Branch Customer service- Multiple financial products- 3.5 lacs

2 weeks ago


Rajahmundry Salem Tiruchirapalli, India Wego Consultants Full time US$ 60,000 - US$ 1,20,000 per year

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



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