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Cross-Sell Strategy Lead

Cross-Sell Strategy Lead

Poonawalla FincorpPune, Pune (division), India
1 day ago
Job description

Job Purpose

The Cross Sell Specialist will be responsible for developing and executing strategies to maximize cross-selling opportunities across the company’s product and service portfolio. This role requires a strategic thinker with a deep understanding of customer needs and market trends, capable of driving revenue growth through effective cross-selling initiatives.

Principal Accountabilities

Strategic Planning :

  • Develop and implement a comprehensive strategic plan for the unsecured loan business, aligned with the overall objectives of the organization.

Sales Team Management :

  • Lead and motivate the sales team to achieve targets and revenue goals.
  • Provide guidance and support to improve sales techniques and strategies.
  • Monitor sales performance and implement corrective actions when necessary.

    • Dialer Management :

  • Oversee the dialer team responsible for managing the automated dialing system and optimizing dialing campaigns for maximum efficiency.

    • Centre of Excellence Oversight :

  • Establish and maintain a Centre of Excellence (CoE) to drive continuous improvement in operational processes, customer experience, and efficiency.

    • Management Information Systems (MIS) :

  • Ensure the availability and accuracy of critical data and reports to aid decision-making and performance tracking.
  • Collaborate with the MIS team to develop customized reports as per business requirements.

    • Training and Development :

  • Ensure adequate training is provided through regular training sessions for new hires and existing employees

    • Quality Assurance :

  • Establish quality standards and guidelines for the contact centre operations.
  • Conduct regular quality checks and call audits to ensure compliance with regulatory requirements and service excellence.

    • Compliance and Risk Management :

  • Ensure adherence to all relevant regulatory guidelines and internal policies.
  • Implement risk mitigation strategies to safeguard the company's interests.

    • Stakeholder Management :

  • Collaborate with cross-functional teams, such as digital marketing, credit, risk and operations, to streamline processes and achieve business objectives.

    • Performance Reporting :

  • Prepare and present periodic performance reports to senior management.
  • Analyze data to identify trends, opportunities, and challenges.

    • Desired Profile

  • Minimum of 7+ years of experience in Cross Sell, with at least 4 years in a leadership role focused on cross-selling.
  • Bachelor’s degree in business, Marketing, or a related field. MBA preferred.
  • Strong analytical and strategic thinking skills.
  • Excellent communication and interpersonal skills.
  • Proven ability to drive revenue growth through cross-selling.
  • Proficiency in CRM software and sales analytics tools
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    Strategy Lead • Pune, Pune (division), India