Relationship Manager- Broking- 5.5 lacs
2 weeks ago
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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