Enquire Now

Inside Sales Executive

Objective

To support the sales team by managing lead conversion, customer communication, quotation processing, order coordination, and payment follow-ups—ensuring smooth execution from inquiry to order closure.

Key Responsibilities:

  1. Lead Generation & Cold Calling
  • Make daily cold calls to prospective customers from databases, exhibitions, digital leads, and references
  • Qualify leads based on requirement, budget, and timeline
  • Fix appointments/meetings for Sales Engineers
  • Maintain call records and update CRM regularly
  1. Lead Management & Follow-up
  • Coordinate with Sales Engineers on all assigned leads
  • Track inquiry status from initial contact to closure
  • Ensure timely follow-ups (calls, emails, WhatsApp) with customers
  • Re-engage inactive or lost leads
  1. Quotation & Proposal Management
  • Prepare quotations as per customer requirement and technical inputs from Sales Engineers
  • Share techno-commercial offers with proper documentation
  • Revise and update quotations based on discussions
  • Maintain proper version control of all offers
  1. Order Processing & Work Order
  • Confirm order details post customer approval
  • Prepare and issue Work Order (WO) internally
  • Coordinate with:
  • Accounts Team for payment terms and invoicing
  • Production/Operations Team for order execution
  • Service Team for installation planning
  1. Payment Follow-up
  • Follow up with customers for:
  • Advance payment
  • Stage-wise payments
  • Final payment before dispatch
  • Coordinate with Accounts team to track outstanding payments
  • Ensure payment milestones are achieved on time
  1. Coordination & Internal Communication
  • Act as a bridge between customer and internal teams
  • Ensure smooth communication between:
  • Sales Engineers
  • Accounts
  • Service/Installation Team
  • Share regular updates on order status to customers
  1. Documentation & Reporting
  • Maintain all sales-related documents (offers, POs, invoices, WOs)
  • Update CRM / Excel trackers daily
  • Prepare reports:
  • Daily call report
  • Lead status report
  • Order tracking report
  • Support management with data for decision-making

Key Skills Required

  • Strong communication & convincing skills
  • Good knowledge of MS Excel, Word, and CRM tools
  • Ability to handle multiple tasks and follow-ups
  • Basic understanding of industrial machinery / CNC (preferred)
  • Coordination and problem-solving ability

KPIs (Performance Metrics)

  • Number of cold calls per day
  • Lead conversion ratio
  • Timely quotation submission
  • Follow-up effectiveness
  • Order closure support
  • Payment collection efficiency

Reporting Structure

  • Reports to:  Director of Sales
  • Works closely with: Sales Engineers, Accounts, Service Team

Skills Required

  • Excellent verbal and written communication skills.
  • Strong organizational and multitasking abilities.
  • Proficiency in MS Office (Excel, Word, PowerPoint).
  • Experience with CRM or ERP software is an added advantage.
  • Attention to detail and accuracy in documentation.
  • Customer-focused with a positive and proactive attitude.
  • Ability to work effectively in a fast-paced environment.

To apply for this job email your details to salesdesk@winarc.in