2218 Cross Sales Jobs - Page 11

Role Title: Relationship Manager Professional Clients Group (PCG) Reporting To: Cluster Head PCG Location: Mumbai / Delhi/ Bangalore / Chennai / Hyderabad / Ahmedabad / Pune / Kolkata / Guwahati Experience Required: 5+ years Role Type: Individual Contributor About the Professional Clients Group (PCG) The PCG vertical at Nuvama caters to Ultra-HNIs, Family Offices, and Corporate clients. With presence in all key metro cities across India, the team delivers specialized services in equity, derivatives, and wealth solutions backed by high-touch engagement and strong research capabilities. Role Overview As a Relationship Manager – PCG, you will be responsible for acquiring, managing, and growing a portfolio of UHNI and Family Office clients. The role requires strong understanding of capital markets, equity advisory, and wealth management products, along with an entrepreneurial mindset to build and deepen client relationships. Key Responsibilities Acquire new UHNI, Family Office, and Corporate clients (minimum 1 Cr+ per account) Manage end-to-end client onboarding and relationship lifecycle Deliver advisory-led services across Equity, Derivatives, Currency, and Alternative Investments Cross-sell a wide range of products including PMS, AIFs, Mutual Funds, Bonds, and Structured Products Achieve wallet share growth, revenue targets, and client retention KPIs Ensure client satisfaction through proactive servicing and consistent engagement Liaise with internal teams (Risk, Operations, Compliance) for smooth execution and governance Maintain adherence to corporate policies, risk, and regulatory frameworks Candidate Profile 5+ years of experience in Broking or Wealth Management Proven track record in servicing UHNI or Family Office clients Deep knowledge of Equity (Cash, F&O), Wealth Products (MFs, PMS, AIFs), and Structured Solutions Existing client book and relationships preferred Excellent interpersonal and communication skills Highly driven, client-obsessed, and performance-oriented Why Join Nuvama PCG Uncapped incentive structure with payouts among the best in the industry Work with one of India’s most respected names in wealth management Freedom to drive your own book with robust product and platform support Regards, HR Team

Managing Sales of Home Loan Product Sourcing business through open market - DST & DSA Strong knowledge of home loans, LAP, mortgage loans Sourcing - DSA. Open Market ,Connectors HR KHUSHI MOB : 9327844273 CALL AND WhatsApp Required Candidate profile Good communication skill Must have minimum 1 year experience in Housing loan / LAP / Mortgage Loans sales CANDIDATE AGE 21 TO 45 Must have a Two-Wheeler with a Valid Driving License

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.ankita-velari@kotal.com or call on 8425915760 Location: Raipur, Bongaigaon, Jorhat, Silchar, Bhubanswar, Bhilai, Durg Guwahati. 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 Kotak Bank

Role & responsibilities Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Tele-Sales, B2c Outbound Sales , Managing the Contact Center Establish and Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities Managing day to day Sales targets (B2C Sales) Responsible for following agreed governance model, escalation & communication plan To ensure team members achieve agreed standards in relation to their job assignments. To ensure training of new staff on the corporate policy rules to be adhered to To ensure that the buddy system is put in place to maintain the operation with minimal disruption in times of annual leave/sick leave/study leave and daily working hour schedules To monitor and document work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Preferred candidate profile Must Have experienced into B2C Telesales Must Have expereinced into Contact Center Handling Team Size should be 50+ Candidate can join ASAP Perks and benefits Unlimited Incentives Flexi Benefits Medical Insurance How to Apply Interested candidates can share their updated CV at himanshiverma@policybazaar.com or WhatsApp at 9069719390 Along with the following details Total Experience Current CTC Expected CTC Notice Period Team Size Age Reason for Change Current Location

Make outbound calls to ETB (Existing to Bank) and NTB (New to Bank) customers Maintain strong customer relationships and ensure customer satisfaction. Banking Sales products, Secured loans, Unsecured Loans,Credit Cards,Life and General Insurance

