Dealing with queries from clients on the phone and by email on a day-to-day basis.
Assist walk-in clients with the queries and orders and forward to Estimation Department to encode and process.
Follow up to client the necessary documents/requirements to prepare quotation (BOQ, Project Specification, Drawings and Project Location).
Encode the Standard and Special Quotation in the system, arrange and check the encoded Quotation in MS Word and combine it with Adobe Acrobat (PDF) to arrange the printing.
Printing and forwarding quotation to Estimation Department for signature and forwarding it to the management to take the signature.
Approving quotation by putting the electric signature of the management and sending it to the client as Sales Representative.
Prepare the Sales Performance Report and send it to the management.
Maintaining records and reports up to date such as Monitoring of Quotation, RFQ Pending List, Daily Sales Report, Monthly On-hand Running Project, Weekly On-hand Running Project (every Monday Meeting), Client On-hand Project List, and the Project List (Required in Material Submittal).
Checking the details of the newly received LPO from Client and forwarding it to management to take the signature and send it back to client for Acknowledgement.
Preparing the Proforma Invoice and sending it to the client to process the payment.
Checking and assorting the System Invoice, Delivery Notes received from Accounts before sending it to client.
Forwarding the System Invoice and Delivery Notes to the concerned Sales Representative to hand it over to Client.
Keeping records of the submitted Invoices received in the Log sheet.
Following up delayed payments to selected Clients.
Forwarding and arranging the system invoices to the sales representative concerned to distribute it to their client.
Filing documents – Hard Copy (Quotation, Proforma Invoice, Cash Receipts – Blue Copy)
Prepare the necessary Credit Note Request and Refund Request and forward it to the management to take the signature and forward to accounts to process.
Follow up the expired Legal Documents of the Client.
Preparing receipt for the received payment (CDC, PDC and Cash) in Epicor and Manual Cash Receipt.
Handling incoming phone calls and transferring to the person concerned.
Assisting colleagues with addressing concerns related to the project.
Background in Accounting is a plus.
المهارات
Understanding of the sales process and dynamics.
Proven track record of maintaining professional ethics through the portrayal of exemplary soft skills.
Knowledge of customer service principles and processes.
A high level of focus on driving sales with consistent performance and teamwork.
Apt in dealing with clients and engagingly presenting product data for potential leads.
