Accounts Executive

Position: Account Executive / Sales & Dispatch Coordinator Experience: 1+ Year (Sales Support / Dispatch / Commercial Operations) 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 Bachelors 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
Bcom or BMS
1 - 2 years
Post: Finance executive Qualification required: B. Com or M. Com Location: Nariman point Skills required: Working knowledge of Tally Prime latest version, MS excel and Word Job Description: 1. Documentation for Finance work – CC/OD/Term Loan/Home Loan application cum renewal, LC/BG documentation 2. Handling Exim compliances – SB/BOE submission, Advance licence, EPCG application and redemption 3. Followup with concerned consultant for requisite certificates (for e.g. Solvency certificate, CA certificate, CE certificate) 4. Assisting in basic audit requirements