Position summary

Own end-to-end Lead-to-Order management for Glass Architecture, Aluminium Window/Frame systems and Shower Cubicles. Responsible for capturing leads from multiple sources, qualifying requirements, preparing and sending quotations, systematic follow-ups until conversion, advance collection, accurate CRM/data maintenance, and daily reporting to the Reporting Manager. After order confirmation, coordinate handover to execution/installation teams and support order closure.

Reporting to

Reporting Manager / Sales Head (as applicable)

Key Responsibilities (KRA)

- Lead Generation & Lead Capture :

- Capture and enter leads from social media, inbound calls, references, exhibitions, walk-ins into CRM and soft copy trackers.

- Ensure complete and accurate lead information with proper source tagging.

- Lead Qualification & Requirement Gathering :

- Call/coordinate with customers to understand:

- Project location and type

- Project stage (construction / moulding / tiling etc.)

- Tentative date for installation/requirement

- Product requirement (glass architecture, aluminium windows/frames, shower cubicles)

- Record measurements/details as per standard checklist and route to the right internal team when needed.

- Quotation Preparation & Communication :

- Coordinate with technical/estimation team (if applicable) to prepare quotations based on confirmed requirements.

- Maintain proper version control of quotations and approvals.

- Follow-up & Conversion (Lead → Order) :

- Handle objections, coordinate revisions, and ensure timely responses to customers.

- Update pipeline stages regularly and maintain accurate next-action dates.

- Order Confirmation & Advance Collection :

- Coordinate collection of order confirmation (PO/signed quote) and advance payment as per agreed terms.

- Ensure receipts/acknowledgements are shared and documentation is filed in CRM.

- Post-Order Coordination (Order → Installation Support) :





- Create a transparent handover to Projects/Production/Installation with all requirement details.

- Coordinate for site visit/final survey scheduling, dispatch and installation schedule confirmation.

- Keep the customer informed of key timelines and escalations as needed.

- CRM Hygiene, Documentation & Reporting :

- Maintain daily updates in CRM: lead details, call notes, quotation status, follow-up dates, and conversion status.

- Prepare and share daily activity report and pipeline status with the Reporting Manager.

- Ensure data accuracy, completeness and audit readiness.

Key Performance Indicators (KPI)

- Lead entry TAT : 100% leads entered in CRM within same day (or within agreed SLA).
- Data accuracy & completeness : ≥ 95% records complete (source, location, stage, requirement, next action).
- Qualification rate : % of leads qualified with full requirement checklist captured.
- Quotation TAT : Quotations shared within agreed timeline from requirement confirmation.
- Follow-up compliance : % leads with next follow-up date updated and met as planned.
- Conversion rate : Quotations converted to orders (monthly target as set by management).
- Advance collection cycle time : Average days from order confirmation to advance receipt.
- Pipeline freshness : No stale leads beyond agreed days without update/escalation.
- Reporting discipline : 100% daily report submission on time.

Skills & Competencies

- Customer handling and follow-up discipline
- Basic understanding of construction stages and product basics (glass/aluminium/shower cubicles)
- Proficiency in CRM usage, MS Excel/Google Sheets
- Attention to detail and documentation accuracy
- Ability to coordinate with internal teams and manage multiple leads simultaneously

Qualification / Experience (preferred)

- Any graduation/diploma preferred
- 1-3 years experience in presales/inside sales/customer coordination (building materials/interiors/architectural products preferred)

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits :

- Provident Fund

Work Location: In person

📌 Senior Pre-sales Consultant (Peenya)
🏢 UMA INDUSTRIES
📍 Peenya