Program Manager - Cross Sell

Job Description

Key Responsibilities: Relationship Building and Management: o Act as the primary point of contact for a portfolio of existing loan customers o Develop and maintain strong, trust-based relationships with sellers through regular communication, proactive engagement, and a deep understanding of their business needs and financial goals o Ensure high levels of customer satisfaction by providing exceptional service and acting as an advocate for their needs within the organization o Establish approachability and build rapport to facilitate open discussions about their financial requirements o Provide priority service to assigned sellers, ensuring timely responses and efficient resolution of queries or concerns Cross-Selling and Upselling: o Proactively identify opportunities to cross-sell relevant financial products and services (e.g., additional loan products, insurance, payment solutions, business tools) based on the sellers & current and potential future needs o Effectively upsell existing loan customers to higher-value products or services that align with their growing business requirements o Develop and implement targeted strategies and campaigns to maximize cross- selling and upselling conversions within the assigned portfolio o Clearly articulate the features, benefits, and value proposition of various financial products and services to sellers o Conduct thorough needs analysis to recommend the most suitable solutions for each seller Target Achievement and Performance Monitoring: o Be responsible for achieving and exceeding assigned targets for cross-selling and upselling revenue, product penetration, and other key performance indicators (KPIs) o Analyze sales data and identify trends, opportunities, and areas for improvement o Implement effective sales techniques and strategies to consistently meet and surpass targets o Maintain accurate records of customer interactions, sales activities, and outcomes