Relationship Manager- Broking- 5.5 lacs

Wego Consultants; Kozhikode district; On-site; INR 345,000 - 575,000; Full time

Job summary

Wego Consultants in India is hiring for a cross-sell focused sales role. You will mine cross-sell opportunities from shared customer data, pitch through CSEs, and leverage knowledge of the product bouquet to fit various customer personas.

Ideal candidates have 2–5 years in selling multi financial products, with strong communication skills and a proven cross-sell track record. The role emphasizes relationship-building with CSEs and achieving branch targets.

Qualifications

• 2–5 years of experience in selling multi financial products.
• Strong written and oral communication skills.
• Proven track record in cross-sell and new client acquisition.

Responsibilities

• Identify cross-sell opportunities from shared customer data.
• Leverage user insights and pitch cross-sell opportunities through CSEs.
• Know product bouquet and fit for different customer personas.
• Identify combos of solutions to meet customer needs.
• Nurture CSE relationships to scale cross-sell opportunities and improve CLV.
• Collaborate with cross-unit teams to hit cross-sell and new client targets.
• Generate leads by networking with unit CSEs to drive cross-sell.
• Follow up with sales teams to close generated leads.
• Meet new client acquisition targets for the branch.
• Deliver cross-sell offerings consistently and innovate per customer needs.
• Track scale and quality daily and identify improvement opportunities.

Skills

Self-starter

Communication

Sales experience

Multi-product sales

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