Role Definition / Expectation: Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Playing an integral role in new business pitches for our products and holding responsibility for the effective on-boarding of new clients. Make and implement effective direct sales strategies for IT/BFSI/Healthcare/Education Domain. Prepare monthly, quarterly, and annual sales forecasts. Manage to meet/exceed monthly, quarterly, and annual sales forecasts. Proven business analysis and judgment with the ability to proactively manage the business and meet objectives. Partner with the Manager Corporate and Strategic Accounts in the development of key customer relationship management. Negotiate agreements and commercial & legal terms. Establish effective relationships and collaborations with other departments (Marketing, Finance, Customer Service, etc.) to address key business issues and opportunities. Maintain competitive knowledge to formulate and adjust sales strategies. Oversee national sales, promotions, collections, and other activities to achieve sales targets in assigned territory. Identify and contact potential customers for new business opportunities. Prepare sales contracts, proposals, and reports for customers. Participate in sales conferences, industry meetings, and social networks to represent the company s brand. Cross sales, B2B sales for the territory.

Achieve Revenue targets through Sales Has good experience in sales in Industries / Commercial / Corporates and Institutional Segments. Should be able to deliver immediately. Profitability margins- Ensures Healthy margins for the projects as per direction. Understands financial and commercial aspects of Sales. Develop Monthly Sales Forecasts and deliver on the same. Consistency in Sales and New lead generation Branding- Suspect Mapping, prospecting and maintain healthy pipelines for consistent sales performance. Has good eye for establishing sales potential. should have established relations in the above segments. Requirement Analysis and Survey- Capable of doing requirement analysis by doing site survey for Total Security solutions. Communication- Has good command over written and spoken English. Understand importance of documentation and is able to clearly express and communicate desired message / information. Co-ordination and Co-operation- Should be a positive team player. Capable of doing co-ordination and co-operation at all levels and between various factions both internally and externally. Should have maintained good industry relations with vendors and clients. Should be Process oriented and very high level of Integrity.

The incumbent will be responsible for realizing the sales target, customer coordination, making sales presentations, new business development, categorizing prospects in Hot, Cold and Cold prospects and approach them to close the sales. Maintain daily reporting format and escalate that to RSM. Business development of new products and services in the branch. Assist Branch head and VP in maintaining customer relations. Will exercise such powers entrusted by regional leadership to realize his goals.

Achieve Revenue targets through Sales Has good experience in sales in Industries / Commercial / Corporates and Institutional Segments. Should be able to deliver immediately. Profitability margins- Ensures Healthy margins for the projects as per direction. Understands financial and commercial aspects of Sales. Develop Monthly Sales Forecasts and deliver on the same. Consistency in Sales and New lead generation Branding- Suspect Mapping, prospecting and maintain healthy pipelines for consistent sales performance. Has good eye for establishing sales potential. should have established relations in the above segments. Requirement Analysis and Survey- Capable of doing requirement analysis by doing site survey for Total Security solutions. Communication- Has good command over written and spoken English. Understand importance of documentation and is able to clearly express and communicate desired message / information. Co-ordination and Co-operation- Should be a positive team player. Capable of doing co-ordination and co-operation at all levels and between various factions both internally and externally. Should have maintained good industry relations with vendors and clients. Should be Process oriented and very high level of Integrity.

Promote and sell Home Loan and Loan Against Property (LAP) solutions to both salaried and self-employed individuals. Establish and nurture relationships with key partners like builders, DSAs, and property consultants to generate steady business. Required Candidate profile 1. Sourcing to loan disbursement of Home Loan Files. 2. Min. 1-5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 3. DSA and DST both are vacancy available (Individual role).

Playing an integral role in new business pitches for our products and holding responsibility for the effective on-boarding of new clients. Make and implement effective direct sales strategies for IT/BFSI/Healthcare/Education Domain. Prepare monthly, quarterly, and annual sales forecasts. Manage to meet/exceed monthly, quarterly, and annual sales forecasts. Proven business analysis and judgment with the ability to proactively manage the business and meet objectives. Partner with the Manager Corporate and Strategic Accounts in the development of key customer relationship management. Negotiate agreements and commercial & legal terms. Establish effective relationships and collaborations with other departments (Marketing, Finance, Customer Service, etc.) to address key business issues and opportunities. Maintain competitive knowledge to formulate and adjust sales strategies. Oversee national sales, promotions, collections, and other activities to achieve sales targets in assigned territory Identify and contact potential customers for new business opportunities. Prepare sales contracts, proposals, and reports for customers. Participate in sales conferences, industry meetings, and social networks to represent the company s brand. Cross sales, B2B sales for the territory.

