Notes:
1) The below list covers a majority of the responsibility of this position but is not all-inclusive of the persons role which is dependent on the work needs at that time and the capabilities and workload of each individual.
Identifying Sales Requirements
Tender/EOI Search - Searching online/newspaper for all relevant tenders and expressions of interest and take assigned follow-up action. (Refer to Tender Search Procedure for details.)
Tender/RFQ Review
Reading, understanding and analyzing tender/enquiries details (specifically technical specifications, scope of work, experience/financial criteria, terms and conditions etc.).
Seeking clarity where needed from the client and principal, as instructed by supervisor/manager.
Ensuring our products/services technical specifications and qualification documentation can meet all conditions (technical and commercial).
Analysis of past trends of specs, BEC and pricing, if needed.
Make efforts to gain a technical understanding of the products and services and the related industry standards to facilitate accurate and effective review.
Quote/ Bid Preparation
Compiling of technical bid packages/quotes/EOIs by coordinating with principal and client. (Compilation includes filling standard proformas, getting bank drafts, reviewing drawings, experience documents etc. for correctness and aesthetics, calculating packing and shipping costs and more)
Ensuring the right tools are in place for bid preparation (e.g. Log-ins, digital certificates etc.)
Assisting in preparation of any correspondence (e.g. prebid/postbid clarifications, extension requests, price negotiations, strategic marketing, etc.)
All above to be completed in a timely manner (as discussed with manager) as it is deadline based.
Post Sale Closure
In case of LOA/PO, review details, share with principal, and assist in acknowledgment and PBG issuing.
Coordinating return of bid bond after tendering and PBG after delivery.
Creating/Reviewing correctness of all related sales documentations for shipment and payment such as POs, PBGs, invoices, BOLs, L/C related docs, databooks, etc.
Handling the logistics, shipment and delivery and providing technical support as required.
Following up on the delivery status through close coordination with the logistics partners.
Continual follow-ups with the principals to deliver the equipment on time.
Continual Follow-ups with client on L/C (if applicable) and finally payment.
Assisting in preparation of any correspondence (e.g. delivery extensions, etc.)
Client & Principal Coordination (as detailed above but with complete supervision)
Coordinating with the clients and principals on the technical specifications regularly while reviewing and preparing the bids
Regular interaction on the technical specifications, document preparation, payment follow-ups, shipment tracking and delivery support.
Coordinating shipments and associated L/C documentation (e.g. packing list, proforma invoice)
Follow up with client on payments
Record Keeping & Documentation
Maintaining QPI/EOI database of quotes, EOIs, POs, invoices details and maintaining the associated files also.
Maintaining and updating the records on the servers on a regular basis as per the defined process and ensuring that efficiency gets maintained.
Misc. Support
Performing research and maintaining India Oil Market Data and equipment/ service requirements (e.g. Rig chart, Rig tender chart, etc.)
Misc. Support such as conference set-ups and booth manning, ensuring brochures/ipad updated, presentation making for principals, etc.
Operation Excellence Skills
Organized with good time management skills
Ability to handle pressure, multi-task and work within tight schedules / deadlines
Ability to work in a team environment
Willingness to take on all kinds of work
Communication and Personal Excellence Skills
Excellent communication verbal and written skills
Self-motivated and ambitious
Self-starter, driven, passionate and quick learner
Customer Centric skills
A willingness to learn/start to establish a rapport with clients and principals and manage their expectations (under supervision)
Enthusiastic and Energetic to start to handle discussion with the client and principals (under supervision)
