Relationship Manager- Broking- 5.5 lacs

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

Benefits offered by this job

Maximum CTC 5.75 lacs

Job summary

Wego Consultants is seeking a results-driven sales professional to identify cross-sell opportunities across a bouquet of financial products, using centrally shared customer data and insights. You will pitch directly and through customer service executives to maximize reach and conversion.

You will nurture relationships with unit CSEs, work with cross-unit teams to set and achieve targets for cross-sell and new client acquisition, and ensure steady delivery of multi-product solutions by tracking

Qualifications

• Self-starter with drive to achieve and excel; strong written and oral communication.
• Proven track record selling multi financial products (2–5 years).
• Willingness to source for multi-line products in open market.

Responsibilities

• Mine cross sell opportunities from centrally shared customer data.
• Understand 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.

Skills

Sales experience

Communication skills

Multi-line products 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