SIP - Customer Account Manager developing and implementing sales strategies in the B2B telecom market. Engaging wholesale customers and driving sales success in a hybrid work environment.
About the role
- Virtual Relationship Manager responsible for deepening customer relationships through remote channels at Upstox. Guiding customers on investment products and achieving sales targets.
Responsibilities
- Handle inbound and outbound customer interactions via calls, emails, and chat.
- Understand customer needs and recommend the right investment/Upstox products.
- Drive conversions, renewals, and product adoption.
- Provide timely and accurate resolutions to customer queries.
- Maintain high levels of customer satisfaction and relationship quality.
- Ensure compliance with regulatory and process guidelines.
- Work closely with internal teams to provide customer insights and feedback.
- Meet and exceed monthly targets related to sales, activation, and engagement.
Requirements
- 3 - 7 years of experience in sales, renewals, insurance, customer service, or financial products.
- Strong communication and interpersonal skills.
- Ability to understand customer needs and offer tailored solutions.
- Proven track record of achieving sales or renewal targets.
- Comfortable working in a fast-paced target-driven environment.
- Proficient in MS Office (Excel, Word, PowerPoint).
- Problem-solving ability with customer-first mindset.
- Knowledge of financial products is a plus (not mandatory).
- Graduation in any field
- Experience in health insurance, general insurance, or policy advisory roles.
- Ability to manage customer queries end-to-end and maintain strong relationships.
- Exposure to cross-selling and upselling financial or insurance products.
- Experience in guiding junior team members or resolving customer escalations.
Benefits
- Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics.
Job title
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Not specified
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Location requirements
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