The Account Executive is responsible for managing day-to-day business operations, including customer sales, procurement, dispatch coordination, banking activities, billing, and documentation. The role ensures smooth coordination between customers, vendors, logistics partners, and internal departments while maintaining accurate records and timely execution of all business processes.
Key Roles & Responsibilities1. Sales & Customer Management
- Generate enquiries and follow up with customers.
- Prepare quotations and commercial proposals.
- Process sales orders.
- Coordinate with customers regarding deliveries.
- Maintain customer database and sales records.
- Support business development and achieve sales targets.
2. Dispatch & Logistics
- Plan and coordinate dispatch schedules.
- Prepare Delivery Challans, E-Way Bills, and shipping documents.
- Coordinate with transporters and courier partners.
- Track shipments until final delivery.
- Resolve delivery-related issues.
- Maintain dispatch records.
3. Accounts & Billing
- Generate Tax Invoices,
Proforma Invoices, Credit Notes, and Debit Notes.
- Maintain customer and vendor ledgers.
- Coordinate payment follow-ups.
- Assist in GST-related documentation.
- Record transactions in accounting software.
4. Banking Operations
- Prepare cheques, RTGS, NEFT, and IMPS transactions.
- Coordinate with banks for account-related work.
- Deposit cheques and maintain banking records.
- Reconcile bank statements.
- Handle bank documentation and compliance.
5. Documentation & Compliance
- Maintain customer, vendor, and product records.
- Organize contracts, purchase orders, invoices, and dispatch documents.
- Ensure compliance with company policies and statutory requirements.
- Prepare MIS reports and management reports.
6. Inventory & Coordination
- Monitor stock availability.
- Coordinate with warehouse and procurement teams.
- Maintain inventory records.
- Support stock verification and reconcil