Key Responsibilities1. Solar Documentation & National Portal Management

- Handle end-to-end documentation for solar projects.
- Prepare and maintain customer KYC, quotation, work orders, invoices, installation documents and other project records.
- Manage applications and documentation on the National Portal / PM Surya Ghar / applicable government solar portals.
- Coordinate with customers, DISCOMs, vendors and internal teams for subsidy, net-metering and approval-related documentation.
- Track application status, pending documents, approvals, inspections and commissioning until project closure.
- Maintain proper digital and physical records of all project documents.

2. Jansamarth & Financing Documentation

- Coordinate customer documentation required for Jansamarth / solar financing applications.
- Collect and verify required KYC, income, banking and project-related documents.
- Coordinate with customers and financing partners regarding application status and pending requirements.
- Maintain a tracker for loan applications, sanctions, disbursements and pending cases.
- Follow up with customers and financial institutions until completion.

3. Day-to-Day Solar Project Execution

- Coordinate daily activities from order confirmation to installation and commissioning.
- Schedule site visits, surveys, material requirements and installation activities.
- Coordinate with installation teams, electricians, fabricators, vendors and supervisors.
- Track material availability, dispatch, delivery and installation schedules.
- Maintain daily project execution reports.
- Coordinate rectification of site issues and ensure timely completion of projects.
- Maintain project-wise status including Order → Survey → Material → Installation → Inspection → Metering → Commissioning → Subsidy.

4. Quotations & Commercial Coordination

- Prepare solar quotations based on customer requirements and site survey.
- Calculate panel requirements, inverter capacity, structure, cables, installation, transportation, electrical work, GST and other applicable charges.




- Prepare revised quotations as per customer requirements.
- Maintain quotation records and follow up on quotations sent to customers.
- Coordinate with the sales/management team for pricing and commercial approvals.

5. Client Follow-Up & CRM

- Maintain complete customer database and CRM records.
- Conduct regular follow-ups with leads, quotation customers and confirmed customers.
- Track customer requirements, discussions, quotations, negotiations and order status.
- Schedule follow-up calls and meetings.
- Update CRM immediately after every customer interaction.
- Follow up for pending documents, advance payments, site visits, approvals and installation schedules.
- Maintain customer-wise communication history.

6. Sales & Lead Coordination

- Follow up on enquiries received through website, WhatsApp, IndiaMART, referrals and other channels.
- Categorize leads according to status: New Lead / Contacted / Site Visit / Quotation / Negotiation / Won / Lost / Follow-up.
- Coordinate site surveys for qualified leads.
- Convert enquiries into quotations and coordinate with the sales team for order closure.
- Maintain daily and weekly lead-conversion reports.

7. Vendor & Internal Coordination

- Coordinate with solar panel, inverter, structure, electrical and other material suppliers.
- Obtain material quotations and compare prices when required.
- Coordinate procurement according to project requirements.
- Follow up with vendors for timely delivery.
- Coordinate between management, sales, accounts, documentation and installation teams.

8. MIS & Daily Reporting

- Prepare daily project status reports.
- Maintain quotation, lead, order, installation and payment trackers.




- Prepare pending-document and pending-approval reports.
- Maintain project-wise profitability and cost information where required.
- Submit daily/weekly MIS to management.
- Ensure all CRM and Excel records remain updated.

Daily Work CycleMorning

- Check new leads and pending customer follow-ups.
- Review project execution schedule.
- Check pending portal/documentation cases.
- Coordinate installation and site activities.

During the Day

- Prepare quotations.
- Follow up with customers.
- Update CRM.
- Coordinate site surveys and installation teams.
- Complete National Portal/Jansamarth documentation.
- Coordinate with vendors and DISCOM/financing stakeholders.

End of Day

- Update CRM and project trackers.
- Prepare pending-task list.
- Update installation/portal status.
- Report completed and pending activities to management.
- Schedule next-day follow-ups and execution activities.
- Key Performance Areas (KPIs)Number of leads followed up daily.
- Quotation turnaround time.
- Lead-to-quotation and quotation-to-order tracking.
- Customer follow-up completion.
- Accuracy of quotations.
- Portal application completion and tracking.
- Documentation accuracy.
- Installation/project completion timelines.
- Pending-document reduction.
- CRM data accuracy and timely updates.
- Customer communication and service response time.
- Required SkillsGood knowledge of MS Excel/Google Sheets.
- CRM management.
- Solar project documentation.
- Basic understanding of solar PV systems.
- Valuable communication and follow-up skills.
- Ability to coordinate multiple projects simultaneously.
- Documentation and data-entry accuracy.
- Knowledge of government solar portals and financing portals is preferred.
- Ability to coordinate with customers, vendors, installation teams, DISCOMs and financial institutions.

ReportingReports To: Management / Solar Business Head

Coordinates With: Sales Team, Installation Team, Accounts Team, Vendors, Customers, DISCOMs, Financing Partners and Government Portal Authorities.

📌 CRM Executive (Nagpur)
🏢 VEXPORTER
📍 Nagpur