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  • Job
    Full-time
    Senior Level
  • Customer Relations
    Sales & Business Development

AI generated summary

  • You need sales experience, strong financial product knowledge, excellent communication skills, team collaboration, data analysis proficiency, and a customer-centric mindset.
  • You will identify cross-sell opportunities, analyze customer insights, train teams, ensure lead generation, and collaborate with units to meet acquisition targets and enhance product offerings.

Requirements

  • Job Requirements
  • Proven experience in sales and customer relationship management
  • Strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work collaboratively across teams
  • Proficiency in data analysis and opportunity identification
  • Experience in training and developing team members
  • Strong problem-solving skills
  • Ability to manage lead generation and follow-ups effectively
  • Track record of achieving sales targets
  • Customer-centric mindset with a focus on delivering value
  • Experience in managing cross-sell initiatives
  • Ability to navigate complex organizational structures
  • Proficient in using technology to drive implementation and improve processes

Responsibilities

  • Mine cross sell opportunities from centrally shared customer data
  • Understanding relevant user insights and pitch cross-sell opportunities through the assigned team members
  • Awareness of available products bouquet and their fit with various customer personas
  • Identifying opportunities to offer combination solutions based on customer needs
  • Identifying areas of improvement for each product with respect to cross-sell opportunities
  • Working with the product managers to build product-wise cross-sell propositions
  • Nurturing relationships with 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-selling, new client acquisition & higher products per customer
  • Drawing up the cross-sell blueprint for the zone with cross-unit alignment
  • Training and upskilling the team on all relevant products and their features
  • Ensure robust lead generation by networking across various units to drive cross-sell opportunities
  • Follow up for the closure of leads generated
  • De-bottlenecking any issues, wherever needed
  • Working with technology and other teams to drive implementation
  • Ensuring the new client acquisition targets for the zone are achieved
  • Owning and delivering the cross-sell strategy and plan for the zone
  • Ensuring consistent delivery of cross-selling 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

FAQs

What is the primary responsibility of the RCSM?

The primary responsibility of the RCSM is to drive growth and expansion of the business by creating customer value during the lifetime of existing customers, understanding their overall needs, and matching those needs to the products and services offered.

What are the main challenges faced by the RCSM?

The main challenges include ensuring speedy delivery of communication and assistance to customers, adding value to conversations rapidly, obtaining support from stakeholders across the business, and improving the quality of solutions through effective development processes.

What are the key result areas (KRAs) for the RCSM role?

The key result areas for the RCSM role include opportunity identification, cross-Lob communication, team training, managing lead generation and closure, query redressal, and achieving new client acquisition and cross-sell targets.

How does the RCSM identify cross-sell opportunities?

The RCSM identifies cross-sell opportunities by mining centrally shared customer data, understanding user insights, identifying opportunities based on customer needs, and working with product managers to build product-wise cross-sell propositions.

What is expected in terms of team training for the RCSM?

The RCSM is expected to train and upskill the team on all relevant products and their features to ensure they are well-equipped to identify and capitalize on cross-sell opportunities.

How does the RCSM handle lead generation and closure?

The RCSM ensures robust lead generation by networking across various units and actively follows up to close the leads generated.

What is involved in managing query redressal for the RCSM?

The RCSM is responsible for de-bottlenecking any issues, working closely with technology and other teams to drive implementation and ensure resolution of customer queries.

What are the targets the RCSM is expected to achieve?

The RCSM is expected to achieve new client acquisition targets, deliver on the cross-sell strategy and plan for their zone, and consistently drive innovation in product/service offerings based on customer needs.

Enriching Lives. Winning as ONE.

Finance
Industry
10,001+
Employees
2007
Founded Year

Mission & Purpose

Aditya Birla Capital is a financial services company offering a wide range of solutions, including asset management, insurance, and lending services. Their mission is to empower individuals and businesses by providing comprehensive financial solutions that foster growth and security. With a strong emphasis on customer-centricity, Aditya Birla Capital aims to deliver innovative products and services tailored to meet diverse financial needs. Their purpose is to build lasting relationships with clients while contributing to the overall economic development of communities and the country.