Sales Operations Executive

Omnivore; India; On-site; INR 450,000 - 750,000; Full time

Job summary

Omnivore is seeking a Field Operations professional in India to coordinate field visits with dealers, complete KYC and financing activities, and support DISCOM and bank coordination under the PMSGY program.

You will track applications, maintain documentation, and ensure timely execution across bank, DISCOM, and installation processes, with a focus on timely reporting and data-driven insights.

Responsibilities

• Share latest documents needed/fee structures and TAT for bank, DISCOM and PMSGY portal.
• Conduct regular field visits with dealers to understand the sales operations process and ground-level blockers under PMSGY.
• Customer visits to complete KYC, application formalities, financing, and commissioning activities. (Through dealers and salespersons)
• Conduct regular visits to DISCOM offices and coordinate with relevant government officials to expedite order approvals and move applications to the next stage of execution.
• Track application status, follow up on pending cases, and facilitate necessary documentation for faster clearance.
• Build & foster business relationships with officials with help of district head
• Escalate critical delays to internal stakeholders and support intervention planning for smoother execution.
• Resolve DISCOM-related issues and ensure accurate documentation to avoid execution delays and compliance gaps.
• Follow up on bank file movement across stages and intervene to expedite approvals and disbursements.
• Maintain records of submissions, acknowledgements, and pending actions to support audit and compliance requirements.
• Manage bank file submissions and ensure accurate documentation at both local and branch levels for seamless processing.
• Deliver timely updates and operational insights from the assigned district to the Sales Head to ensure smooth execution of PMSGY activities.
• Track progress, highlight bottlenecks, and recommend corrective actions for improved scheme implementation.
• Monitor and drive customer turnaround time (TAT) adherence across all execution milestones to maintain service quality and satisfaction.
• Ensure all customer interactions, order stages, and updates are accurately captured in LSQ/ Other platforms for real-time visibility.
• Maintain accurate reporting dashboards/MIS to support data-driven decision-making and execution efficiency.
• Supervise and guide field agents responsible for bank coordination and DISCOM liaison to ensure execution efficiency and on-ground responsiveness.
• Subsidy Management Oversee subsidy eligibility checks, documentation, and follow-ups to ensure timely subsidy disbursement under the PMSGY program.
• Ensure timely movement and submission of documents across relevant stakeholders to support smooth process flow and execution.
• Coordinate with the installation ops team for timely site survey and installation
• Coordinate with the Accounts team to ensure timely issuance of receipts and acknowledgements for customer booking payments.

Job description

Field/Market Visits

• Sharing latest documents needed/fee structures and TAT for bank, DISCOM and PMSGY portal.
• Conduct regular field visits with dealers to understand the sales operations process and ground-level blockers under PMSGY.
• Customer visits to complete KYC, application formalities, financing, and commissioning activities. (Through dealers and salespersons)

DISCOM Coordination

• Conduct regular visits to DISCOM offices and coordinate with relevant government officials to expedite order approvals and move applications to the next stage of execution.
• Track application status, follow up on pending cases, and facilitate necessary documentation for faster clearance.
• Build & foster business relationships with officials with help of district head
• Escalate critical delays to internal stakeholders and support intervention planning for smoother execution.
• Resolve DISCOM-related issues and ensure accurate documentation to avoid execution delays and compliance gaps.

Bank File Processing

• Follow up on bank file movement across stages and intervene to expedite approvals and disbursements.
• Maintain records of submissions, acknowledgements, and pending actions to support audit and compliance requirements.
• Manage bank file submissions and ensure accurate documentation at both local and branch levels for seamless processing.

Sales Operations Reporting:

• Deliver timely updates and operational insights from the assigned district to the Sales Head to ensure smooth execution of PMSGY activities.
• Track progress, highlight bottlenecks, and recommend corrective actions for improved scheme implementation.
• Monitor and drive customer turnaround time (TAT) adherence across all execution milestones to maintain service quality and satisfaction.
• Ensure all customer interactions, order stages, and updates are accurately captured in LSQ/ Other platforms for real-time visibility.
• Maintain accurate reporting dashboards/MIS to support data-driven decision-making and execution efficiency.
• Supervise and guide field agents responsible for bank coordination and DISCOM liaison to ensure execution efficiency and on-ground responsiveness.
• Subsidy Management Oversee subsidy eligibility checks, documentation, and follow-ups to ensure timely subsidy disbursement under the PMSGY program.
• Ensure timely movement and submission of documents across relevant stakeholders to support smooth process flow and execution.

Sales Coordination & Order Execution

• Ensure all operations related processes are tracked properly on LSQ and other platforms.
• Coordinate with the installation ops team for timely site survey and installation
• Coordinate with the Accounts team to ensure timely issuance of receipts and acknowledgements for customer booking payments.