CRM Executive

Key Responsibilities1. Solar Documentation & National Portal Management

• Handle end-to-end documentation for solar projects.
• Prepare and maintain customer KYC, quotation, work orders, invoices, installation documents and other project records.
• Manage applications and documentation on the National Portal / PM Surya Ghar / applicable government solar portals.
• Coordinate with customers, DISCOMs, vendors and internal teams for subsidy, net-metering and approval-related documentation.
• Track application status, pending documents, approvals, inspections and commissioning until project closure.
• Maintain proper digital and physical records of all project documents.

2. Jansamarth & Financing Documentation

• Coordinate customer documentation required for Jansamarth / solar financing applications.
• Collect and verify required KYC, income, banking and project-related documents.
• Coordinate with customers and financing partners regarding application status and pending requirements.
• Maintain a tracker for loan applications, sanctions, disbursements and pending cases.
• Follow up with customers and financial institutions until completion.

3. Day-to-Day Solar Project Execution

• Coordinate daily activities from order confirmation to installation and commissioning.
• Schedule site visits, surveys, material requirements and installation activities.
• Coordinate with installation teams, electricians, fabricators, vendors and supervisors.
• Track material availability, dispatch, delivery and installation schedules.
• Maintain daily project execution reports.
• Coordinate rectification of site issues and ensure timely completion of projects.
• Maintain project-wise status including Order → Survey → Material → Installation → Inspection → Metering → Commissioning → Subsidy.

4. Quotations & Commercial Coordination

• Prepare solar quotations based on customer requirements and site survey.
• Calculate panel requirements, inverter capacity, structure, cables, installation, transportation, electrical work, GST and other applicable charges.
• Prepare revised quotations as per customer requirements.
• Maintain quotation records and follow up on quotations sent to customers.
• Coordinate with the sales/management team for pricing and commercial approvals.

5. Client Follow-Up & CRM

• Maintain complete customer database and CRM records.
• Conduct regular follow-ups with leads, quotation customers and confirmed customers.
• Track customer requirements, discussions, quotations, negotiations and order status.
• Schedule follow-up calls and meetings.
• Update CRM immediately after every customer interaction.
• Follow up for pending documents, advance payments, site visits, approvals and installation schedules.
• Maintain customer-wise communication history.

6. Sales & Lead Coordination

• Follow up on enquiries received through website, WhatsApp, IndiaMART, referrals and other channels.
• Categorize leads according to status: New Lead / Contacted / Site Visit / Quotation / Negotiation / Won / Lost / Follow-up.
• Coordinate site surveys for qualified leads.
• Convert enquiries into quotations and coordinate with the sales team for order closure.
• Maintain daily and weekly lead-conversion reports.

7. Vendor & Internal Coordination

• Coordinate with solar panel, inverter, structure, electrical and other material suppliers.
• Obtain material quotations and compare prices when required.
• Coordinate procurement according to project requirements.
• Follow up with vendors for timely delivery.
• Coordinate between management, sales, accounts, documentation and installation teams.

8. MIS & Daily Reporting

• Prepare daily project status reports.
• Maintain quotation, lead, order, installation and payment trackers.
• Prepare pending-document and pending-approval reports.
• Maintain project-wise profitability and cost information where required.
• Submit daily/weekly MIS to management.
• Ensure all CRM and Excel records remain updated.

Daily Work CycleMorning

• Check new leads and pending customer follow-ups.
• Review project execution schedule.
• Check pending portal/documentation cases.
• Coordinate installation and site activities.

During the Day

• Prepare quotations.
• Follow up with customers.
• Update CRM.
• Coordinate site surveys and installation teams.
• Complete National Portal/Jansamarth documentation.
• Coordinate with vendors and DISCOM/financing stakeholders.

End of Day

• Update CRM and project trackers.
• Prepare pending-task list.
• Update installation/portal status.
• Report completed and pending activities to management.
• Schedule next-day follow-ups and execution activities.
• Key Performance Areas (KPIs)Number of leads followed up daily.
• Quotation turnaround time.
• Lead-to-quotation and quotation-to-order tracking.
• Customer follow-up completion.
• Accuracy of quotations.
• Portal application completion and tracking.
• Documentation accuracy.
• Installation/project completion timelines.
• Pending-document reduction.
• CRM data accuracy and timely updates.
• Customer communication and service response time.
• Required SkillsGood knowledge of MS Excel/Google Sheets.
• CRM management.
• Solar project documentation.
• Basic understanding of solar PV systems.
• Good communication and follow-up skills.
• Ability to coordinate multiple projects simultaneously.
• Documentation and data-entry accuracy.
• Knowledge of government solar portals and financing portals is preferred.
• Ability to coordinate with customers, vendors, installation teams, DISCOMs and financial institutions.

ReportingReports To: Management / Solar Business Head

Coordinates With: Sales Team, Installation Team, Accounts Team, Vendors, Customers, DISCOMs, Financing Partners and Government Portal Authorities.