Relationship Manager- Broking- 5.5 lacs

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

Benefits offered by this job

Maximum CTC 5.75 lacs

Job summary

Wego Consultants seeks an energetic sales professional to identify and pitch cross-sell opportunities using shared customer data. You will work with CSEs to tailor product bundles to customer personas and drive multi-line sales.

Build relationships with CSEs, coordinate with cross-unit teams to hit cross-sell, new client acquisition and higher products per customer targets. Lead generation and timely follow-ups are essential to close deals.

Qualifications

• 2–5 years of experience in selling multi financial products.
• Proven track record in open-market sales.
• Strong written and spoken communication skills.

Responsibilities

• Mine cross-sell opportunities from centrally shared customer data.
• Pitch cross-sell opportunities directly and through CSEs of units.
• Be aware of available product bouquets and their fit with customer personas.
• Identify opportunities to offer combination solutions based on customer needs.
• Nurture relationships with CSEs of units to scale cross-sell opportunities.
• Work with cross-unit teams to set and achieve targets for cross-sell and higher products per customer.
• Ensure robust lead generation by networking across CSEs to drive cross-sell opportunities.
• Follow up with sales teams for closure of leads generated.
• Ensure targets for new client acquisition and cross-sell delivery are met.
• Track scale and quality and identify areas for improvement.

Skills

Communication skills

Sales mindset

Self-starter

Marketing aptitude

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