​Project Sales -

- To enter all inquiries received from the sales team into the system and generate the project and marketing numbers for entry in the inquiry register.
- To forward all data to the Front-End Engineering Department (FEED) team for further technical analysis and processing.
- To follow up with the FEED team on queries from the inquiry and coordinate the same with the customer to ensure the FEED team has a clear understanding for further work.
- To follow up with the FEED team to obtain the offer within the agreed timeline with the client.
- To prepare the offer and technical specifications in consultation with the reporting manager or sales manager responsible, based on data received from the FEED team.
- To send the offer to the client, after understanding the requirement, on instructions from the reporting manager or sales manager.
- To resolve all technical and commercial queries with the client in coordination with the reporting manager, sales manager, and the FEED team.
- To revise the offers as per the requirements of the reporting manager or sales manager and communicate the updates to the client.
- To coordinate with the accounts team for receiving the advance payments and completing further formalities, if any.

Trading Sales -

- To enter all inquiries received from the sales team into the system and generate the project and marketing number for entry in the inquiry register.
- To search for suitable vendors for items and equipment likely to be supplied in future.
- To follow up with the supplier for queries from the inquiry and coordinate with the customer to ensure suppliers receive technically clear inquiries for accurate offer.
- To follow up with the supplier to obtain offers within the agreed timelines with the client.
- To prepare the offer and technical specifications in consultation with the reporting manager or sales manager responsible for the client, using the data from the FEED team.
- To send the offer to the client, after understanding the requirement, on instructions from the reporting manager or sales manager.
- To resolve all technical and commercial queries with the client in coordination with the reporting manager, sales manager, and suppliers.
- To revise and update the offers as per the requirements of the reporting manager or sales manager and communicate the updates to the client.




- To coordinate with the accounts team for receiving the advance payments and completing further formalities, if any.
- To track the progress of the order with the purchase and technical teams and keep customers informed of the process.
- To ensure and follow up / coordinate with the purchase and logistics teams to confirm that the material is dispatched as promised.
- To collect customer feedback on the services and goods offered and share it with the respective teams for process improvements.

Marketing Material Management -

- To review the yearly plan for marketing materials such as brochures, calendars, diaries, pens, gift sets, etc.
- To prepare and maintain the inventory list.
- To prepare a procurement plan based on the inventory list.
- To obtain approval from the reporting supervisor for the procurement plan.
- To organize the offers, prepare comparatives from various vendors with samples, and finalise procurement.
- To place purchase orders and follow up on payments and receipt of goods as per schedule.
- To update the inventory list upon receipt and consumption of goods.
- To monitor marketing material requirements on a regular basis and ensure timely availability.
- To organise and dispatch couriers to customers as per the yearly marketing plan, ensuring delivery confirmation and customer satisfaction.

Reports Management -

- To review and follow the list of reports as advised in the Performance KRA.
- To review the reports, in addition to those under Performance KRA, that are a part of reports in the sales and marketing functions.
- To prepare the reports as per schedule and share them with the reporting manager.
- To highlight issues in reports to the reporting manager on a regular basis.

Events and Visit Management -

- To review the events calendar on a regular basis, including exhibitions and other marketing events.
- To prepare the trackers for events, including all activities required for successful execution,



and seek approval from the reporting manager.
- To follow up on the trackers for various arrangements and coordinate for purchases and other preparations as required.
- To monitor the tracker regularly to ensure nothing is missed and all items are ready as per the plan.
- To manage hotel bookings, travel arrangements, and related logistics for events and marketing and sales visits.

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Requirements

Skills and Competencies:

- Fluency in English, with strong written and verbal communication skills.
- Excellent negotiation and presentation abilities.
- Strong problem-solving and decision-making skills.
- Strong multitasking and organizational skills.
- Excellent time management and ability to meet deadlines.
- Self-motivated, proactive, and result oriented.
- Good adaptability, initiative, and teamwork in achieving objectives.
- Robust relationship-building skills to manage clients effectively, vendors, and internal teams.
- Ability to manage multiple priorities and deliver under pressure.

Knowledge:

- In-depth knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) and reporting tools.
- Proficient in handling back-office functions, including inquiry registration, sales reporting, and marketing documentation.
- Hands-on experience in customer engagement, including handling inquiries, clarifications, and order-related communication.
- Proficiency in using Customer Relationship Management (CRM) systems for inquiry tracking, sales pipeline management, and client interaction records.
- Sound understanding of project sales and trading sales cycles, from inquiry to order closure.
- Familiarity with vendor coordination, procurement processes, and negotiation with suppliers.
- Exposure to sales support activities like exhibitions, marketing events, and corporate branding initiatives.

Preferred Knowledge:

1. Basic knowledge of industry-specific terms related to HVAC, clean room systems, or technical projects.

2. Basic technical awareness of HVAC, clean room systems, or related industrial project solutions.

Benefits

1.Gratuity Benefit: Provided in accordance with applicable laws.

2.Personal Accident Policy: Coverage starts from the date of joining the employment.

3.Mediclaim Policy: Comprehensive health insurance coverage on confirmation of employment.

📌 Executive-Sales & Marketing (Thane)
🏢 Lotus Technicals
📍 Thane