Sales Operations Executive

• Sharing latest documents needed/fee structures and TAT for bank, DISCOM and PMSGY portal.
• Conduct regular field visits with dealers to understand the sales operations process and ground-level blockers under PMSGY.
• Customer visits to complete KYC, application formalities, financing, and commissioning activities. (Through dealers and salespersons)

• Conduct regular visits to DISCOM offices and coordinate with relevant government officials to expedite order approvals and move applications to the next stage of execution.
• Track application status, follow up on pending cases, and facilitate necessary documentation for faster clearance.
• Build & foster business relationships with officials with help of district head
• Escalate critical delays to internal stakeholders and support intervention planning for smoother execution.
• Resolve DISCOM-related issues and ensure accurate documentation to avoid execution delays and compliance gaps.

• Follow up on bank file movement across stages and intervene to expedite approvals and disbursements.
• Maintain records of submissions, acknowledgements, and pending actions to support audit and compliance requirements.
• Manage bank file submissions and ensure accurate documentation at both local and branch levels for seamless processing.

• Deliver timely updates and operational insights from the assigned district to the Sales Head to ensure smooth execution of PMSGY activities.
• Track progress, highlight bottlenecks, and recommend corrective actions for improved scheme implementation.
• Monitor and drive customer turnaround time (TAT) adherence across all execution milestones to maintain service quality and satisfaction.
• Ensure all customer interactions, order stages, and updates are accurately captured in LSQ/ Other platforms for real-time visibility.
• Maintain accurate reporting dashboards/MIS to support data-driven decision-making and execution efficiency.
• Supervise and guide field agents responsible for bank coordination and DISCOM liaison to ensure execution efficiency and on-ground responsiveness.
• Subsidy Management Oversee subsidy eligibility checks, documentation, and follow-ups to ensure timely subsidy disbursement under the PMSGY program.
• Ensure timely movement and submission of documents across relevant stakeholders to support smooth process flow and execution.

• Ensure all operations related processes are tracked properly on LSQ and other platforms.
• Coordinate with the installation ops team for timely site survey and installation
• Coordinate with the Accounts team to ensure timely issuance of receipts and acknowledgements for customer booking payments.

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