2218 Cross Sales Jobs - Page 12

Candidate needs to be comfortable with field sales Candidate needs to have a two-wheeler Candidates with BFSI experience will be preferred Interested candidates can Call/Whatsapp HR Varun- 9310054306

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. Candidate passed 2022/2023/2024 can also apply. ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************

Conduct market research to identify potential customer & business opportunities Reach out to prospects via email phone calls to generate lead Set up meeting & appointment for sales representative Track & report on lead generation & conversion metrics Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory Sr.HR Neha 8488981861 neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Role:- Relationship Manager/ Sr.Relationship Manager Job location:- Bhopal, Vashi, Pune, Mumbai, Nashik, Kolhapur, Nagpur Education: Graduation/ Post Graduate or MBA from a reputed University / Institute Function: Agency Channel Eligibility: 2 - 3 years of relevant experience Main Priorities: Building an active team of Advisers through quality recruitment Sales call planning Analysis of territory opportunities, strategies for effective territory coverage, customer research, identifying, prospecting and classifying customer on the basis of socio economic and cultural factors, dealing with diverse customer profiles. Achieving sales targets as per budget. Development of professional Standards in the adviser team by regularly training them on product and sales processes Coordinate, monitor and review the sales efforts of the advisor team. Distribution of responsibility pertaining to the clients & prospective clients between advisers Comprehensive knowledge of the company's and competitors products Market feedback Key Responsibilities Key Outputs: Meeting the Sales targets for the team/ Branch Development of a high performing Adviser team with low attrition rates Knowledge and Skill development of Advisers Number of active members in the team Team size and Licensing of Advisers Relationships: Internal: Branch Manager Branch Operations Coordinator Adviser team HR Sales Training Other Branch Team members External: Prospective customers Policy holders Service Providers, as and when required Decision Making Authority: The role-holder would have day to day responsibility of driving business through team of Advisers Competencies: Team Leading and Management Capability To set clear targets and provide appropriate feedback to advisers on progress leading to development of motivated and dedicated team of Advisers. Work closely with the advisers, colleagues and internal resources to deliver value and be a key influence in what will be a fast-growing team environment. Initiative & Innovation Is proactive, depending on business needs manages things and situations independently, does not require follow up. Thinks outside the box and always strives to look at things in new ways. Planning & Organising Maintains effective information relating to advisers and team performance. Is systematic in his/ her approach to work and does and ensures things are done right on time, the first time. Ability to perform under stress Can adhere to timelines without compromising on quality of work. Maintains high energy levels and a positive outlook over long period. Persistent in challenging conditions. Business awareness Has good up to date knowledge of Aviva & competitor products. Pays attention to detail without losing sight of the bigger picture. Qualifications & Key Skills MBA with 0-3 Yrs experience. Have the ability to manage and lead a team of advisors to deliver targets across whole product range within agreed timelines Excellent selling skills Skills in leadership, interpersonal communication, good presentation & liaising skills and problem-solving capability. Aptitude for financial numbers Coaching and developing skills Should be very good in verbal & written communication. Should be comfortable in tech & application usage. Local candidates will be given additional points. Preference: Immediate joiner Why Aviva Dynamic and collaborative team in a supportive and innovative work environment. Opportunities for professional growth and development. Competitive compensation and benefits package. Be a part of shaping the future of insurance in Uttarakhand” Insurance for all by 2047”. Wikipedia link: - https://en.wikipedia.org/wiki/Aviva Aviva Fortune 500 Company: - https://fortune.com/company/aviva/global500/ Website: - https://www.avivaindia.com/ HR Spoc LinkedIn: - https://www.linkedin.com/in/aryan-raj-76247175/ Head office: - Aviva India (HO), 401A, 4th Floor, Dlf Cyber Park, Phase II, Block A, Sector 20, Gurugram, Haryana 122002

Post : Relationship Manager • Manage Insurance sales goal achievement through • Recruiting Team members • Training and developing Team on commission basis • Promote & motivate Team Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance / NBFC / CASA • Age : 22 to 38 YRS Contact : 9904195437 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Relationship Manager • Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience. • Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance / NBFC / CASA • Age : 22 to 32 YRS Contact : 9904195437 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

Hiring for Conneqt Business Solutions! Client: Unity Small Finance Bank Location: Turbhe, Navi Mumbai Role: Virtual Relationship Manager (VRM) Requirements: Min. 1 year experience in Sales/VRM (Banking/BPO/BFSI) Graduate Strong communication (Versant Level 5) Interview Rounds: HR Ops (F2F) Aptitude Test Client Interview (F2F) Interested can reach out on below mentioned number (HR Dhanashri:7796426785)

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 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 Securities

