Relationship Manager- Broking- 5.5 lacs

1 week ago

Tirupur, India Wego Consultants Full time

Role & responsibilities

  • Mine cross sell opportunities from centrally shared customer data
  • Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units
  • Awareness of available products bouquet and their fit with various customer personas

  • Identifying opportunities to offer combination solutions based on customer needs

  • Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value

  • Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer

  • Ensure robust lead generation by networking across CSEs of various units to drive cross sell opportunities

  • Follow up with sales teams for closure of leads generated

  • Ensuring the new client acquisition targets for the branch are achieved

  • Ensuring consistent delivery of cross-sell product/service offerings, driving innovation basis contextual needs of the customer
  • Tracking scale and quality on a day to day basis and identifying opportunities for improvement

Preferred candidate profile

Self starter, go getter, drive to achieve and excel, good communication skills (written and oral), having a flair for sales and marketing in the open market through self sourcing for multi line products, proven track record having experience in the range of 2 to 5 years in selling multi financial products

Perks and benefits

Maximum CTC 5.75 lacs

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