About the role
1) Job Purpose:
Seeking a highly organized, detail-oriented, and result-driven Sales Coordinator cum MIS Executive to manage end-to-end sales coordination, MIS reporting, data analysis, customer database management, and business performance tracking. The role will involve preparing accurate reports and presentations, documenting review meetings, coordinating marketing activities, and ensuring seamless communication and coordination across departments. The ideal candidate should possess strong proficiency in MS Excel, MIS, data analytics, reporting, and presentation preparation, along with excellent communication, analytical, and coordination skills.
2) Roles and Responsibilities:
1.Sales
Coordination & MIS
- Coordinate
closely with Sales Head, Business Head and Sales Team for day-to-day sales
activities.
- Prepare and circulate Daily
Sales Reports (DSR), Weekly and Monthly Sales Reports.
- Prepare sales achievement vs.
target reports, product-wise, customer-wise and territory-wise analysis. •
Maintain and update complete Sales MIS.
- Consolidate sales, operations,
dispatch, stock and other business data into a single management report.
- Identify data gaps, deviations
and important business trends and highlight them to management.
- Maintain accurate and timely
MIS dashboards and management reports
2.Outstanding
& Collection MIS
- Prepare Customer
Outstanding and Ageing Reports.
- Monitor customer-wise
outstanding, ageing buckets, due dates and collection status.
- Coordinate with sales team for
collection follow-up.
- Prepare collection status and
overdue reports for management review.
- Highlight critical overdue
accounts and follow-up requirements.
3.Customer
Database & Lead Management
- Maintain a
complete and updated Customer Master Database.
- Maintain customer segmentation,
contact details, business potential, product interest and sales history.
- Prepare Lead Generation and
Lead Conversion Reports.
- Track lead status from
generation, follow-up, quotation, negotiation, order conversion.
- Coordinate with sales team
regarding lead follow-ups and pending opportunities.
- Conduct customer calling for
product awareness, enquiry follow-up and basic coordination
4.Customer
Coordination
- Coordinate with
key customers regarding product information, enquiries, meetings and
follow-ups.
- Maintain regular communication
with important/key customers as directed by Sales Head/BusinessHead.
- Coordinate internally with
sales, operations, dispatch, finance and other departments to resolve customer
requirements.
- Maintain proper records of
customer communication and action points
5.Business
Analytics & Management Reporting
- Merge Sales +
Operations + Dispatch + Stock + Collection + Customer data and prepare
comprehensive management reports.
- Develop graphical dashboards,
charts, trend analysis and business summaries.
- Prepare PowerPoint
presentations for management and review meetings.
- Prepare business case studies,
market analysis and sales performance analysis.
- Provide data-driven insights to
support management decision-making.
- Track KPIs and prepare
variance/achievement reports
6.Review
Meeting Management
- Prepare complete
agenda and data for weekly/monthly review meetings.
- Prepare presentation and MIS
for management review.
- Record and circulate Minutes of
Meeting (MOM).
- Prepare department-wise and
person-wise Action Points with timelines.
- Maintain an action tracker and
ensure timely follow-up.
- Follow up with concerned
departments/persons for closure of pending action points.
- Provide status updates in
subsequent review meetings.
7.Marketing
Coordination
- Coordinate with
the marketing team for planned marketing activities.
- Maintain a Marketing Activity
Calendar.
- Coordinate and track product
awareness activities, customer meets, dealer meets, exhibitions, events and
other promotional activities.
- Maintain event-wise activity
reports and post-event analysis.
- Coordinate with sales and
marketing teams for execution and follow-up of campaigns.
- Support preparation of
marketing presentations and promotional reports
8.Cross-Functional
Coordination
- Maintain close
coordination with Sales, Business Development, Operations, Production,
Dispatch, Finance, Accounts, Supply Chain, Quality and Marketing departments.
- Collect and consolidate data
from different departments.
- Ensure timely availability of
accurate information for management reporting.
- Act as a coordination bridge
between Sales/Business Head and internal departments
9.AI
& Digital Tools
- Candidate should
be familiar with practical AI tools and their business applications.
- Use AI tools for data analysis,
report preparation, presentation development, business research, communication
drafting and productivity improvement.
- Should be comfortable learning and adopting new digital tools, CRM/ERP/MIS
systems and automation platforms.
3) Communication and Relationship:
INTERNAL: Departmental HODs / Company Staffs
EXTERNAL: Customers, Dealers, Distributors, Vendors and Consultants
4) Knowledge, Training and Skills:
·Advanced knowledge of MS Excel,
including Pivot Tables, VLOOKUP/XLOOKUP, IF and other formulas, filters,
sorting, charts, and dashboards.
·Working knowledge of
PowerPoint, CRM software, ZOHO ERP, and SAP.
·Knowledge of Tally will be an
added advantage.
·Strong analytical, reporting,
and problem-solving skills.
·Good communication,
coordination, and follow-up skills.
·Ability to manage multiple tasks
and meet deadlines.
·High attention to detail,
accuracy, and data confidentiality.
·Knowledge of sales processes,
customer handling, and payment follow-up.
·Knowledge of the building
materials/construction industry is preferred.
Requirements
Experience: 3–5 years of experience in MIS, sales coordination, sales
operations, or a similar role
Preferred Candidate Location: Local
candidates within 30 kms (Surat) from job location is preferred