, and access.
· Follow up with installers for work completion updates.
· Track pending installation work, complaints, rectifications, and balance work.
· Ensure installers submit completion updates/photos wherever required.
· Escalate delays, customer complaints, or site issues to management on time.
6. Customer Service & Follow-up
· Handle basic customer service calls and queries related to quotations, billing, payments, installation, and delivery.
· Give clear and timely updates to customers.
· Maintain a polite and professional tone with customers.
· Coordinate internally to resolve customer issues quickly.
· Maintain records of customer complaints and pending work.
7. Reporting & Coordination
· Prepare daily/weekly reports for:
o Pending quotations
o Pending payments
o Pending purchase orders
o Pending installations
o Customer complaints
o Vendor follow-ups
· Keep management updated on important pending matters.
· Maintain proper records in Excel, Tally, email, and internal files.
Required Skills
· Good working knowledge of MS Excel.
· Good knowledge & experience of Tally.
· Experience in billing, customer accounts, and purchase entries.
· Good email drafting skills.
· Ability to coordinate with customers, vendors, and field teams.
· Strong follow-up skills.
· Good communication in Hindi and basic English.
· Detail-oriented and responsible.
· Should be able to handle pressure during busy hours.
· Must be punctual and available during required office timings.
· Should have a stable mindset; this role needs consistency, not “I will see tomorrow” attitude.
Preferred Background
Candidates from the following industries will be preferred:
· Interior and furnishings
· Furniture showroom
· Building materials
· Modular kitchen
· Tiles/sanitaryware
· Home décor
· Retail accounts
· Project coordination
· Fabric/textile procurement
Pay: From ₹22,000.00 per month
Work Location: In person
