Opportunity identification

• 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

Cross LOB communication

• 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

Team training

• Training and upskilling the team on all relevant products and their features

Managing lead generation and closure

• Ensure robust lead generation by networking across various units to drive cross-sell opportunities
• Follow up for the closure of leads generated

Query redressal

• De-bottlenecking any issues, wherever needed
• Working with technology and other teams to drive implementation

Achieving new client acquisition & cross sell targets

• 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