Job
Description
A. Lead Generation & Field Prospecting
1. Visit potential customers (elevator contractors, builders & developers, Architects etc.) to introduce Wingstair Elevators and company products.
2. Build rapport with prospective clients and educate them on Wingstair’s products, highlighting unique features, technical specifications, and value propositions.
3. Conduct daily field visits to explore new business opportunities through cold calling, referrals, project site visits, and participation in local trade/networking events.
4. Report potential customer requirements and preferences to the Sales Manager and take the customer requirements forward.
5. Share timely market intelligence and competitor insights observed during field visits.
B. Quotation Support & Deal Closure
1. Collect necessary site and customer information to prepare quotations and technical proposals.
2. Prepare quotations and send them to the customers with accurate pricing, feasibility, and customization requirements.
3. Follow up consistently with clients to move opportunities through the sales funnel — from initial enquiry to order finalization.
4. Follow up on leads, quotes, and negotiations to close orders. Escalate issues where required and assist the Sales Manager in negotiating commercial terms and closing deals profitably.
C. Sales Coordination & Documentation
1. Ensure that accurate leads, opportunities, and sales data are maintained in the CRM/ERP systems.
2. Enter and monitor sales pipeline and track conversion rates.
3. Generate daily, weekly and monthly sales reports and send them to the sales manager for their review with actionable insights and recommendations.
4. Prepare and submit structured reports (daily visit reports, weekly sales updates, customer visit plans, etc.) to the Sales Manager.
5. Coordinate with inside sales team and other necessary departments to optimize quotation, billing, dispatch, and collections cycle.
6. Maintain updated data on prospects, pipeline movement, order status, and customer interactions using CRM or Excel trackers.
7. Maintain updated knowledge of inventory, delivery schedules, and technical capabilities to avoid sales conflicts.
8. Ensure timely collection of customer outstanding payments.
9. Ensure timely demos and order fulfilment as per client expectations.
D. Order Execution Support
1. Facilitate smooth order processing by providing accurate information regarding order quantity, product codes, delivery timelines, and site conditions to the sales administration team.
2. Coordinate with the dispatch, logistics, and accounts departments to ensure timely delivery and billing.
3. Assist in the collection of documents such as purchase orders, delivery receipts, and proof of delivery etc.
4. Handle routine customer queries and route (escalate) complex concerns to the Sales Manager.
5. Conduct post-sales follow-ups to ensure client satisfaction and encourage repeat business.
E. Payment Follow-up & Documentation
1. Follow up with customers for timely payment of invoices and resolve any disputes or clarifications in coordination with the accounts team.
2. Maintain complete and updated records of visits, quotations, orders, and collections in prescribed formats and reporting tools.
3. Ensure that all customer-facing communications are documented for transparency and future reference.
F. Customer Service & Relationship Management
1. Conduct post-sale visits or calls to ensure product satisfaction, gather feedback, and explore future requirements.
2. Develop long-term relationships with customers to encourage repeat orders and referrals.
G. Governance, Compliance & Ethical Selling
1. Ensure complete adherence to ISO, TQM, environmental, and safety standards in all sales and pre-sales processes.
2. Promote ethical sales practices and safeguard organizational reputation in all clients and channel interactions.
3. Maintain up-to-date documentation of contracts, pricing approvals, and client agreements.
4. Participate in internal and external audits as per compliance requirements.
