Job Title: Proposal Executive

Key Responsibilities

Lead Management & Inquiry Handling

- Monitor and respond promptly to customer inquiries received through IndiaMART, Trade India, and other lead generation platforms.
- Maintain accurate records of leads and follow-up activities in Zoho Books.
- Ensure timely communication with prospective customers to maximize conversion opportunities.

Quotation & Proposal Preparation

- Prepare detailed commercial quotations and proposals based on customer requirements.
- Coordinate with the Purchase and Design teams via Zoho Cliq, email, or phone to obtain accurate pricing and Bill of Materials (BOM).
- Review customer drawings and technical specifications to develop customized solutions.
- Clearly define delivery schedules, warranty information, payment terms, and other commercial conditions in proposals.

Customer Communication

- Professionally address customer queries related to quotations, pricing, and technical requirements through phone calls and email.
- Schedule and conduct regular follow-ups to keep customers informed throughout the proposal process.
- Build and maintain solid customer relationships through effective communication.

Post-Order Service Coordination

- Act as the primary point of contact for customer requests related to service support, warranty claims, installation assistance, and application engineering after order dispatch.
- Assess the urgency and nature of customer requests and coordinate with the Service, Technical,



or Project teams for timely resolution.
- Ensure service reports or service bills are collected after completion and acknowledged by customers for documentation and billing purposes.

Sales & Project Coordination

- Participate in daily internal coordination meetings to ensure seamless project handover.
- Transfer all approved proposal documents and relevant project information to the Project team upon order confirmation.
- Collaborate closely with cross-functional teams to ensure smooth execution.

Payment Follow-up & Coordination

- Take ownership of customer payment follow-ups as per agreed payment terms.
- Coordinate with the Finance team for invoice sharing, payment reminders, and receipt confirmations.
- Maintain regular communication with customers to ensure timely payment collection.

Documentation & Record Management

- Maintain an organized database of quotations, proposals, and customer records.
- Track and update proposal status (Open, Quoted, Closed, or Rejected) for management reporting.
- Ensure all lead and proposal information is accurately maintained in the system.

Zoho Books Management

- Prepare draft quotations in Zoho Books for management approval.
- Verify item codes, GST rates, pricing, discounts, and other commercial details before submission.
- Maintain accurate records within Zoho Books to support efficient sales operations.

Pay: ₹12,201.48 - ₹46,373.57 per month

Benefits:

- Provident Fund

Work Location: In person

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