Detailed Duties & Responsibilities
1. Recruitment & Team Management
Recruit and onboard district-level sales executives (permanent) and freelance business development associates (commission-based) and.other recruitment’s as required time to time
Maintain a minimum of 10 freelancers recruited per month, ensuring at least 5 remain active for 3 months.
Handle onboarding, training, and exit formalities of all sales personnel/others.
Train all members on company processes, CRM usage, and reporting formats.
Maintain attendance, performance, and incentive data for all team members.
2. Performance Monitoring & Reporting
Collect daily reports from telecallers, field executives, and freelancers.
Review daily activities, identify performance gaps or field challenges, and provide solutions.
Ensure each team member is achieving individual targets (sales, leads, follow-ups).
Submit daily summary reports to the Project or Regional Manager.
Maintain a monthly dashboard of performance, lead status, and sales achievements.
3. Lead & CRM Management
Track all leads in CRM software from generation to closure.
Ensure every lead has updated follow-up status, site visit details, and closure remarks.
Set automatic reminders for missed follow-ups and issue notices to inactive members.
Enter and verify data on the PM Surya Ghar Portal — ensure accurate customer details, load, photos, and KYC documents.
Ensure zero data mismatch between CRM, portal, and field reports.
4. Customer Coordination & Execution
Communicate directly with customers for surveys, registration, documentation, and installation scheduling.
Coordinate with the installation team to ensure timely project completion and quality updates.
Update management about ongoing installations, commissioning, and post-installation issues.
Support management for additional duties assigned time-to-time.
5. Documentation & Compliance
Maintain soft and hard copies of all relevant data — leads, customer KYC, agreements, invoices, site photos, and subsidy documents.
Ensure all entries comply with MNRE / PM Surya Ghar guidelines and internal audit standards.