2217 Cross Sales Jobs - Page 2

To develop sourcing channels for generating leads of Gold loans. Business Planning & development i.e. Tie-up with Dealers, DSAs & Brokers to generate leads for Gold loans Work closely with branch channel to drive Gold loans. Maintaining the Profitability of Business, Achievement of the Business Targets. Implement sales promotional activities as per bank norms, ensuring increment of sales in terms of volume and value. To ensure the availability and awareness of our product in every potential area of the market. Conduct retail activities to increase brand visibility and increase customer contact points

Grade-E0/M1 Role- Gold Loan Relationship Manager : Ensure Gold Loan targets of the branch are met month on month Ready to move in market and generate Gold loan leads Smooth Process of Gold loan is done at the branch Make sure they maintain good relations at branch level BM / BOM / RM / RO and Service staff Should always be market and Competition savvy 100% maintaining compliance of processing Gold Loan Maintenance of Gold loan Registers at branch level To identify new assayers for the branch Maintain 3 assayers for each branch Proper documentation of Gold loan and see that it has FPT (First Pass) Authorization To maintain Zero NPA of the branch TAT to be maintained while processing the Gold loan or Closure of Gold loan Closure documents to be sent to CPC Chennai within HO specified period . Make sure Weighing machine balance & Assayer agreements are renewed on time. JOB REQUIREMENT Graduation is must Good communication skills Should have good convincing skills

Grade-E0/M1 Role- Gold Loan Relationship Manager : Ensure Gold Loan targets of the branch are met month on month Ready to move in market and generate Gold loan leads Smooth Process of Gold loan is done at the branch Make sure they maintain good relations at branch level BM / BOM / RM / RO and Service staff Should always be market and Competition savvy 100% maintaining compliance of processing Gold Loan Maintenance of Gold loan Registers at branch level To identify new assayers for the branch Maintain 3 assayers for each branch Proper documentation of Gold loan and see that it has FPT (First Pass) Authorization To maintain Zero NPA of the branch TAT to be maintained while processing the Gold loan or Closure of Gold loan Closure documents to be sent to CPC Chennai within HO specified period . Make sure Weighing machine balance & Assayer agreements are renewed on time. JOB REQUIREMENT Graduation is must Good communication skills Should have good convincing skills

Grade-E0/M1 Role- Gold Loan Relationship Manager : Ensure Gold Loan targets of the branch are met month on month Ready to move in market and generate Gold loan leads Smooth Process of Gold loan is done at the branch Make sure they maintain good relations at branch level BM / BOM / RM / RO and Service staff Should always be market and Competition savvy 100% maintaining compliance of processing Gold Loan Maintenance of Gold loan Registers at branch level To identify new assayers for the branch Maintain 3 assayers for each branch Proper documentation of Gold loan and see that it has FPT (First Pass) Authorization To maintain Zero NPA of the branch TAT to be maintained while processing the Gold loan or Closure of Gold loan Closure documents to be sent to CPC Chennai within HO specified period . Make sure Weighing machine balance & Assayer agreements are renewed on time. JOB REQUIREMENT Graduation is must Good communication skills Should have good convincing skills

Grade-E0/M1 Role- Gold Loan Relationship Manager : Ensure Gold Loan targets of the branch are met month on month Ready to move in market and generate Gold loan leads Smooth Process of Gold loan is done at the branch Make sure they maintain good relations at branch level BM / BOM / RM / RO and Service staff Should always be market and Competition savvy 100% maintaining compliance of processing Gold Loan Maintenance of Gold loan Registers at branch level To identify new assayers for the branch Maintain 3 assayers for each branch Proper documentation of Gold loan and see that it has FPT (First Pass) Authorization To maintain Zero NPA of the branch TAT to be maintained while processing the Gold loan or Closure of Gold loan Closure documents to be sent to CPC Chennai within HO specified period . Make sure Weighing machine balance & Assayer agreements are renewed on time. JOB REQUIREMENT Graduation is must Good communication skills Should have good convincing skills

The position of Banker-Customer Experience in Retail Banking at the Branch Banking department involves providing exceptional customer service to establish strong relationships with customers and promote efficient and cost-effective customer engagement. The primary objective is to become the preferred banking partner for customers by focusing on client engagement, customer service, operations, liability build-up, cross-sales, and compliance with regulatory requirements. Responsibilities include daily interaction with customers to build up Current Accounts (CA), Savings Accounts (SA), and Term Deposits (TD), as well as promoting Asset and Wealth products. The role requires meeting business targets, providing tailored product solutions based on customer needs, maximizing product penetration, generating additional business from existing customers, and ensuring quick resolution of customer queries and complaints. It also involves strict adherence to banking regulations such as Anti Money Laundering (AML), Know Your Customer (KYC), and Data & Information security policies. Furthermore, the role entails assisting in the closure of audit report observations. In addition to the primary responsibilities, the Banker-Customer Experience should perform audits to ensure compliance with internal and external regulations and guidelines while delivering top-notch customer service to enhance customer loyalty. Key success metrics for this role include achieving CA/SA/TD build-up, increasing the share of customer wallet, meeting product cross-sell targets, and fulfilling performance scorecard requirements. Qualifications required for this role include a graduate degree in any discipline, while a post-graduate degree such as an MBA is preferred. Applicants should have 1-4 years of relevant experience in banking or allied businesses within the BFSI industry, particularly in the functional area of Retail Liabilities.,

