Enquiry.
Ø Enquiry Generation / Handling customer/Tender. – ISO format.
Ø Offer Preparation / submission / Follow up with customer. – ISO format.
Ø Coordination with sales team.
Ø Fixing appointments.
Ø Negotiation / Finalization-with the help of directors in certain cases.
Ø Maintenance of Enquiry registers. Follow ISO Format.
(Factory register & office register)
Ø Maintenance of Order register/customer survey report Follow ISO Format.
Ø Maintenance of complaint registers. Follow ISO Format.
Ø Maintenance of customer offer details in system.
Ø Order follow-ups /supply/request.
Ø Follow up for PO from customer.
Ø Follow up Materials Dispatch- collect required mail from factory.
Ø After Dispatch inform to customer & Sales team.
Ø Offer register/Quotation follows ISO Format.
Office
Ø Maintaining Files for Price list/Quotation/Enquiry register/ System data register/Quotation Log book. – ISO format.
Ø Maintain Sales team movement register/ Enquiry register/ Complaint register/ weekly report of service & sales team.
Ø Maintenance of customer wise offer file.(soft copy)
Ø Without P.O’s material request like P.O. format to be sent to factory for booking order.
Ø Sales/Projection/ Offer has to be send.
Ø Every 10th and 25th outstanding statement collects & made payment plan to service and sales team.
Ø Time Management.
Ø Maintain Notes in dairy or Remainder.
Reports
Ø Ensure daily movement of service engineer & service head report to operation Head.
Ø Reporting to Operation Head.
Ø Payment collection projection to be received in the month end & 1st week of every month.
Ø Sending mail (payment request) to respective customers.
Ø Planning for service team with respect to daily movements.
Ø Communicating with customer with respect to prior information of change in plan, gate pass.
Ø Operation with customer with regards of complaints and re salvation with service team.
Source link
