Relationship Manager- Broking- 5.5 lacs

Wego Consultants; Chennai District; On-site; INR 518,000 - 633,000; Full time

Job summary

Wego Consultants in India seeks a self-driven cross-sell specialist with 2–5 years of experience in selling multi financial products. You will leverage centralized customer data and collaborate with CSEs to identify opportunities, pitch solutions, and grow customer lifecycle value.

The role focuses on building relationships with units, achieving cross-sell targets, and driving new client acquisition while ensuring quality delivery of product offerings.

Qualifications

• Strong sales and negotiation skills.
• Excellent written and verbal communication.
• Understanding of financial products and cross-sell strategies.
• Ability to self-source opportunities across the open market.

Responsibilities

• Mine cross-sell opportunities from centralized data.
• Pitch cross-sell opportunities through self and CSEs.
• Identify product-fit for customer personas and offer combos.
• Nurture relationships with unit CSEs to scale cross-sell.
• Set and achieve targets for cross-sell, new clients, and higher products.
• Generate leads through network across units and follow up for closure.
• Ensure new client acquisition targets are met and cross-sell delivery is consistent.
• Track scale and quality and identify improvements.

Skills

Sales

Communication

Market knowledge

Financial products knowledge

Job description

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