Commercial Desk Manager

Sales Coordination & Commercial Support1. Quotation & Email Management

• Check sales mails daily and ensure all quotations are prepared and sent on the same day.
• Call customers to understand their requirements and coordinate quotation preparation.
• Update all quotation details and soft copies in Zoho and relevant folders.

2. Customer Interaction & Follow-up

• Connect with existing customers to explain product range and collect performance certificates.
• Record issues raised by customers, coordinate with concerned departments, and share clarifications with customers.
• Review past correspondence in Zoho before sending revised quotes.

3. Purchase Order (PO) Processing

• Verify PO received from customers against last quoted price and record discrepancies.
• Get approval from Commercial Desk Manager/VP/Management and file the approved PO.
• Send PO confirmation to customers and collect required details (e.g., OT dimensions for lights).

4. CRM & Data Management

• Ensure customer lists, installation lists, and product-wise details are updated regularly.
• Maintain soft copies of quotations, tender documents, catalogues, and commercial templates.
• Take timely backups in designated hard disks and clean folders weekly.

5. Tender, Catalogue & Template Support

• Prepare tender documents and maintain them in correct folders.
• Coordinate catalogue modifications with the design/social media team.
• Update email IDs and send weekly mass mailers as required.

6. Exhibition & Event Support

• Send invitations 15 days before exhibitions and coordinate with admin, service, and sales teams.
• Upload product categories, profiles, documents for international events before deadlines.
• Ensure all event-related documents and correspondence are saved properly.

7. System & Internal Coordination

• Record system-related issues, coordinate with AMC personnel for resolution, and maintain the logbook.
• Support staff with system/process queries.
• Issue training kit to new TSIs and ensure they complete product training videos.

8. MIS & Daily Reporting

• Update monthly MIS: Prospect List, Hot Prospects, Orders Received/Lost.
• Share daily work plan and end-of-day report on WhatsApp; ensure the team follows the same.