Customer Prospecting Support: Assist in qualifying leads, gathering basic customer information, and scheduling meetings for seniors.
Lead Engagement: Perform first-touch calls or emails to introduce products/services.
Quotation Preparation: Draft simple quotations and submit for senior/executive review.
CRM Data Entry: Maintain updated records of leads, deals, and customer details in CRM.
Documentation Support: File proposals, quotations, and contracts for audit readiness.
Internal Coordination: Liaise with operations/admin teams to check availability, timelines, and ensure smooth handover post-deal closure.
Payment Support Coordination: Assist the Accounts team by providing documentation (POs, DOs, sign-offs) needed for timely customer invoicing and initial payment tra...