Area Customer Success Manager
- Sun Life
- 5 - 10 years
- Vijayawada, Guntur
- 10 months ago
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Job Description
Roles and Responsibilities
- Manage a team of customer success professionals to drive revenue growth through cross selling, upselling, and retention strategies.
- Identify new business opportunities by leveraging existing relationships with key decision-makers at target companies.
- Collaborate with internal stakeholders to ensure seamless delivery of services across departments such as sales, marketing, and operations.
Supporting Actions
Opportunity identification
- 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
Cross LOB communication
- 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
Managing lead generation and closure
- 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
Query redressal
- De-bottlenecking any issues, wherever needed
Achieving new client acquisition & cross sell targets
- 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
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: LendingRole: Area / Territory ManagerEmployement Type: Full timeContact Details:
Company: Sun LifeLocation(s): Vijayawada, Guntur
Keyskills: Cross Selling Sales Lead Generation Team Management Wealth Management Client Retention Revenue Generation
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Sun Life
Aditya Birla Capital is a part of the Aditya Birla Group, a US$ 48.3 billion Indian multinational, in the league of Fortune 500. Anchored by an extraordinary force of over 120,000 employees, belonging to 42 nationalities, the Aditya Birla Group operates in 34 countries across the globe. Formerly k...
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