Sales Engineer

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:

Provident Fund

Work Location: In person