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Job Description (JD)
Job Title: Techno-Commercial Executive / Proposal & Estimation Executive
Department: Sales / Business Development
Industry: EPC / Engineering / Project-based Company
Key Responsibilities
1. Pre-Proposal & Documentation
Prepare pre-proposal documents including Scope of Supply, BOQ, technical details, and initial cost estimates.
Review client requirements received through leads/enquiries and prepare technical and commercial inputs.
Coordinate with internal engineering, design, and procurement teams for accurate proposal preparation.
2. Client Requirement Study & Site Visits
Travel to client sites after receiving an enquiry to:
Understand their technical requirements.
Conduct site surveys, measurements, and feasibility checks.
Clarify scope gaps and identify risks/constraints.
Prepare detailed site visit reports for internal teams.
3. Coordination & Communication
Interact with clients, consultants, and internal teams to gather missing information and ensure proposal accuracy.
Attend technical discussions or clarification meetings as required.
4. Lead Support & Minor Business Development
Support the Sales/BD team by identifying potential opportunities during visits.
Maintain relationships with existing and potential clients.
Generate minor leads through networking, calls, and follow-ups.
Assist in maintaining enquiry records and proposal status tracking.
5. Reporting & Documentation
Maintain records of enquiries, proposals submitted, cost sheets, and revisions.
Prepare MIS reports related to proposal status and customer interactions.
6. Other Responsibilities
Support the Sales/Technical team in presentations, exhibitions, or product demonstrations.
Perform any additional tasks assigned by management.
✅ Required Skills
Strong knowledge of BOQ preparation, scope understanding, and basic engineering concepts.
Ability to read drawings and conduct technical site surveys.
Good communication and client-handling skills.
Willingness to travel frequently for site visits and client meetings.
MS Excel, Word, and documentation proficiency.
✅ Experience
1–5 years preferred in EPC, engineering, mechanical, electrical, or project sales environment.
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
Work Location: In person
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