JOB DESCRIPTION

Designation: Sales Coordinator – CRM & Documentation

Company Name: Samal Auto India Pvt. Ltd.

Dealership: Tata Motors Commercial Vehicles (HCV Division)

Department: Sales & Commercial Operations

Reporting To: Sales Manager

1. Job Purpose

To manage sales documentation, customer and financier coordination, CRM/DMS data accuracy, vehicle billing and retail processes, and ensure timely completion of all sales-related documentation and operational activities.

2. Key Roles & Responsibilities

- Financier & Customer Documentation
- Prepare, edit and update Financier Copies and Customer Copies as required by the respective financier or customer.
- Coordinate for document accuracy and timely submission.
- Form-22 Management
- Collect, maintain and keep vehicle Plant Form-22 records properly updated.
- CRM / Salesforce Management
- Create, update and correct Opportunity IDs (Opty IDs) in CRM/Salesforce.
- Ensure accurate customer and sales-related data entry.
- Quotation & Proforma Invoice
- Prepare and issue quotations and Proforma Invoices (PI) to customers and financiers as required.
- DMR Documentation
- Prepare and issue DMR exclusively to financiers.
- Purchase Invoice Management
- Enter purchase invoices into the system and maintain proper records.
- HSRP Coordination
- Arrange and dispatch physical HSRP number plates to all branches.
- Maintain dispatch and delivery records.




- Vehicle Retail & Billing
- Process vehicle retail and billing entries in CRMDMS and the newly launched Salesforce portal.
- Ensure accuracy and timely updating of sales transactions.
- Customer Document Clearance
- Coordinate with the Accounts Department to obtain customer signatures on customer copies after necessary clearance.

3. Key Coordination

- Sales Department
- Accounts Department
- Financiers and Banking Representatives
- Customers
- All Branch Offices
- CRM/DMS Support Team

4. Key Performance Expectations (KPIs)

- Accuracy of CRM/Salesforce Chance ID creation and updates.
- Timely preparation of quotations, PIs and DMRs.
- Accuracy and completeness of purchase invoice entries.
- Timely vehicle retail and billing updates.
- Proper maintenance of Form-22 and HSRP records.
- Timely completion of customer and financier documentation.

5. Required Skills

- Knowledge of MS Excel and basic computer operations.
- Working knowledge of CRM/DMS and Salesforce portals.
- Documentation and record-management skills.
- Coordination and communication skills.
- Accuracy, attention to detail and time management.

Contact HR Manager : +91-XXXXXXXXXX

Email: [email protected]

Pay: ₹17,000.00 - ₹22,000.00 per month

Benefits:

- Food provided
- Health insurance
- Provident Fund

Work Location: In person

📌 sales cordinator-CRM& Documentation (Keonjhar)
🏢 Samal Auto India
📍 Keonjhar