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
Keyskills: Program Management Cross-Selling Upselling Relationship Building products services Performance Monitoring
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