Relationship Manager- Broking

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.