Accounts Executive

LUCKY-TECH Membranes Pvt Ltd; Mumbai; On-site; INR 300,000 - 400,000; Full time

Job summary

A manufacturing company in Mumbai seeks an Account Executive / Sales & Dispatch Coordinator. This role involves preparing job costings, managing sales documentation, and coordinating dispatch operations. The ideal candidate has at least 1 year of experience in sales support or dispatch, a strong understanding of GST and ERP systems like Tally, and excellent attention to detail. This is a full-time position offering a dynamic work environment and opportunities for growth.

Qualifications

• Minimum 1 year experience in Sales Support, Dispatch, or Commercial Operations.
• Familiarity with ERP systems and GST compliance.
• Strong discipline in documentation and professional communication.

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.

Skills

Zoho Creator

Tally / Zoho Books

Excel (Basic to Intermediate)

Sales documentation

Dispatch coordination

Strong attention to detail

Time management

Education

Bachelor's degree in Commerce / Business / Accounting

Tools

Zoho Creator

Tally / Zoho Books

Excel / Google Sheets

Job description

Position

Account Executive / Sales & Dispatch Coordinator

Experience

1+ Year (Sales Support / Dispatch / Commercial Operations)

Key Responsibilities

• Prepare accurate 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 and 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 Management
   • Prepare accurate job costings using Zoho Creator.
   • Ensure costing approvals before issuing sales documents.
   • Coordinate 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
• Excel / Google Sheets – Trackers, formulas, reporting
• Document Filing Systems – Digital and physical record management

Communication & Coordination Skills

• Dispatch updates
• Payment follow‑ups
• Clear coordination with internal teams (Sales, Production, Accounts) and logistics vendors/transporters
• Ability to provide timely and accurate client updates

Required Skills

• Technical Skills
  • Tally / Zoho Books
  • Excel (Basic to Intermediate)
  • Zoho Creator
  • 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

Ideal Candidate Profile

• Bachelor’s degree in Commerce / Business / Accounting
• Minimum 1 year experience in Sales Support, Dispatch, or Commercial Operations
• Familiarity with ERP systems, GST compliance, and documentation workflows
• Strong discipline in documentation and professional communication

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Finance

Industries

• Industrial Machinery Manufacturing