Role & responsibilities Contacting prospective customers via call to introduce our insurance products and services. Engaging leads in meaningful conversations to understand their insurance needs and preferences. Educating customers on the features, benefits, and coverage options of our insurance policies. Effectively overcoming objections and addressing concerns to close sales. • Following up with leads who have expressed interest but have not yet made a purchase. Meeting or exceeding weekly and monthly sales targets. Providing exceptional customer service to build and maintain positive relationships with clients. Building relationship with channel partner. About the channel Welcome to our revolutionary virtual bancassurance channel, where the future of insurance meets cutting-edge technology! Imagine a platform where traditional banking and insurance services seamlessly merge into a dynamic, user-friendly virtual space. Join us on the forefront of innovation and experience the future of bancassurance today! Essential conditions Age: 21 38 years Education: Graduation in any stream Minimum Sales Experience: 4 to 6 years Pref with BFSI/Contact Centre selling financial products. Excellent English Communication Skilll Mobile: +91-7828948411 Email id: kritikav@hdfclife.com

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.krunali-kini@kotak.com or call on 9975341093 Location: Bangalore, Hyderabad, Ahmedabad, Surat, East Delhi, South Delhi, Central Delhi, Mumbai 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 Securities.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Candidate needs to have BFSI Experience Candidates with Life Insurance Experience will be preferred Candidate needs to have decent communication skills Interested candidates can Call/Whatsapp HR Varun- 9310054306

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Greetings from Capita We are hiring for Executive Customer Support. Criteria: Undergraduate/Graduate with minimum 6 months of Retention & Upselling experience. Shifts: UK rotational with 2 rotational offs (comfortable with night shifts) Handle customer inquiries via phone calls to resolve their concerns and provide excellent customer service. 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. Contact: shruti.sakharkar@capita.com - 9833078560 Job location - CAPITA - B-1. SEZ bldg, Behind Tower no. 8, Magarpatta, Pune, India

Role: Phone Banking Officer / CCE Process: Inbound Voice Location: Thane/Noida Key Responsibilities: Handle inbound customer calls (accounts, cards, loans, net banking,) Provide first-call resolution & excellent service May involve cross-selling Required Candidate profile Graduate Freshers welcome | BPO/Banking exp. a plus Good spoken English Basic computer skills Customer-first attitude, patience, problem-solving Age limit-30 yrs Call 9022157571 Khyati www.hyfly.in

Home Loan Sales Officer - Promote and sell home loan products - Generate leads (field visits, referrals, online inquiries) - Assist clients through the complete loan application process - Achieve monthly sales targets Call/WhatsApp 9592809025 Required Candidate profile Experience in home loan or mortgage sales preferred Self-motivated and target-driven 12th pass can apply Salary + attractive incentives Training and onboarding support Career growth opportunities

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 sharvari-lokare@kotak.com or Whatsapp on 9892923348 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.

Job Purpose: Drive sales of Birla estates properties by directly interacting with prospective customers and managing relationship with brokers/channel partners 1. Work with the channel partners in creating an eco-system for sales enablement to achieve the targeted sales Train the Channel Partner teams using the designed training module Ensure all requisite sales support material is available Provide all support for creating marketing campaigns 2. Explore the market for creation of new cross / upcountry territory channel partners, explore potential Reach out to new channel partners for cross sales Prepare video presentations on the project and take the prospective clients through the same 3. Service the channel partners to deliver on the agreed delivery standards Generate PoS for the Channel Partner Validate the CP invoices for Brokerage payment Follow-up with the accounts team for timely release of brokerages 4. Ideate and execute lead generation activities to generate leads Execute the lead generation activities as per plan Generate new ideas for lead generation, discuss with the Chanel & cross sales head and execute the same 5. Pitch the projects and provide all sales related assistance to the customers for closure of leads Recommend schemes & offers in consultation with the site team Do the 1st level pitch to the client Coordinate with the region for site visit 6. Do timely & quality sales reporting & prepare MIS to adhere to the internal guidelines on the same To prepare & submit the daily / weekly / monthly MIS as per established practice Do a monthly analysis of the competitor activities in the respective geographies Do a lead loss analysis and share the insights with the Sales Head

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis 7374848545- Neelam

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

Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

Maintain relationships with clients and provide excellent after-sales service. Generate leads through market research, references, and cold calls. Report daily field activities to the sales manager. Required Candidate profile Minimum 2 years’ experience in field sales, insurance, or banking sector. Must graduate Strong communication and negotiation skills. Immediate joiners

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.krunali-kini@kotak.com or call on 9975341093 Location: Bangalore, Hyderabad, Surat, East Delhi, South Delhi, Central Delhi 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 Securities.