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Wego Consultants
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Relationship Manager- Broking- 5.5 lacs

Relationship Manager- Broking- 5.5 lacs

Wego Consultants

2 - 7 years

2 - 5 Lacs

palakkad

Posted:None| Platform:

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Skills Required

portfolio management life insurance mutual funds sales loan sales wealth management broking insurance sales hni acquisition financial advisory hni client handling certified financial planner hni sales relationship management equity sales investment advisory

Work Mode

Work from Office

Job Type

Full Time

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

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