2646 Cross Sales Jobs

Roles & Responsibilities :- Meet with loan applicants to identify their needs and collect information for loan applications. Analyze active loan files on a regular basis and recommend solutions to speed up the loan process. Complete loan contracts and teach clients on policies and regulations. Interview applicants to define financial eligibility and establish debt payment plans. Monitor and update account records. Submit loan applications in a timely manner. Prepare detailed loan proposals. Reject loan applications and explain deficiencies to applicants. Respond to applicants' questions and resolve any loan-related issues. Operate in compliance with laws and regulations. Role: Business Development Officer Industry Type: Banking Department: Sales & Business Development Employment Type: Off Roll Budget : 2.5 LPA Experience: Min 1 Year in relevant industry (Personal Loan) Location - Delhi NCR Qualification : Min 12th or Graduation Interested candidates can connect on 9682877202 HR Indresh Singh

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Customer Service Executive Ghansoli, Mumbai | 2.5 – 3.20 LPA | Freshers & 1-3 yrs exp Join India’s 3rd largest banking financial company! Handle customer queries on Trading & Demat accounts Voice & Non-Voice (calls, emails, chats) Required Candidate profile Good English & Hindi communication needed Basic computer skills + problem-solving attitude call 8080126356 Ekta www.hyfly.in

Join the 3rd largest bank broking firm as a Quality Auditor Key Responsibilities: Audit dealer-client order placement calls Identify and report discrepancies/non-compliance Prepare detailed audit reports Collaborate with compliance & training teams Required Candidate profile 1-3 years experience in quality audit/compliance (financial services preferred) Knowledge of stock exchange regulations Bachelor’s degree Fluency in Malayalam, Bengali or Telugu call 9082104424 Sanika

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sana-qureshi@kotak.com or call on 7558602361 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sana-qureshi@kotak.com or call on 7558602361 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. Location : Ghaziabad, Delhi, East Delhi, West Delhi, North Delhi, South Delhi, Central Delhi, Noida, Gurgaon, Faridabad. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Will be sitting in Kotak Bank

Walk-in Drive Details: Date: 05 -August - 2025 Day: Tuesday Time: 10 AM to 4PM Address: IIFL Finance Ltd. No B2/309, Vikas Khand Gomti Nagar Lucknow, Uttar Pradesh - 226010 India Location: Lucknow - (U.P.) Contact Person: Mr. Satish Kumar Shukla & Yash Srivastava - 9451894285 / 9321273429 Job Title / Designation - Gold Appraiser Job Description - To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments. Adhering to high ethical standards and complying with all the laid down processes / policies of IIFL - KYC adherence. Verify customers KYC & complete online registration. Maintain the quality of portfolio by tracking & controlling the threshold IRR and prompt resolution of queries pre & post loan disbursal. Ensure to bring in New Customers and maintain good relationship with existing customers for generating renewal & referral business. Ensure to call customers as per CRM leads and update in the system. Participate in marketing activities to improve the brand visibility of IIFL_Gold Loan branch in the catchment areas and to generate leads of prospective customers. Drive cross-sell of other financial products to existing customers. Ensure strong follow up for interest collections to keep NPAs in control. Job Title / Designation - Customer Care Executives Job Description - Attend walk-In customers and address their issues w.r.t. Gold Loan process & various schemes offered at IIFL. Verify customers KYC & complete online registration. Provide after sales service to existing customers and obtain references from them to increase customer base. Provide good customer service experience while pledging / releasing /interest payment transactions etc. Ensure to bring in New Customers and maintain good relationship with existing customers for generating renewal & referral business. Participate in field-marketing activities to improve the brand visibility of IIFL_Gold Loan branch in the catchment areas and generate leads of prospective customers. Drive cross-sell of other financial products to existing customers. Adhere to standard operating procedure of the organization and maintain all important registers at branch level. Ensure strong follow up for interest collections to keep NPAs in control .

