Job Responsibility :

1. Lead Generation, Client Revival & Field Sales ● Revive old / inactive clients through planned visits and structured follow-ups ● Generate leads through: ○ Regular site visits ○ Existing customer interactions ○ Online platforms and B2B portals ○ Referrals and market intelligence ● Plan and execute daily / weekly field visits to industrial customers ● Identify new applications and expansion opportunities at existing accounts ● Maintain solid, long-term client relationships through consistent field presence

2. Enquiry & CRM Management ● Ensure 100% enquiry capture from all sources (site visits, calls, email, portals)

3. Quotation Preparation & Pricing ● Coordinate internally to prepare quotations and pricing ● Ensure quotations are: ○ Technically aligned ○ Commercially accurate ○ Complete in scope ● Maintain version control and quotation history ● Support pricing discussions and negotiations as per company guidelines

4. Quotation Follow-up & Order Conversion ● Systematically follow up on submitted quotations ● Update follow-up outcomes and next actions in CRM ● Push enquiries toward closure through structured follow-ups ● Assist in finalizing commercial terms under guidance of seniors

5.



Online & Offline Marketing Support ● Support online and offline marketing activities, including: ○ Updating product and company content on Indiamart, ExportersIndia, and other B2B portals ○ Managing leads and enquiries generated from these platforms ● Ensure enquiries from portals are: ○ Promptly responded to ○ Entered into CRM ○ Followed up till logical closure

6. Visit Planning & Reporting ● Prepare and maintain: ○ Weekly Visit Plan ○ Weekly Call Plan ● Update visit outcomes, learnings, and next steps regularly ● Maintain discipline in data updates and reporting

7. Client Coordination (Order to Payment) ● Coordinate with multiple client-side stakeholders such as: ○ Engineering ○ Maintenance ○ Accounts ● Support client processes from: ○ Order receipt ○ GA approvals ○ Dispatch ○ Documentation ○ Receipt of payments ● Act as the commercial follow-up point for payment milestones 8. Internal Coordination ● Coordinate with internal departments including: ○ Design & Engineering ○ Production ○ Purchase ○ Accounts ○ Dispatch & Logistics ● Ensure smooth handover and information flow from: Quotation → Execution → Delivery → Invoicing ● Communicate client feedback clearly to internal teams

📌 Field Sales Executive (Navi Mumbai)
🏢 Tristar Engineering
📍 Navi Mumbai