Sales executive- plc controls panel

# JOB DESCRIPTION – INSIDE SALES ENGINEER
**Company:** Synergie Controls & Systems Pvt. Ltd.
**Location:** Taloja, Navi Mumbai, Maharashtra
**Department:** Sales & Business Development
**Position:** Inside Sales Engineer
**Employment Type:** Full-Time
**Work Mode:** Hybrid – Taloja Office + Work from Home as per company policy
**Reporting To:** Sales Manager / Head – Business Development
## 1. Job Purpose
The Inside Sales Engineer will be responsible for **generating and qualifying sales enquiries, customer follow-up, preparing and coordinating quotations, maintaining the sales pipeline, and converting enquiries into orders**.
The candidate will work closely with the **Sales, Estimation, Engineering, Purchase, Stores and Project teams** to ensure timely response to customers and effective closure of business opportunities.
The role is particularly focused on Synergie's **Industrial Automation, Siemens products, PLC/HMI/SCADA, Drives, Control Panels, MCC/PCC Panels, automation projects and services**.
## 2. Key Responsibilities
### A. Lead Generation & Customer Development
* Generate new leads through:
* Cold calling
* Email campaigns
* LinkedIn
* Existing customer references
* Online enquiries
* Industrial databases
* Customer mapping
* Identify potential customers in:
* Steel and metals
* Manufacturing industries
* OEMs
* EPC contractors
* System integrators
* Panel builders
* Pharma
* Food & Beverage
* Packaging
* Water treatment
* Cement, glass, rubber, sugar and other industries
* Develop and maintain a database of prospective customers.
* Identify decision-makers such as Purchase, Electrical, Automation, Maintenance, Projects and Plant Heads.
### B. Enquiry Management
* Receive and understand customer enquiries.
* Review technical requirements, BOQ, BOM, specifications and drawings.
* Clarify missing information with customers.
* Register every enquiry in the CRM/system.
* Categorize enquiries based on product, project value, customer and probability.
* Ensure no enquiry or customer follow-up is missed.
### C. Quotation & Pre-Sales Support
Coordinate with the estimation and engineering teams for preparation of:
* Siemens PLC quotations
* HMI and SCADA solutions
* VFD / AC & DC Drive quotations
* PLC/Automation Panels
* MCC/PCC/LT Panels
* Control Desks
* DCS / PCS7 solutions
* Retrofit and migration projects
* Automation modification and upgradation
* AMC and service requirements
Support preparation of **BOQ/BOM, technical offers and techno-commercial quotations**.
### D. Customer Follow-Up
* Follow up systematically on all submitted quotations.
* Understand the customer's feedback, competition and expected order date.
* Record quotation status in CRM.
* Follow up for:
* Technical approval
* Commercial negotiation
* Purchase order
* Payment
* Dispatch
* Maintain a daily follow-up schedule.
* Escalate high-value or critical opportunities to the Sales Manager.
### E. Sales Conversion
* Work towards converting enquiries into orders.
* Understand why an enquiry is lost and record the reason.
* Track:
* Enquiry value
* Quotation value
* Expected order value
* Probability
* Expected order date
* Competitor
* Gross margin
* Support negotiation with customers within approved company limits.
* Identify opportunities for repeat business and additional products.
### F. CRM & Sales Reporting
Maintain accurate and updated information in **Zoho CRM / company sales systems**.
Daily update should include:
* New enquiries
* Calls made
* Customer discussions
* Quotations submitted
* Follow-ups completed
* Orders received
* Lost enquiries
* Next action and follow-up date
Prepare regular:
* Daily sales activity report
* Weekly enquiry report
* Sales pipeline report
* Quotation follow-up report
* Order conversion report
* Lost enquiry analysis
### G. Customer Relationship Management
* Maintain professional communication with customers.
* Develop long-term relationships with existing customers.
* Regularly contact inactive/old customers.
* Identify new requirements from existing customers.
* Generate opportunities for:
* Retrofit
* PLC migration
* Drive replacement
* Panel modification
* Automation upgradation
* Service
* AMC
* Spares
* New projects
### H. Coordination with Internal Teams
Coordinate closely with:
**Sales → Estimation → Engineering → Purchase → Production → Testing → Projects → Accounts**
Ensure proper communication of customer requirements and commercial commitments.
## 3. Technical Knowledge Required
Candidate should have basic understanding of:
* Siemens PLC – S7-1200 / S7-1500
* HMI
* SCADA / WinCC
* AC Drives / VFD
* DC Drives
* MCC / PCC / LT Panels
* PLC Automation Panels
* Control Panels
* Electrical components
* Motors and basic electrical systems
* Industrial automation
* Basic electrical drawings and BOQ/BOM
Knowledge of **Siemens automation products** will be strongly preferred.
## 4. Qualification
**Diploma / B.E. / B.Tech** in:
* Electrical Engineering
* Electronics Engineering
* Electronics & Telecommunication
* Instrumentation Engineering
* Automation Engineering
MBA/PG Diploma in Sales & Marketing will be an advantage.
## 5. Experience
**Experience:** 1–5 years preferred.
Candidates with experience in:
* Industrial Automation
* Electrical products
* Control Panels
* Siemens products
* Industrial B2B sales
* Technical sales
* Inside sales
* Electrical/automation distribution
will be preferred.
Freshers with strong communication skills and technical knowledge may also be considered for a trainee/entry-level position.
## 6. Required Skills
### Technical Skills
* Basic knowledge of PLC, HMI, SCADA and Drives
* Understanding of electrical panels and automation products
* Ability to understand BOQ/BOM
* Basic technical proposal understanding
### Sales Skills
* Lead generation
* Cold calling
* Customer follow-up
* Enquiry handling
* Quotation follow-up
* Negotiation
* Order conversion
* Customer relationship management
### Software Skills
* MS Excel
* MS Word
* PowerPoint
* CRM software – preferably Zoho CRM
* Email communication
* Basic knowledge of ERP systems will be an advantage
### Behavioural Skills
* Good spoken and written English
* Good communication skills
* Positive attitude
* Strong follow-up discipline
* Target-oriented approach
* Ability to work independently
* Good coordination skills
* Professional customer handling
* Willingness to learn
## 7. Hybrid Work Model
This position will follow a **hybrid working model**.
The employee may work from home for defined inside-sales activities such as:
* Customer calling
* Email follow-up
* CRM updating
* Lead generation
* Quotation follow-up
* Sales reporting
However, the employee must attend the **Taloja office whenever required** for:
* Sales meetings
* Internal coordination
* Product/technical training
* Quotation discussions
* Customer meetings
* Sales reviews
* Team meetings
* Important project discussions
**Work-from-home is subject to performance, discipline, availability and management approval.**
## 8. Key Performance Indicators – KPIs
The employee will be evaluated on:
| KPI | Measurement |
| ------------------ | ----------------------------------- |
| New Leads | Number of qualified leads generated |
| Customer Calls | Daily/weekly activity |
| Enquiries | Qualified enquiries generated |
| Quotations | Number and value of quotations |
| Follow-Up | % of quotations followed on time |
| Conversion | Enquiry-to-order conversion % |
| Sales | Monthly / annual order value |
| New Customers | Number of new active customers |
| CRM Discipline | 100% enquiry and follow-up updating |
| Lost Enquiries | Proper reason and analysis |
| Collection

Work arrangement
No