Trainee-Sales and Marketing

ConfidentialThane, India

1 day ago

Job description

Assist the Sr. Executive and / or Executive - Sales & Marketing in :

To enter all inquiries received from the sales team into the system and generate the project and marketing numbers for entry in the inquiry register.
To forward all data to the Front End Engineering Department (FEED) team for further technical analysis and processing.
To follow up with the FEED team on queries from the inquiry and coordinate the same with the customer to ensure the FEED team has a clear understanding for further work.
To follow up with the FEED team to obtain the offer within the agreed timeline with the client.
To prepare the offer and technical specifications in consultation with the reporting manager or sales manager responsible, based on data received from the FEED team.
To send the offer to the client, after understanding the requirement, on instructions from the reporting manager or sales manager.
To resolve all technical and commercial queries with the client in coordination with the reporting manager, sales manager, and the FEED team.
To revise the offers as per the requirements of the reporting manager or sales manager and communicate the updates to the client.
To coordinate with the accounts team before and after receiving the advance payments and completing further formalities, if any.
To collect customer feedback on the services and goods offered and share it with the respective teams for process improvements.
To follow up with the sales team to update the status of the offers on a regular basis in the Customer Relationship Management (CRM) system.

Trading Sales -

Assist the Sr. Executive and / or Executive - Sales & Marketing,

To enter all inquiries received from the sales team into the system and generate the project and marketing number for entry in the inquiry register.

To search for suitable vendors for items and equipment likely to be supplied in the future.

To follow up with the supplier for queries from the inquiry and coordinate with the customer to ensure suppliers receive technically clear inquiries for accurate offers.

To follow up with the supplier to obtain offers within the agreed timeline with the client.

To prepare the offer and technical specifications in consultation with the reporting manager or sales manager responsible for the client, using the data from the FEED team.

To send the offer to the client, after understanding the requirement, on instructions from the reporting manager or sales manager.

To resolve all technical and commercial queries with the client in coordination with the reporting manager, sales manager, and suppliers.

To revise offers as per the requirements of the reporting manager or sales manager and communicate the updates to the client.

To follow up with the sales team to update the status of the offers on a regular basis in the CRM system.

To coordinate with the accounts team for receiving the advance payments and completing further formalities, if any.

To track the progress of the order with the purchase and technical teams and keep customers informed of the process.

To ensure and follow up with the purchase and logistics teams to confirm that the material is dispatched as promised.

To collect customer feedback on the services and goods offered and share it with the respective teams for process improvements.

Marketing Material Management -

Assist the Sr. Executive and / or Executive - Sales & Marketing

To review the yearly plan for marketing materials such as brochures, calendars, diaries, pens, gift sets, etc.

To prepare and maintain the inventory list.

To prepare a procurement plan based on the inventory list.

To obtain approval from the reporting supervisor for the procurement plan.

To organize the offers, prepare comparatives from various vendors with samples, and finalize procurement.

To place purchase orders and follow up on payments and receipt of goods as per schedule.

To update the inventory list upon receipt and consumption of goods.

To monitor marketing material requirements on a regular basis and ensure timely availability.

Organise the couriers to be sent to customers as per the yearly plans and ensure customer receipt and satisfaction.

Reports Management -

Assist the Sr. Executive and / or Executive - Sales & Marketing,

To review and follow the list of reports as advised in the Performance KRA.

To review the reports, in addition to those under Performance KRA, that are a part of reports in the sales and marketing functions.

To prepare the reports as per schedule and share them with the reporting manager.

To highlight issues in reports to the reporting manager on a regular basis.

To collect and analyse daily reports from team members.

Events and Visit Management

Assist the Sr. Executive and / or Executive - Sales & Marketing,

To review the events calendar on a regular basis, including exhibitions and other marketing events.

To prepare the trackers for events, including all activities required for successful execution, and seek approval from the reporting manager.

To follow up on the trackers for various arrangements and coordinate for purchases and other preparations as required.

To monitor the tracker regularly to ensure nothing is missed and all items are ready as per the plan.

To manage hotel bookings, travel arrangements, and related logistics for events and marketing and sales visits.

Requirements

Skills and Competencies :

Fluency in English for both written and verbal communications.

Good negotiation and presentation skills with a willingness to learn and improve.

Multitasking and organizational abilities to handle multiple inquiries, reports, and coordination tasks.

Self-motivated, proactive, and result-oriented in supporting sales and marketing functions.

Excellent follow-up skills to ensure timely responses from vendors, customers, and internal colleagues.

Good teamwork and interpersonal skills to coordinate effectively with senior sales team members and cross-functional departments.

Strong attention to detail and accuracy in documentation, data entry, and reporting.

Knowledge

Basic knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint).

Basic understanding of sales cycles, from inquiry generation to order closure.

Basic understanding of back-office support functions for Sales & Marketing, including inquiry registration, reporting, and client coordination.

Awareness of marketing activities such as exhibitions, events, and social media campaigns.

Understanding of customer interaction protocols, communication etiquette, and client relationship management.

Preferred Knowledge

Basic knowledge of industry-specific terms related to HVAC, clean room systems, or technical projects.

Basic knowledge of professional networking platforms (LinkedIn, etc.) for lead generation will be preferred.

Benefits

Gratuity Benefit : Provided in accordance with applicable laws.

Personal Accident Policy : Coverage starts from the date of joining the employment.

Mediclaim Policy : Comprehensive health insurance coverage on confirmation of employment.

Skills Required

Microsoft Office, Reporting

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