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 proficie

Experience

1-5 years preferred in EPC, engineering, mechanical, electrical, or project sales environment.

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

Health insurance Leave encashment Provident Fund
Work Location: In person