Field Sales Executive

Role & responsibilities

1. Lead Generation & Market Development

• Identify and generate leads from industrial clients within a 100 KM radius of Surat.
• Explore new business opportunities through field visits, references, and networking.
• Explain the financial benefits, including savings, ROI, and payback period, of Captive, Group Captive.
• Maintain and update the lead database in CRM/Excel.

2. Client Follow-Up & Relationship Management

• Handle inquiries and conduct regular follow-ups through calls, emails, and meetings.
• Maintain proper follow-up records and sales pipeline.
• Build long-term relationships with clients, investors, and partners.
• Address client queries and coordinate internally for quick resolution.

3. Sales Consultation & Deal Closure

• Understand client requirements and recommend suitable solar solutions.
• Explain project feasibility, ROI, payback period, and long-term benefits.
• Conduct site visits and client presentations.
• Convert leads into confirmed projects.

4. Documentation & Order Processing

• Prepare proposals, quotations, and agreements.
• Maintain client documentation and sales records.

5. Reporting & Analysis

• Submit Daily Work Reports (DWR).
• Track sales targets, conversion ratios, and pipeline status.
• Prepare monthly sales reports and projections.
• Share market insights and competitor analysis with management.

Preferred candidate profile

Education

• Any Graduate.
• Diploma / Degree in Business, Marketing, Engineering, or a related field preferred.
• MBA in Sales / Marketing will be an added advantage.

Who Can Apply?

• Candidates with 1-7 years of experience in B2B sales, industrial sales, or field sales. Solar experience will be an added advantage.
• Candidates with knowledge of industrial areas in and around Surat.
• Candidates with their own vehicle (bike/car) are mandatory for field visits.

Required Skills

• Strong communication and negotiation skills.
• Ability to explain technical solutions in simple terms.
• Self-motivated and target-driven.
• Good coordination and relationship management skills.

Tools to Use

• CRM / Excel for lead and sales tracking.
• Proposal & quotation tools.
• Communication tools such as Email, WhatsApp, and Calls.
• Basic knowledge of solar project documentation.