Cross-Sell Manager

Formation

• Supporting formation & execution of long term organization strategy in a multi-product cross sell ecosystem
• Build execution plan in terms of conversion, capacity for the channel for next few years
• Developing detailed understanding of all business products, processes and regulatory conditions for health & life insurance, lending and mutual funds, stock broking verticals

Collaboration

• Collaborating with internal cross-functional stakeholders  (Marketing, Alliances, Analytics, Product, Finance) to lead sustainable customer acquisition models
• Work closely with sales team to drive target, revenue, Mix, Activities, Incentive, etc
• Coordinate and collaborate with cross function stakeholders to drive balanced product mix

Sales

• Drive Business regularly and work with new formed multiple LOBs channel
• Sharing data based insights and recommendations for sales team to work on to improve key sales metrices like revenue, leads, LCR, activation

Analysis

• Performing competitor analysis across relevant industries, fintech set-ups to execute best in class practices & be a thought leader in the domain
• Ensuring inputs and enhancements to CRM and LMS tools are happening and addressing any issues cropping up
• Streamline multiple LOBs process for higher efficiency & lower conversion TAT
• Streamline sales dashboard & MIS system by working closely with Analytics, Sales and LOBs Spoc