Presales Engineer

MAX-HR-Solutions; Mumbai; On-site; INR 360,000 - 600,000; Full time

Job summary

MAX-HR-Solutions in Mumbai seeks an experienced Sales & Pre-sales Coordinator to manage comprehensive pre-qualification activities and post-sales coordination for industrial clients.

You will compile documentation, liaise with factory teams, prepare MSDS, coordinate with installation teams, process BOQ/WO, and ensure timely invoicing while maintaining ISO compliance and client satisfaction.

Qualifications

• Engineering degree required, relevant experience in sales/pre-sales coordination preferred.
• Experience with documentation, quotations, and customer audits advantageous.
• Familiarity with ISO processes and sales procedures is a plus.

Responsibilities

• Sourcing, compiling and submitting all Pre-qualification documentations required by the clients.
• Reviewing and ensuring that the Mill Test Certificates (MTCs) meets customer requirements.
• Request factory/ marketing for preparation of Sample Board in required projects.
• Provide information on all technical aspects of the required products.
• Provide Resource Detail (Quantity & Quality of Manpower).
• Provide Material Safety Data Sheet (MSDS).
• Obtaining or minor drafting of Method Statements with Installation Team help.
• Clarify and follow up on client comments within agreed timelines.
• Receive approvals/comments from clients and incorporate changes.
• Client Interaction and follow-up for all processes.
• SO-BOQ Processing: register new customers after VAT certs, collect KYC and credit forms.
• Log Sales Orders after Local Purchase Orders; estimate SO-BOQ rates.
• Collect BOQ with itemized rates and drawings; ensure accuracy.
• Generate missing SO-BOQ material codes in ERP; authorize WO after review.
• Coordinate material supply with factory; address technical questions timely.
• Track project orders across sites and escalate delays as needed.
• Coordinate shipping of materials and liaise with installation team.
• Coordinate for timely invoice submission; provide inputs to Accounts for invoicing.
• ISO coordination for sales; maintain audit documentation and close NCs.

Education

Engineering Degree in Mechanical/ Production/ Civil or similar

Job description

Role & responsibilities

1. Pre-sales:

1.1. Sourcing, compiling and submitting all Pre-qualification documentations required by the clients:

1.1.1. Reviewing and ensuring that the Mill Test Certificates (MTCs) meets the customer requirements

1.1.2. Request factory / marketing for preparation of Sample Board (in required projects)

1.1.3. Material Submittal: Provision of the following information/ details/ documents to the customer in their required formats:

1.1.3.1. Quality Test reports/Certificates (Third-party/internal)

1.1.3.2 Information on all technical aspects of the required products

1.1.3.3. Information on all Production Requirements (type of machines and their respective make time and equipments)

1.1.3.4. Providing Resource Detail (Quantity & Quality of Manpower)

1.1.3.5. Material Safety Data Sheet (MSDS)

1.2. Other:

1.2.1. Obtaining or Minor Drafting to Existing (when required) Method Statement with the help of Installation Team

1.3. Comment Resolution:

1.3.1.In case of comments/doubts , seek clarification/ follow-up from/with such departments related to respective requirements within agreed timelines.

1.3.2. Receive approval/ comments from clients and incorporate required changes, if any.

1.4. Client Interaction and follow-up for all the above processes.

2. Post Sales:

2.1. SO-BOQ Processing Activities:

2.1.1 Ensure New Customer Registration after collecting customer VAT certificate and Trade License Copy (+ at the time of credit sales, collection of the KYC form and the Credit Application form the client along with supporting documents)

2.1.2. Logging of Sales Orders after obtaining Local Purchase Orders (LPOs) Estimated Sales Order Rate from Estimation.

2.1.3. Collect Sales Order BOQ (Bill Of Quantity: (Item wise sales rate, ESO rates and quantity with UOM) along with Fabrication and GA Drawings from Estimator

2.1.4. Check the BOQ and resolve/gaps if any, with Estimation and ensure accuracy of BOQ

2.1.5. Generate missing SO-BOQ material codes in ERP.(except raw material and customized accessories)

2.1.6. Final SO BOQ authorization after complete review.

2.1.7. Generate Work Order from SO BOQ - Send WO to the PPC (Quality & Logistics) with fabrication and GA drawings to initiate the production process.

2.2. Coordination for Supply of Material with Factory:

2.2.1.Addressing any technical/WO related doubts that the production team may have on a timely basis.

2.2.2. Overall Order Tracking of All Projects (Not Managed by PMO) from all sites & Escalation where required for any delay.

2.3. Projects Coordination

2.3.1.Tracking Material Shipments as per site requirement considering installation sequence

2.3.2. Coordination with the Installation Team.

2.3.3. Coordinating for invoice submission on time

2.4. Customer Invoicing-Providing inputs to Accounts Team for preparation of Invoice

2.4.1. Linear Meter Calculation for delivered material (Week-on-week-ERP)

2.4.2. Ensuring completion of billing for all shipments made during the week

2.4.3. Getting inputs from site team on completion of installation & ensuring ERP Billing for Installation

3. Other activities:

3.1.ISO Coordination for Sales

3.1.1.Conduct Internal Audits and be present for all external Audits

3.1.2.Maintain documentation for audit purposes ( as per ISO Sales Procedures)

3.1.3. Ensuring filling of Customer Feedback and Customer Satisfaction Form filled from the clients end

3.1.4. Updating the Sales Team on any changes in the process, NCs received during audit, if any and ensure closure of the same

Preferred candidate profile : An Engineering Degree in Mechanical/ Production/ Civil or similar with relevant experience.