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Free template template · Word

Sales Executive Job Description

A sales executive job description for field, retail or channel sales roles with monthly targets. It covers customer visits, order booking, collections, market feedback and daily reporting.

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[Highlighted] = fill in
[Company Logo][Company Name]

JOB DESCRIPTION – SALES EXECUTIVE

Job Title:
Sales Executive
Department:
Sales
Reports To:
Sales Manager / Area Sales Manager
Location:
[Work Location]
Employment Type:
Full-time, Permanent
Experience:
1–4 years in sales
Job Code:
[Reference Number]

About [Company Name]

[Company Name] is [one-line description of your business, products/services and team size]. Office address: [Company Address].

Job Summary

The Sales Executive will drive sales of [Product Category] in [Territory] for [Company Name], building strong customer and dealer relationships and achieving monthly sales and collection targets.

Key Responsibilities

  1. Visit customers, dealers and retailers as per beat plan
  2. Present products, schemes and pricing
  3. Book orders and coordinate timely deliveries
  4. Follow up on outstanding payments and collect cheques / UPI
  5. Expand distribution by adding new outlets
  6. Track competitor activity and share market feedback
  7. Run in-store promotions and merchandising
  8. Report daily visits and orders in [CRM / App]
  9. Resolve basic customer complaints

Required Skills

  • Communication and negotiation
  • Local market knowledge
  • Relationship building
  • Basic smartphone and CRM app use
  • Self-motivation

Qualifications & Experience

  • Graduate (any discipline)
  • 1–4 years in field or retail sales
  • Two-wheeler and valid driving licence (for field roles)

Preferred Skills (Good to Have)

  • Experience in [Industry] products
  • Existing dealer network
  • Regional language fluency

Key Performance Indicators (KPIs)

KPITargetReview Frequency
Monthly sales vs target[Percentage]% of ₹[Amount]Monthly
Collections vs due[Percentage]%Monthly
New outlets added[Number] per monthMonthly
Daily calls / visits[Number] per dayWeekly

Salary Range

₹[Minimum CTC] – ₹[Maximum CTC] per annum (CTC), depending on experience and skills. Final offer will show the fixed and variable split and approximate in-hand salary.

Benefits

  • Provident Fund (EPF) and ESI as applicable, gratuity as per law
  • [Number] days of paid leave plus public holidays as per company policy
  • [Health insurance / group mediclaim cover]
  • Incentives on targets
  • Fuel / travel allowance

How to Apply

Share your CV with your territory experience and target achievement. Send your application to [HR Email] with the subject line "Application – Sales Executive – [Your Name]" or apply through [Application Link]. Last date to apply: [Date].

Prepared by
[HR Name]
Human Resources
Date: [Date]
Approved by
[Reporting Manager]
Sales
Date: [Date]

What this template includes

  • A job summary that explains why the sales executive role exists and where it sits in Sales
  • 9 role-specific responsibilities, starting with visit customers
  • Required skills such as communication and negotiation and local market knowledge, so screening criteria are clear
  • Qualifications and experience (1–4 years in sales) stated up front to filter applications
  • A KPI table, e.g. monthly sales vs target, that later becomes the appraisal yardstick
  • Salary range, benefits and how-to-apply sections with placeholders ready to fill

When to use it

  • Hiring for a territory or new beat
  • FMCG, building materials or consumer durables distribution
  • Dealer or retailer network expansion
  • Replacing sales staff with clear targets

How to customise this template

  1. 1Replace [Company Name], [Work Location] and the reporting line (Sales Manager / Area Sales Manager) with your actual details
  2. 2Trim or reorder the responsibilities so the top three reflect what the sales executive will spend most time on
  3. 3Define the territory, product category and channel (direct, dealer, retail counter)
  4. 4Fill in the salary range as annual CTC in ₹ and decide whether to show it publicly or only on request
  5. 5Set realistic targets in the KPI table with the hiring manager before the role goes live

HR tips

  • Show territory and target clearly so candidates assess fit
  • Explain the incentive and travel allowance structure
  • Include collection targets, not just sales, to protect cash flow

For HR & hiring managers

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Frequently asked questions

What does a sales executive do?+

A sales executive meets customers or dealers, presents products, books orders, follows up on deliveries and payments, and reports market activity.

What qualification is needed for a sales executive?+

Usually any graduate; 12th pass may be acceptable for some field roles. Communication and local market knowledge matter most.

How are sales executives paid in India?+

Typically fixed salary plus incentives on targets, with travel allowance or fuel reimbursement for field roles.

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