Accounts Executive

LUCKY-TECH Membranes Pvt Ltd; Mumbai; On-site; INR 400,000 - 600,000; Full time

Job summary

A manufacturing company in Mumbai is seeking an experienced Account Executive / Sales & Dispatch Coordinator to manage sales documentation and coordinate dispatch operations. The ideal candidate has over 3 years of relevant experience, operates with strong attention to detail, and possesses proficiency in Zoho Creator and Tally. This position involves handling invoices, managing job readiness, and ensuring compliance with GST regulations. A bachelor's degree in Commerce or a related field is required.

Qualifications

• 3+ years of experience in Sales Support, Dispatch, or Commercial Operations.
• Familiarity with ERP systems and GST compliance.
• Strong discipline in documentation and communication.

Responsibilities

• Prepare job costings and coordinate approvals using Zoho Creator.
• Issue invoices, sales orders, and manage dispatch scheduling.
• Record sales and receipts accurately in Tally / Zoho Books.

Skills

Zoho Creator

Tally / Zoho Books

Basic to Intermediate Excel

Communication skills

Attention to detail

Education

Bachelor’s degree in Commerce / Business / Accounting

Tools

GST & E-Way Bill Portals

Google Sheets

Job description

Position

Account Executive / Sales & Dispatch Coordinator

Experience

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

Or CA inter who has completed his / her articleship.

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 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
• 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

Required Skills

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

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