To work with staff of bank partners to identify potential banking customers with financial protection needs. To provide professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases 6352870507 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 6352870507 Perks and benefits Medical Allowance's, petrol Allowances, PF

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Vidya -9773553319 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

Job Role & Location- PB Teller Authorizer PB Classic PB Sales Teller WD Experience -Min 3 years to Any in Banking sector only. Interview Date - 02 Aug 2025 Day -Saturday Timing -11:00 am to 2 pm Location - Rajnandgaon, Ambagarh Chowki, Mohla, Balod Address -HDFC Bank Ltd,Ground Floor, Jai Shankar Niwas, Ward No. 13, Near Railway Station, Civil Lines, Rajnandgaon, Chhattisgarh Note-For Teller & WD Females are preffered.

Role & Responsibilities Lead and manage end-to-end operations of the contact center site ensuring smooth service delivery. Drive revenue generation by supporting cross-sales initiatives and achieving sales targets. Optimize human resource utilization, including workforce planning and performance management. Ensure adherence to compliance frameworks and regulatory guidelines. Focus on improving service efficiency and enhancing customer experience. Monitor and report on key performance indicators (KPIs) such as service levels, revenue, and employee productivity. Collaborate with stakeholders to resolve operational challenges and implement process improvements.

You should have relevant experience in PEB Sales for 2-4 years or cross sales experience in building material/EOT cranes/lifts for 3-6 years. The job is located in Lucknow, Uttar Pradesh. Your CTC will be based on your current remunerations. It is essential to have good communication skills and in-depth knowledge of AutoCAD.,

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our ROCE Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

Candidate Should Have Good Communication Skills Candidate Should Have Min 1 Year Sales Experience Build Good Relationship With HDFC Bank RM Making Outbound Call HDFC Bank RM Will Provide Customers Lead Candidates Can Call @HR kavita 9318460257

6 months Experience is mandatory Candidate should have bike and License Must have good Communication Candidate Must Interested For field sales and Home loan Interested plz call HR Mansi 8595586162

We’re Hiring for AM & SO Min 6 Months BFSI & Insurance Sales Exp Excellent Communication Skills Build Strong Relations with Bank Make Outbound Calls | Leads Provided by Bank RM Open to field work (Travel) Share CV To @HR Anya 9335477725

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.asmeen-khan@kotak.com or call on 9209434945 Location - Bilaspur, Gwalior, Jabalpur, Jabalpur, Bokaro Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.asmeen-khan@kotak.com or call on 9209434945 Location - Bhopal, Raipur, Indore, Bhilai, Ratlam, Hoshangabad, Sagar Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank

Candidate needs to have BFSI Experience Candidate needs to be comfortable with field work for client meetings Candidate needs to have two-wheeler Interested candidates can call/whatsapp- 9310054306

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on " kli.prachi-naik@kotak.com" Contact Number : 9326238780 Location: Alipurduar, Darjeeling, Dakshin Dinajpur, Balurghat, Dhurbi, Hazaribag Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank.

Equity Advisor Interested candidates may send in your resumes to 7736562628 Job Description: Roles and Responsibilities: 1. Communicating trading calls and investing Ideas to customers. 2. Through knowledge of all exchange rules, regulations, and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details, and confirmations. 6. Identify new streams for revenue and maintain cordial relationships with existing clients. 7. Developing relationships with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. 9. Cross-selling third-party products (Life Insurance and mutual funds). Age : Upto 39 Years Eligibility 1) Graduation 2) Candidates with a minimum of 0-2 years of experience in Equity Dealing is desirable. 3) Candidates who are handling the life insurance product can also apply. 3) Freshers with good market knowledge can also apply along with NISM 8 certification

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on " kli.prachi-naik@kotak.com" Contact Number : 9326238780 Location: Cooch Behar , Uttar Dinajpur, Siliguri, Jalpaiguri,Bokaro Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank.

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on " kli.prachi-naik@kotak.com" Contact Number : 9326238780 Location: Jamshedpur, Dhanbad,Hazaribag, Bhilai, Raipur,Gwaalior, Jabalpur Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank.

Job description Roles and Responsibilities Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Location: - Faridabad/ Noida ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Anil Yadav -9891991341(Anil.Yadav@sbicapsec.com) ********************************************************************************************************************************************************************************************************************