RM- Broking- 5.5 lacs

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

Benefits offered by this job

Maximum CTC 5.75 LPA

Job summary

Wego Consultants invites a self-motivated sales professional to drive cross-sell opportunities across our client base in India. You will leverage centralized customer data, pitch cross-sell options directly and through customer service executives, and map product fit to customer personas.

The role focuses on achieving targets for cross-sell and new client acquisition while maintaining strong relationships with unit CSEs to scale opportunities and improve customer lifecycle value.

Qualifications

• Self-starter with drive to achieve and excel.
• Excellent written and oral communication skills.
• Experience and flair for sales and marketing in open market.
• Proven track record selling multiple financial products.

Responsibilities

• Mine cross-sell opportunities from centrally shared customer data.
• Pitch cross-sell opportunities directly and via customer service executives.
• Understand product bouquet and fit with customer personas.
• Identify opportunities to offer combination solutions based on customer needs.
• Nurture relationships with customer service executives to scale cross-sell opportunities.

Skills

Self-starter

Good communication

Sales mindset

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