JM Financial Services Voice Sales (BlinkX Demat Process) Location: Andheri East (100 openings each) Shift: 9 AM 7 PM | 6 Days Working (Sat & Sun compulsory) Salary: 17K-25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Fluent in English + Hindi HSC/Graduate | Age 2030 Immediate joiners only Stock market knowledge preferred Training: 3 Days | How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri :7796426785

• Managing Sales of Home loan, Mortgage, Lap Loan • Sourcing business through open market • Can apply for RO/RM/SM/DSA Manager- Individual • Self lead generate and achieve the target Required Candidate profile Must have 6 month of experience in Home Loan / Mortgage Loan / Lap / Cross Sell DSA and DST both are vacancy available (Individual role) It Is a Field Sale not a back office work

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

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives Achieve of monthly targets of new client revenue Finding and developing new markets Being a strong link between the Sales and the Dealing team to ensure client. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives Achieve of monthly targets of new client revenue Finding and developing new markets Being a strong link between the Sales and the Dealing team to ensure client. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Get business from market and local agents (DSA/DST) Use your local area knowledge to grow sales Home Loan experience is a big plus Self-sourcing and channel management role Required Candidate profile 1. Min 6 months + experience in Home Loan/LAP/Mortgage sales 2.Open for travelling 3.Excellent communication skills 4.Fresher can not Apply Note:- This is a field job and not a backend job

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 Mansi MOB :99091 29471 Call & WhatsApp Required Candidate profile Good communication skill Must have minimum 3 month to5 years experience in Housing loan / LAP / Mortgage Loans sales CANDIDATE AGE 21 TO 50 Must have a Two-Wheeler with a Valid Driving License

Get business from market and local agents (DSA/DST) Use your local area knowledge to grow sales Home Loan experience is a big plus Self-sourcing and channel management role Required Candidate profile 1.Should have minimum 6 months of experience in sales (Home loan/ Mortgage Loan / Lap / Cross Sell) 2.Open for travelling 3.Candidate must have good communication skills 4.Fresher can not Apply

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

Dear Candidate, Mega Walk in - Banking Industry @ Guwahati Opening for various dept under Relationship officer in Partners Payroll Salary up to 22 K for sales experienced candidates Unlimited income opportunity Career Progression program for the top performers under direct payroll of bank Opportunity to visit international trips through various sales contest program Best incentive scheme in the industry Interview Schedule @ Guwahati Location : Guwahati, Silchar , Karimganj , Badarpur , Jorhat etc. Walk in Dates : 18.07.2025 (Friday) Time : 10:30 AM - 03:00 PM Dress Code : Formals Address: House No 656, 3rd Floor, G.S. Road Bhangagarh, Guwahati Assam, Above Bata Showroom| Landmark IndusInd Bank | Pin 781005 | Department: Home Loan/ Personal Loan/Gold Loan / Farmer Funding / MAB etc. Minimum Experience: 0 years to 7 years Salary: 16.5K to 22K + Incentive Extra Interested candidates can come directly along with updated resume, Aadhar & PAN copy .

Job Responsibilities 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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Siddhesh Bhor Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 7738474256

Generate leads through direct marketing, field visits, and relationship management. Meet prospective customers and explain HDFC's home loan products. Achieve monthly sales targets for home loans and related financial products. Managing Sales of HL 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) 2.Open for travelling 3.Candidate must have good communication skills

Self-source business via open market channels (DST/DSA) Acquire clients for Home Loan & LAP Build and maintain strong client relationships Achieve sales targets via fieldwork Required Candidate profile Min 6 months + experience in Home Loan/LAP/Mortgage sales Ready to travel for fieldwork Excellent communication skills Freshers not eligible

Client Calling Daily Prospects Generation Appointment Generation Demo Arrangements Coordination Compliance Catalogue/Company Presentation Quotation/Cost Sheet/PI Demo Request Sample Request Problem Cases Resolution Role Product Marketing

Portfolio Management – regularly contacting and meeting portfolio client generation and closure CA in a month Cross sell – Lead generation/basic enquiry liaising with Branch Manager product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business Required Candidate profile CMinimum Graduate with minimum 50% Preferred MBA + IRDA qualified 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

Job Responsibilities 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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Siddhesh Bhor Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 7738474256

Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Were looking for a highly skilled and motivated Business Manager to join our dynamic team. The ideal candidate will be responsible for overseeing daily operations, driving business growth, and ensuring efficiency and effectiveness across various departments. This role requires a strategic thinker with strong leadership abilities and a proven track record in business management. Lead and manage a team of 20-30 members, ensuring high performance and alignment with business goals. Strategically plan, forecast, and achieve fortnightly and monthly client retention targets across the assigned client portfolio. Build and nurture strong, professional relationships with clients to drive long-term engagement. Hire, train, and retain team members by formulating development plans and addressing their training needs. Ensure swift and effective resolution of client issues to maintain satisfaction and loyalty. Support the field sales team in meeting revenue and retention targets through structured follow-ups and timely deal closures. Conduct 23 in-person client meetings daily to strengthen relationships and drive business outcomes. Key Skills: Proficient in applying effective sales techniques to drive conversions and business growth. Strong problem-solving and quick decision-making abilities in dynamic situations. Excellent verbal communication paired with active listening for impactful client interactions. Strategic vision and foresight to identify and create new customer opportunities. Skilled in team management with strong interpersonal and leadership capabilities. Solid understanding of client segmentation, data analysis, and report management for informed decision-making.