- 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, positive 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