1. Sales & Client Handling

Identify, approach, and engage potential clients for the Company's products and services.

Maintain regular communication with clients and build robust professional relationships. Understand client requirements clearly and provide appropriate product/service information.

Provide timely responses to client inquiries and follow up on ongoing discussions. Achieve monthly sales targets as assigned by the Company.

Incentives shall be provided based on performance as per the Company's prevailing incentive policy.

2. CRM Management (GetLead.so)

Maintain and update all client data, leads, interactions, and follow-ups in the GetLead.so CRM.

Ensure the CRM is kept accurate, complete, and up to date at all times.

Record all sales activities, lead status updates, and customer communications in the CRM system without delay.

Ensure proper tracking of leads from initiation to closure.

3. Site Visits & Client Meetings

Plan and conduct site visits as required for project evaluation, client discussions, and requirement gathering.

Schedule and attend meetings with architects, consultants, and clients in a timely manner. Coordinate site visit schedules efficiently to ensure effective use of time and resources. Ensure proper follow-up after every site visit or client meeting.

4. Weekly Planning & Reporting

Prepare and submit next week's work schedule every Saturday through the designated group.

Include planned site visits, client meetings, follow-ups, and key activities in the weekly plan. Ensure adherence to the planned schedule unless changes are approved by management.

5. Annual Salary Increment:

Salary hikes and annual increments will be decided on a yearly basis based on overall performance. The evaluation will include:



- KPI (Key Performance Indicator) achievement - Get Lead app adoption and regular usage - Discipline and adherence to company policies - Target achievement and overall performance The management's evaluation based on these parameters will determine the annual salary increment.

6. Expense Reporting

Update all daily expenses in the designated expense reporting group without delay.

Ensure all entries are accurate, transparent, and properly supported where required. Maintain discipline in financial reporting related to sales activities and fieldwork.

All sales employees must update their daily expenses on the same day.

Failure to submit the daily expense update will result in that day's expense claim being considered invalid and not eligible for reimbursement.

All expense reimbursements will be provided strictly as per the company's expense policy. Only approved and policy-compliant expenses will be reimbursed

7. Client Relationship Management

Maintain strong and continuous relationships with existing and potential clients. Ensure regular follow-ups and effective communication with clients.

Act as a key point of contact between the client and the Company.

8. Coordination & Communication

Coordinate closely with internal departments including Projects, Technical, and Management teams.

Share client feedback, requirements, and updates with relevant departments promptly.



Ensure smooth flow of information between clients and internal teams.

9. Review Meetings & Attendance

Attendance at weekly review meetings conducted every Saturday is mandatory.

Present updates on sales activities, client meetings, CRM status, and weekly progress. Submit required reports and updates during review meetings as directed by management.

10. Quotation Management

Coordinate closely with the Estimation Team to ensure quotations are prepared accurately and submitted to customers within the committed timeline

Follow up internally for quotation status and ensure timely delivery of quotations to customers.

Maintain proper communication with customers regarding quotation updates, revisions, and approvals.

Track all quotations issued and conduct regular follow-ups to improve conversion rates and customer satisfaction.

11. General Responsibilities

Maintain professionalism, discipline, and ethical conduct at all times.

Adhere to Company policies, procedures, and reporting systems.

Maintain confidentiality of client and Company information.

Perform any additional duties assigned by management in relation to sales and business development activities.

Key Performance Expectations Accuracy and timeliness of CRM updates in Get-lead.so. Effective client communication and relationship management.

Timely completion of site visits and client meetings.

Proper submission of weekly plans and daily expense reports.

Active participation in review meetings and team coordination.

Compliance with Company procedures and reporting systems.

Achievement of monthly sales targets as assigned by the Company.

Pay: ₹10,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Sales Executive (Kozhikode)
🏢 SGD GROUP
📍 Kozhikode