Account Executive Sales

Ideal Candidate ProfileBachelor’s degree in Commerce / Business / Accounting Minimum 4 year experience in Sales Support Dispatch or Commercial OperationsFamiliarity with ERP systems GST compliance and documentation workflowsStrong discipline in documentation and professional communication
budget - 35-40k
location - bhiwandi
Key Responsibilities: Prepare job costings using Zoho Creator and coordinate approvals Issue Proforma Invoices Sales Orders and Final Invoices Coordinate with production for job readiness and dispatch scheduling Prepare and verify dispatch documents (Invoice LR E-Way Bill Packing List) Record sales and receipts in Tally / Zoho Books Handle payment follow-ups outstanding reminders and balance confirmations Manage marine insurance declarations for dispatches Prepare Import & Export documents including BOE and Shipping Bill submission to bank Maintain proper filing of sales dispatch and audit documents

• Job Responsibilities*1. Costing & Job ManagementPrepare accurate job costings using Zoho Creator .Ensure costing approvals before issuing sales with sales and production teams for job confirmation.
• 2. Sales Documentation & Order Processing

Prepare and issue Proforma Invoices for client approval.
Generate Sales Orders after confirmation of job costing and receipt of client PO.
Coordinate approved jobs with production and track readiness for dispatch.
*3. Dispatch Operations
Prepare generate and verify dispatch documents including:
Final Tax Invoice
Lorry Receipt (LR)
E-Way Bill
Packing List (PL)
Ensure accuracy and compliance before dispatch.
Share dispatch documents with clients logistics partners and internal teams in a timely manner.
Track dispatch status and coordinate delivery follow-ups.
*4. Sales Entry & Audit Filing
Record sales invoices and receipts in Tally / Zoho Books .
Ensure proper posting of GST ledger entries and outstanding balances.
Maintain organized digital and physical filing of invoices dispatch documents and records for audits.
*5. Marine Insurance Handling
Maintain marine insurance records for all applicable shipments.
Ensure timely insurance declarations for each dispatch.
Verify invoice value transport mode and shipment details for insurance compliance.
*6. Other Accounting Activities
Send balance payment requests to clients.
Prepare and send outstanding payment reminder emails .
Share balance confirmation emails with clients periodically.
Coordinate with accounts team for payment follow-ups and closures.
*Business Process Knowledge Required
Complete understanding of the order-to-cash cycle :
Inquiry → Proforma Invoice → Sales Order → Production → Dispatch → Invoicing → Payment Follow-up
Coordination between sales production logistics and accounts teams.
Awareness of dispatch timelines and production readiness.
*Document & Regulatory Knowledge
GST Rules & Taxation
GST applicability HSN codes tax calculations and invoice structure.
E-Way Bill Rules
Applicability required details validity and portal usage.
Dispatch Documentation
Invoice Packing List LR E-Way Bill requirements.
Marine Insurance Basics
Insurance declarations and document requirements.
Basic Accounting Knowledge
Sales entries receipt entries credit/debit notes and ledger tracking.
*System & Tool Knowledge
Zoho Creator – Job costing forms and approvals
Tally / Zoho Books – Sales receipts ledgers reports
GST & E-Way Bill Portals
Excel / Google Sheets – Trackers formulas reporting
Document Filing Systems – Digital and physical record management
*Communication & Coordination Skills
Professional email drafting for:
Dispatch updates
Invoice sharing
Payment follow-ups
Clear coordination with:
Internal teams (Sales Production Accounts)
Logistics vendors and transporters
Ability to provide timely and accurate client updates.
Requirements
*Technical Skills
Zoho Creator
Tally / Zoho Books
Excel (Basic to Intermediate)
E-Way Bill & GST Portals
*Operational Skills
Sales documentation
Dispatch coordination
Payment follow-ups
IMPEX documentation

*Soft Skills
Strong attention to detail
Time management
Ownership and accountability
Problem-solving mindset