Field Sales Executive

Key Responsibilities
1. Business Development & Lead Generation

• Identify, source, and develop new customers through field visits, referrals, digital platforms, networking, and other lead generation activities.
• Generate qualified leads for residential, commercial, and industrial solar projects.
• Build and maintain a healthy sales pipeline to achieve monthly and annual sales targets.
• Conduct market research to identify new business opportunities and potential customers.

2. Customer Engagement

• Follow up on customer enquiries and leads in a timely manner.
• Understand customer requirements and recommend suitable solar solutions.
• Schedule and conduct meetings, presentations, and site discussions with prospective customers.
• Build long-term relationships by providing professional consultation and excellent customer service.

3. Sales Process Management

• Prepare and submit accurate quotations based on customer requirements.
• Explain project scope, pricing, technical specifications, and commercial terms to customers.
• Coordinate with the Sales Head for pricing approvals, negotiation strategies, and order finalisation.
• Convert enquiries into confirmed sales orders.

4. Sales Order & Documentation

• Prepare and submit Sales Order Forms with complete customer and project details.
• Ensure all required customer documents are collected before project execution.
• Coordinate with internal teams for smooth handover of confirmed orders.

5. Payment Collection

• Follow up with customers for advance payments, milestone payments, and final settlements.
• Coordinate with the Accounts Department to ensure timely payment reconciliation.
• Maintain records of outstanding payments and support collection activities.

6. After-Sales Service

• Coordinate with the Operations and Service teams to ensure successful project execution.
• Address customer concerns after installation and ensure timely resolution.
• Maintain regular communication with customers to enhance satisfaction and encourage repeat business and referrals.

7. CRM & Reporting

• Create and manage customer leads in the CRM system.
• Update the CRM with every stage of the sales cycle, including enquiries, follow-ups, quotations, negotiations, orders, and closures.
• Prepare daily, weekly, and monthly sales activity reports.
• Maintain accurate customer records and sales documentation.