Relationship Manager- Broking- 5.5 lacs

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

Benefits offered by this job

CTC: 5.75 Lacs

Job summary

Wego Consultants in Kerala, Thiruvananthapuram, seeks a proactive cross-sell specialist to mine opportunities from centralized customer data and pitch cross-sell options. You will work with CSEs across units to drive multi-product solutions and client acquisition, while tracking performance daily.

The ideal candidate has 2–5 years in selling multi-financial products, strong communication skills, and a self-starting attitude to excel in a dynamic market.

Qualifications

• 2–5 years of sales experience in multi-financial products.
• Self-starter with strong written and verbal communication.
• Proven track record in open market multi-product sales.

Responsibilities

• Identify cross-sell opportunities from centrally shared customer data.
• Pitch cross-sell opportunities directly and through CSEs of units.
• Understand product bouquet and fit with customer personas.
• Identify opportunities to offer combination solutions based on customer needs.
• Nurture relationships with CSEs to enable scale for cross-sell opportunities.
• Work with cross-unit teams to meet targets for cross-sell and new client acquisition.
• Ensure robust lead generation by networking across CSEs of units.
• Follow up with sales teams for closure of leads generated.
• Ensure branch targets for new client acquisition are achieved.
• Deliver cross-sell offerings consistently and track daily scale and quality for improvements.

Skills

Cross-selling

Sales experience

Communication skills

Multi-product selling

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