Source home loan and loan against property (LAP) leads via open market— DST, brokers, builders, and property advisors Build and manage relationships with connecters and referral partners, and develop your own network Achieve monthly sales targets Required Candidate profile 1 year of 4 years experience in NBFC or banking sectors in home loans, mortgage loans, or LAP, particularly in the DSA channel Knowledge of housing finance products Open Market - Field sales

Role & Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

Role & Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

Role & Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

JD for BM Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. objectivesEnsure clarity of Business objectives among staff JD For PRM Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Job Role & Location- PRM/CARM - Min. 5 years of experience is required BM - Min. 5 years of experience is required PBA/TA - Min. 5 years of experience is required PB Classic - Min. 3 years of experience is required PB Sales - 0 to 5 years of experience is required Teller/WD - 0 to 5 years of experience is required Walk in Interview Date -19th July'25 Day -Saturday Timing - 12 pm to 4 pm Location - Bhavnagar Address Hdfc Bank Ltd., Shanti Height, Vadodariya Park, Hill Drive Road, Dist. Bhavnagar, Gujarat - 364001 Contact : Mr. Sanjay Lalwani Those who are unable to attend during interview can share their resume to sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Openings for SR. Business sales Manager -Team Recruitment, Team Leading & Business Development -Business Development for Shriram Life Insurance candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile - Candidate with min 1 year of Insurance sales experience in Agency channel/Banking channel sales /Financial services Sales can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for SR. Business sales Manager -Team Recruitment, Team Leading & Business Development -Business Development for Aviva Life Insurance candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile - Candidate with min 1 year of Any sales/Insurance sales/Telecom sales/Pharmaceutical sales/Real estate sales/Any industry sales/Any Domain Sales/Banking sales/Financial services Sales can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking can apply Perks and benefits Incentives + allowances +Fast-track promotion

Opening for the role of Branch Manager, Gold Appraiser and Customer Care Executive Job Location: Across Mumbai Qualification- Any Graduate Department: Gold Loan (Sales) Branch Manager - Graduate with minimum 4 years of exp in team handling and financial services like Gold Loan, NBFC and Bank. Gold Appraiser - Graduate with minimum 1 year of experience in sales or Gold valuation Customer Care Executive - Fresher or 1 year experience in customer care/Sales. If interested please share CV on daisy.dalal@iifl.com

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking can apply Perks and benefits Incentives + allowances +Fast-track promotion

Job Opening: Retention & Upselling Advisors Company: Capita Domain: UK Telecom Location: Pune Magarpatta, SWZB-1, SEZ Building (Behind Tower No. 8) Eligibility Criteria: Undergraduate/Graduate Minimum 6 months of experience in Retention & Upselling International voice experience (Telecom domain only) Shift Details: UK Rotational Shifts 2 Rotational Offs Comfortable with Night Shifts Key Responsibilities: Handle customer inquiries via phone Resolve concerns and retain existing customers Upsell telecom products/services Maintain professionalism and empathy in all interactions Skills Required: Excellent communication skills Strong customer handling and persuasion skills Immediate joiners preferred Contact: rahil.shaikh3@capita.com

Openings for Service to sales Channel/Cat/Loyalty channel -S2S Channel/Loyalty channel -Leads/Database will be given by the company -Need to sell Canara HSBC Life Insurance candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Candidate with min 1 year of Life insurance sales experience into S2S Channel/Loyalty channel/Direct Channel/Digital channel/Virtual channel can Apply -Life insurance sales experience is preferable Perks and benefits Incentives + allowances +Fast-track promotion

Greetings from Capita We are hiring advisors for retention and upselling. Criteria: Undergraduate/Graduate with minimum 6 months of Retention & Upselling experience. Shifts: UK rotational with 2 rotational offs (comfortable with night shifts) International voice experience only Handle customer inquiries via phone calls to resolve their concerns and retain the existing customer. Provide accurate information on products/services offered by the company to meet customers' needs. Maintain a high level of professionalism while handling difficult situations with empathy and patience. Need immediate joiners!! Contact: rahil.shaikh3@capita.com Job location- Pune Magarpatta SWZB-1, SEZ bldg, Behind tower no 8, Magarpatta, Pune.