1. Sales Enquiry:

· Enquiry receive from customer via Phone, Email, and Customer Visit.

· Sales enquiry can come from working customer and prospective customer for the any product or any job.

· Enquiry forward to quotation department for making quotation or offer letter.

· RM will follow up to quotation and offer letter to customer for taking the order.

· RM will be update the sales enquiry data of the respective area in excel or other drive.

2. Quotation (Filing):

· RM got the quotation from quotation department (Bhargava Jee&Rumela Madam) by mail and sometime hardcopy also.

· RM will be follow up the quotation to branch & controlling office for converting in order.

· Daily follow up the quotation and update the remarks also with the proper justifications.

· Quotation status will be provide with you in marketing department and it should be convert within a 30 days.

· RM will be update the quotation data of the respective area in excel or other drive.

· Quotation status hard copy also print and keep in individuals controlling office files and discuss with customers.

3. Tender:

· Before tender update on website RM should got the information about tender from banks and request to him for do use our product and other things also.

· RM got the tender information from tender department or from customers also.

· RM will scrutiny the tender about the all major points (Order, Payment and EMD).

· Maximum tender submitted by RM, and sometime tender submitted by post / courier also.

· RM participate in technical bid, demonstration and financial bid.

· After opening the financial bid make the competitor chart L1, L2, L3.

· RM will be update the tender data of the respective area in excel or other drive.

4. Offer Letter:

· Submit the offer letter to prospective customers for new business in any product.

· Submit the offer letter to working customer also for the other or extra product.

· RM will be update the offer letter data of the respective area in excel or other drive.

5. Order Receive (Filing):

· Order receive from customer three types – installation, AMC, Rental.

· Order status data will be provided by HOD-Marketing Department from focus.

· Follow up to Center in-Charge for order status of the Complete, WIP & Pending Job.

· Inform to customer about order status and order should be complete within a 30 days.

· RM will be update the order receive data of the respective area in excel or other drive.

· Order status hard copy also print and keep in individuals controlling office files and discuss with customers.

6. AMC (Filing):

· Update the AMC details of the Bank Wise / Controlling Office Wise / No. of Branch Wise / Product Wise / Quarter Wise / Rate Wise also.

· AMC status will be provided by Center in-Charge and follow up the AMC status for OK & Not OK Branches.

· Send the AMC status to customers on weekly basis for OK & Not OK Branches for taking the order of the Not OK Branches.

· Take the Not OK service report from Center in-Charge and Service Engineers on daily basis & send to customers for taking the order.

· AMC status hard copy also print and keep in individuals controlling office files and discuss with customers.

· RM will be update the AMC data of the respective area in excel or other drive.

7. Bill Submission:

· All controlling office bills submitted by RM and take the receiving copy of the bill submission with proper details submitted to, submitted by, and submitted date.

· Follow the all receiving copy letter on daily basis to customer payment follow up.

· AMC bill payment should be come within a 7 days & installation bill payment should be come within 30 days.

· Bills will be provided by billing dispatch department (Prasita Madam) for the submission.

· RM should know that for the bills submission terms and conditions in bank order copy.

· RM will be update the bills submission data of the respective area in Excel or other drive.

8. Pending Payment Follow-Up (Filing):

· Pending payment follow up to the customer by email or hard copy also.

· Outstanding will be provided by Accounts (PritishJee) or HOD-Marketing Department and make individuals sheet of the all banks like Bank wise / Controlling Office wise / Year wise / Branch wise.

· Submit the pending payment reminder letter or excel sheet by email to controlling office every 15 days as per demand also.

· AMC bill payment should be come within a 7 days and installation bill payment should be come within 30 days.

· Pending payment hard copy also print and keep in individuals controlling office files and discus with customers.

9. Complaints (Filing):

· RM will get the complaint sheet from customer care department but you can send the request email to Customer care department.

· Update the complaint status on daily basis with center in charge & inform to our respective customer also

· Take the complaint remarks from center in charge and service engineers.

· Two types of remarks – (I) Solve the complaints (II) Attend the complaints but system not solve then reports will be made with requirement.

· Inform to customers after solve the complaint of the branch and send the email for requirement branches to the customers for give the order of the system.

· Complaints status hard copy also print and keep in individuals controlling office files and discuss with customers.

10. Payment Receive:

· Check the payment receive on daily basis, it is coming via email by Accounts Department (PritishJee).

· Keep the record of the payment receive on month wise and bank wise.

· Remove the outstanding after getting the payment receive.

11. Sales Target:

· Order status will be provided by HOD – Marketing Department for record.

· Need update on weekly basis and send it to HOD – Bank wise / Controlling Office wise TARGET – ORDER RECEIVE – SHORTFALL.

· Need proper justification for not achieve the targets of the individual bank and controlling office on weekly basis.

· Try to convert of the prospective bank in working one bank in one quarter.

Job Type: Full-time

Salary: ₹15,000.00 – ₹20,000.00 per month

Schedule:

• Day shift

Education:

• Bachelor’s (Preferred)

Experience:

• Client Management: 2 years (Preferred)

Speak with the employer
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