Assistant Manager – CC Retrofit Sales
Key Purpose
The Assistant Manager - CC Retrofit Sales is responsible for driving sustainable growth in the retrofit business by achieving the defined order booking and gross margin targets. This role focuses on expanding the customer base, managing sales from AMC and non‑AMC customers, promoting value‑added services, and ensuring a customer‑centric approach. The individual will contribute to top‑line growth through lead generation, business development, and strategic customer relationship management.
Key Responsibilities
- Achieve retrofit order booking with a targeted gross margin.
- Generate retrofit business from the existing AMC base, competition customers, and through value‑added services.
- Ensure sale of Voltas Brand HVAC units to contribute towards the overall retrofit business target.
- Identify new sales opportunities from tender routes and non‑AMC customers to expand the revenue stream.
- Collect advance payments from all retrofit projects to ensure healthy cash flow during project execution.
- Ensure that all retrofit offerings are tailored to meet customer needs and maintain a high strike rate by focusing on delivering quality service, reliable solutions, and customer satisfaction.
- Manage all sales activities and track progress through CRM systems to ensure transparency, accountability, and timely action on sales opportunities.
- Maintain the success rate for lead generation, enquiry generation, and quote generation.
- Regularly update the CRM and PSCRM systems on a weekly basis to track leads, enquiries, quotes and orders.
- Use CRM to update the customer contact plan and ensure projections are in line with business goals.
- Track and manage sales opportunities, ensuring accurate forecasts and timely follow‑ups.
- Identify new business opportunities from untapped territories and accounts to expand the retrofit footprint.
- Develop non‑HVAC business opportunities such as rental services, UVGI, robotic duct cleaning, utility retrofitting, energy‑saving solutions, instrumentation, and automation.
- Target high‑value greenfield projects (industrial/commercial) with an aim to secure at least 2-3 significant retrofit jobs.
- Conduct regular meetings with the O&M/AMC counterparts in the territory to update leads and quotes.
- Support continuous process improvements to enhance sales operations and efficiency.
- Work closely with the Retrofit Sales Manager to contribute to business strategy development and tactical execution plans.
- Provide regular updates on sales performance, pipeline status, and business opportunities during management reviews.
- Collaborate with cross‑functional teams (e.g., Planning, Execution, Commercial) to ensure smooth project handover and customer satisfaction.
Qualification & Experience
- Bachelor’s degree in Mechanical/Electrical Engineering or related field.
- 4–6 years of experience in sales within the HVAC or retrofit services industry.
- Proven track record of achieving sales targets and driving business growth in retrofit or related industries.
- Experience with CRM systems for sales tracking and pipeline management.