Relationship Manager- Broking- 5.5 lacs

Wego Consultants; Mysuru; Vor Ort; INR 518.000 - 633.000; Vollzeit

Benefits dieser Stelle

CTC: 5.75 LPA

Zusammenfassung

Wego Consultants in Mysuru, Karnataka seeks a dynamic sales professional to drive cross-sell opportunities across multiple financial products. You will mine data, pitch through customer service executives, and partner with cross-unit teams to hit targets for cross-sell, new client acquisition, and higher products per customer.

The ideal candidate has 2–5 years of experience in selling multi-financial products, strong communication, and a self-driven, market-facing approach to self-sourcing in

Qualifikationen

• Self-starter with drive to achieve sales targets.
• Excellent written and oral communication skills.
• Proven 2–5 years selling multi-financial products.
• Ability to source multi-line products for clients.

Aufgaben

• Mine cross-sell opportunities from centralized customer data.
• Pitch cross-sell opportunities through CSEs and direct channels.
• Understand product bouquet and fit with customer personas.
• Identify combo solutions based on customer needs.
• Nurture relationships with CSEs to scale cross-sell opportunities.
• Collaborate with units to meet cross-sell and new client targets.
• Generate leads across CSEs and follow up for closures.
• Ensure branch new client acquisition targets are met.
• Deliver cross-sell offerings consistently and track improvements.

Kenntnisse

Cross-selling

Lead generation

Sales support

Customer insights

Stakeholder management

Jobbeschreibung

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