Field Marketing Executive

A. Sales and Marketing Staff

Product and technical knowledge (at a consultative level)

• Rooftop solar basics: on-grid, off-grid and hybrid systems, and when each suits a home
• System sizing from the electricity bill, sanctioned load and roof area
• Components: panels (mono PERC/TOPCon), inverters, mounting structures, batteries, cables and protection devices
• Generation estimates, payback period and ROI, 25-year savings, and degradation and warranty terms
• Shading, roof type and orientation assessment

Subsidy and regulatory knowledge

• PM Surya Ghar: Muft Bijli Yojana: eligibility, subsidy slabs by system size, and how to apply on the national portal
• State-level subsidies and top-ups
• DISCOM net metering and the approval process
• Documents customers need: electricity bill, ID, property proof, bank details
• Rules on approved panels and inverters (ALMM, BIS) for subsidy eligibility
• Awareness of GST rates on solar systems

Finance and bank loan knowledge

• Loan products for rooftop solar from public and private banks, and the collateral and interest norms for subsidised schemes
• EMI calculation and comparing "pay upfront" against "loan plus savings on the bill"
• Documentation, KYC and the loan-to-disbursement process, and working with bank branch managers and NBFCs
• Subsidy credit flow: when the customer pays, when the subsidy is received and who is responsible

Marketing and sales skills

• Lead generation: local campaigns, RWAs/housing societies, builders, architects, channel partners, referrals
• Digital marketing: Google/Meta ads, WhatsApp marketing, local SEO, Google Business Profile, short videos
• Consultative selling, objection handling and closing (for example "will it work on cloudy days?" or "what about maintenance?")
• Proposal and quotation preparation, and CRM use
• Local-language communication and trust-building
• Customer education events, demos and site-visit coordination
• Post-sale referral and review generation

B. Installation and Technical Staff

Technical competence

• Electrical fundamentals: AC/DC circuits, string design, voltage and current calculations
• Site survey: roof strength, tilt, azimuth, shadow analysis, and cable route planning
• Panel mounting on different roof types (RCC, tin shed, tile) and structure fabrication/anchoring
• Inverter installation, MPPT, string and combiner box wiring
• Earthing, lightning arrestors, SPDs, MCBs and ACDB/DCDB, with correct cable sizing and termination
• Commissioning, performance testing and monitoring app setup
• Net meter and bi-directional meter coordination
• Troubleshooting and preventive maintenance: fault finding, cleaning protocols, thermography basics

Safety and compliance

• Working at height, fall protection and PPE
• Electrical safety, including lockout/tagout and safe shutdown
• Adherence to IS/IEC standards and electrical code
• Fire safety awareness and safe handling of panels and batteries

Documentation and process

• Installation checklists, as-built drawings, test reports and handover documents
• Commissioning reports and DISCOM inspection paperwork
• Warranty registration and customer handover training

Preferred qualifications

• ITI Electrician or Diploma in Electrical for technicians
• B.Tech/Diploma for engineers and supervisors
• Surya Mitra or other Skill Council for Green Jobs (SCGJ) certifications are a plus
• C. Shared Skills for Both RolesCustomer service and professional conduct inside people's homes
• Clear communication of technical points to non-technical customers
• Time management and coordination between sales, survey, installation and liaison teams
• Basic digital skills: smartphone apps, WhatsApp business, Excel and CRM
• Honesty about claims and no over-promising on savings
• Complaint handling and after-sales support
• Willingness to travel locally and work on-site
• D. Optional Specialist Roles
• Liaison/documentation executive: handles DISCOM, portal and subsidy paperwork
• Finance facilitator: manages bank and NBFC relationships and loan processing
• Project/site supervisor: handles quality, scheduling and crew management

O&M technician: handles servicing and AMC contracts