Executive / Sr. Executive / Asst. Manager (Sales / Client Acquisition)

Key Result Areas (KRA) Sales & CRM

Job Purpose Statement

The primary responsibility of this role is to drive sales through effective lead management, timely follow-ups, lead conversion, customer engagement, and strong CRM adoption. The role involves conducting product demonstrations, coordinating meetings and site visits, providing accurate product and company information, and ensuring smooth post-sale coordination for order initiation and payment collection. Success will be measured through lead conversion, revenue generation, CRM compliance, reporting accuracy, customer engagement, and continuous process improvement.

Key Result Areas

Key Responsibilities / Applied Activities

1. Lead Management & Conversion

Manage assigned leads from initial enquiry to conversion. Conduct timely follow-ups through calls, emails, WhatsApp and other approved channels. Understand customer requirements and move qualified leads through the sales funnel.

2. Sales Performance & Revenue Generation

Drive sales by converting qualified leads into customers. Identify opportunities for upselling/cross-selling wherever applicable and consistently work towards achieving assigned sales targets.

3. CRM Implementation, Adoption & Data Management

Ensure complete and accurate recording of leads, customer interactions, follow-ups, meetings, opportunities and sales activities in the CRM. Support CRM adoption across relevant teams and identify areas for process improvement.

4. Sales Reporting & MIS

Prepare and submit accurate sales and lead reports covering lead generation, follow-ups, conversions, revenue, pending opportunities and key observations.

5. Lead Engagement & Experience Centre Management

Engage prospective customers by arranging and conducting Experience Centre/office visits. Present the company's capabilities, products, services and completed projects effectively.

6. Meeting & Site Visit Coordination

Schedule customer meetings, presentations and site visits based on lead requirements. Coordinate with internal teams to ensure timely and effective execution of meetings and visits.

7. Product & Company Knowledge

Develop strong knowledge of the company's products, services, processes, projects and value proposition. Conduct effective product presentations and demonstrations to customers.

8. Post-Sale Coordination & Order Processing

Coordinate with relevant internal teams after sales closure to ensure smooth order initiation and execution. Facilitate WIO/PIO creation and ensure necessary information is shared with concerned teams.

9. Payment Follow-Up & Collection Coordination

Monitor customer payment schedules and coordinate with customers and internal finance/CRM teams for timely payment collection. Maintain accurate payment status and escalate overdue payments where required.

10. Customer Experience & Continuous Improvement

Maintain professional communication with leads and customers throughout the sales journey. Collect feedback, identify recurring issues and recommend improvements in the sales and CRM process.