Relationship Manager- Broking

Wego Consultants

2 - 7 years

2 - 4 Lacs

visakhapatnam andhra pradesh india

Posted:1 week ago| Platform: Foundit logo

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Skills Required

cross selling financial products sales customer acquisition relationship management customer insights lead generation

Work Mode

On-site

Job Type

Full Time

Job Description

Role & Responsibilities

Mine cross-sell opportunities from centrally shared customer data.
Understand customer insights and pitch cross-sell opportunities directly or through Customer Service Executives (CSEs) of units.
Stay updated on the product bouquet and identify fitment with different customer personas.
Identify opportunities to offer
combination solutions
based on customer needs.
Build and nurture strong relationships with CSEs to enable scale in cross-sell opportunities and enhance customer lifecycle value.
Collaborate with cross-unit teams to set and achieve targets for
cross-sell, new client acquisition, and products per customer
.
Generate robust leads by networking across CSEs of multiple units.
Follow up with sales teams for lead closures.
Ensure new client acquisition targets for the branch are consistently achieved.
Deliver cross-sell product/service offerings with innovation tailored to customer needs.
Track scale and quality of cross-sell activities daily and identify areas for improvement.

Preferred Candidate Profile

Self-starter with strong drive to achieve and excel.
Excellent
communication skills
(written & oral).
Flair for sales and marketing in the open market through
self-sourcing
for multi-line products.
Proven track record of
25 years experience in selling multiple financial products
.

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