Account Executive / Sales & Dispatch Coordinator Job in Mumbai at Lucky-tech Membranes Private Limited

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

Catering to applications such as Architectural Tensile Structures, Aluminium Tents Hanger Structures, Biogas, Flexitanks, Trucks Side Curtains, High Speed Roll Doors, Oil Booms

Engineered to perfection on:

Zund Switzerland Cutting Machine &

Forsstrom Sweden High-Frequency Welding Machine