Role Clarity Executive B2I Sales or Executive Corporate SalesDepartment Customer Success Sales Reporting To Head B2I Sales Role Definition The Executive is responsible for executing institutional sales activities within the assigned geography focused on generating leads presenting diagnostic offerings converting institutional accounts and supporting onboarding and retention The role works closely with Zonal Sales Managers and the Head - B2I Sales to expand business from manufacturing and service companies drive monthly sales targets and maintain account satisfaction post-onboarding DeliverablesAchievement of monthly institutional sales targets Generation and conversion of qualified institutional leads Timely onboarding coordination of recent B2I accounts First service handholding and client satisfaction Support account retention and upselling efforts Task and Activities Lead Generation Qualification Identify and contact potential institutional clients HR Admin CSR EHS teams across manufacturing units warehouses service industries offices hubs Conduct initial client profiling to assess need headcount testing volume compliance or wellness intent Create and maintain a territory-specific lead tracker with progress status Contacted Meeting Scheduled Proposal Shared etc Conduct field visits cold calls and follow-ups to nurture institutional prospects Client Engagement Proposal Support Schedule meetings and assist in client requirement mapping pre-employment wellness periodic checkups camps Share standard and customized proposals in coordination with B2I Head Zonal Manager Present services pricing and diagnostic capability confidently to mid-to-senior-level decision-makers Follow up on proposals and ensure timely movement to negotiation and closure Closure Documentation Assist in collecting all documentation needed for onboarding - MoUs GST Company details billing terms etc Coordinate with the finance team for proposal formats and approval workflows Ensure the pre-closure checklist is verified before final sign-off Client Onboarding Service Activation Coordinate with operations and logistics for first-day implementation phlebotomy deployment and material readiness Explain service protocols billing cycle and reporting process to the client SPOC Stay in touch with the client for the first service for escalation support resolution tracking and satisfaction capture Account Support Upselling Support the B2I Head and the Zonal Manager in monthly meetings with large institutional clients Share feedback received from clients about reporting service issues or additional needs Identify potential upselling opportunities additional locations employee family wellness annual plans and report to seniors Data Reporting Coordination Update lead funnel and closure progress in the CRM or sales tracker weekly Submit daily field reports with meetings held outcomes objections raised and action planned Participate in daily and weekly review calls with zonal and central teams Assist in collecting testimonials case studies and feedback forms from clients for internal marketing reference Success Metrics Achievement of Monthly B2I Sales Target Number of Qualified Leads Added and Converted Proposal-to-Closure Turnaround Time No of Accounts Successfully Onboarded within SLA CSAT Score Number of Upsell Leads or Referrals Generated

📌 Executive - Corporate Sales (Rajasthan)
🏢 Dr. B. Lal Clinical Laboratory
📍 Rajasthan