Relationship Manager- Broking- 5.5 lacs

Wego Consultants; Palakkad; Presencial; INR 518.000 - 633.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Maximum CTC 5.75 lacs

Descripción de la vacante

Wego Consultants in Palakkad, Kerala is seeking a proactive sales professional to drive cross-sell opportunities across financial products. You will mine leads from shared customer data, pitch to customers and CSEs, and work with unit teams to meet cross-sell and new client targets.

The role requires 2–5 years in selling multi financial products, strong communication, and a self-starter attitude. You will network with CSEs to generate leads and sustain delivery of offerings across the branch.

Formación

• 2–5 years of experience in selling multi financial products.
• Excellent written and oral communication skills.
• Ability to source leads and close sales.

Responsabilidades

• Mine cross-sell opportunities from centrally shared customer data.
• Pitch cross-sell opportunities directly and through customer service executives (CSEs) of units.
• Be aware of available product bouquet and fit with customer personas.
• Identify opportunities to offer combination solutions based on customer needs.
• Nurture relationships with CSEs of units to enable scale for cross-sell opportunities and improve 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.
• Ensure new client acquisition targets for the branch are achieved.
• Ensure consistent delivery of cross-sell offerings and track scale and quality daily.

Conocimientos

Sales

Communication

Self-starter

Marketing

Multi-line products

Descripción del empleo

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