Proactively convert qualified leads shared by the organization into revenue-generating clients.
Identify and pursue upsell and cross-sell opportunities within the assigned portfolio to drive incremental business.
Conduct regular follow-ups with leads through calls, emails, and in-person meetings to ensure high lead-to-client conversion rates.
Conduct field visits to potential customers and establish new relationships to expand market reach.
Develop a robust pipeline of prospects through referrals, market intelligence, and networking.
Support and drive market penetration strategies by identifying new growth areas and customer segments.
Grow existing accounts by building strong customer relationships and providing tailored financial/product solutions.
Ensure customer satisfaction through regular engagement, problem resolution, and proactive service.
Consistently meet and exceed sales and profitability goals as defined by the Direct Sales leadership team.
Maintain accurate, up-to-date records of all customer interactions, prospects, and sales activities in the CRM system.
Track the status of target, current, and future customers to enable better planning and resource allocation.