4863 Cross Sales Jobs - Page 34

Handled inbound calls to resolve mutual fund queries and assist with KYC, login issues, and documentation Cross-sell and up-sell mutual fund products and SIP plans to boost revenue Educated clients on new funds and investment benefits Required Candidate profile Location: Belapur Shift: General | 5-Day Work Week Requirement: Graduate Mandatory, Good Communication Skills Eligibility: Graduate Freshers Welcome Salary: 3 LPA Joining: Immediate

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.

Greetings!!!! We are having urgent opening for Financial Sales Consultant for one of the best Financial group Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organization, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy. Designation:- Financial Sales Consultant Locations:- Kolhapur, karad, Nashik, Thane, Goregaon, Ahmedabad, Pune, Satara, Solapur Key Responsibilities: Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals. Customer Onboarding: Assist clients with the ...

Key Responsibilities: Conduct outbound calls to potential leads and prospects to promote company services. Understand customer needs and explain the benefits of our offerings clearly and convincingly. Generate and follow up on leads to schedule meetings or demos for the sales team. Maintain accurate records of interactions, follow-ups, and lead status in the CRM system Collaborate with internal teams to support lead conversion and customer onboarding. Achieve daily and monthly targets related to call volume and lead generation. Handle basic customer queries and escalate complex issues to relevant departments. NON-TARGET BASED PROFILE. Requirements: Excellent communication skills in English. ...

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 Contact Number : 9325460649 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 ba...

Roles and Responsibilities Manage customer relationships through regular communication, ensuring high levels of satisfaction and retention. Identify opportunities for cross-selling and upselling life insurance products to existing customers. Develop strategies to improve persistency rates by reducing policy lapses and increasing renewals. Collaborate with internal teams to resolve customer issues and improve overall service delivery. Analyze market trends and competitor activity to stay ahead in the industry.

Role Overview: The relationship Manager/Senior Relationship Manager is responsible for Understanding customer requirements, meeting service metric guidelines, Retaining the customers, converting prospects and assisting them in finding suitable partners. KEY RESPONSIBILITIES: To Effectively Convince a customer to buy health insurance. Need to understand their unique situation, build trust, and present the benefits in a way that aligns with their needs and concerns. Maintain a good rapport with the customer explain insurance packages clearly and guide them toward a buying decision Managing a set customer portfolio with robust follow up. SKILLS AND COMPETENCIES REQUIRED: Ability to read and int...

,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.sharvari-lokare@kotak.com or call on 9892923348 Location : Agartala, Assam, Amarpur, Mohanpur, Sonamura, Melaghar, Bamutia 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 ...

Hiring, Leading Company AMC/Broking company Job Description: Investment Relationship Manager Sub Department :- Business Development Relationship Manage Position Purpose:- To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Responsibilities Direct Responsibilities:- Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities:- Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & u...

Role & responsibilities The Health Relationship Manager - Sales role is open to candidates from a customer support background who are comfortable with upselling and cross-selling. Conducting outbound calls to prospects and existing customers to promote products/services. 2. Handling customer inquiries via toll-free, giving prompt answers to customer questions. 3. Provide knowledgeable help to customers and go the extra mile in providing the correct details to customer queries. Preferred candidate profile Good communication skills in English and Hindi both verbal and written.

Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations Job Role: To develop sourcing channels for generating leads of Gold loans Business Planning & development ie Tie-up with Dealers, DSAs & Brokers to generate leads for Gold loansWork 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

Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations: 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 maintai...

Leading Financial Company Hiring Senior Manager (Cross Sell) Contact Center PUNE Interested please connect MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Senior Manager Grade Pune location Business loan or LAP or HL or PL knowledge is must Communication skill must Leadership quality should be confident. This role will be team handling of 60 tele callers and 3 managers.

,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.sharvari-lokare@kotak.com or call on 9892923348 Location : Hyderabad, Nizamabad, Adilabad, Bangalore, Chennai 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 custo...

For more information Call OR WhatsApp 78029 37970 To recruit good quality prospective insurance advisors and ensure that they are acquiring licensing to achieve the sales target of the company. Motivating the advisors to achieve the sales target Perks and benefits pf + incentives + Performance Bonus + insurance

Roles and Responsibilities Acquisition of Demat / Trading account from open market and leads. Achieving monthly targets. Achieving minimum margin amount target. Conduct lead generation activities for sales penetration. Meeting clients and pitching cross sales & wealth products. Wealth products include Life insurance,General insurance & fixed deposits, Mutual Funds etc Generate Equity Business and maintain strong client relationship Good Negotiation Skills Skills Required Good Communication - Verbal & Non-Verbal Leadership Self Motivated Qualification Graduate fresher Experience 1-6 years

- Responsible for team handling - handling team of BO & RO/RM - 3+ yrs of exp -Noida & Delhi branches are hiring Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile / NTB Acquisition. * Customer orientation. * High energy levels with a motive to succeed.

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 along with PAN card number on " kli.shreya-chavan@kotak.com " or WhatsApp directly on 8879755056 Location : Mumbai; Nagpur; Pune; Goa; Nashik; Gujarat. 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...

Role & Responsibilities Position: Relationship Manager (Field Sales Executive) Company: Policy Bazaar Location: Tamil Nadu Chennai,Kanchipuram, Vellore Industry: Insurance Eligibility Criteria - Must own a two-wheeler with a valid driving license -Proficient in Tamil ,English ( Mandatory) - Minimum 1 year of field sales experience - Strong communication skills & willingness for fieldwork (Mandatory) - Prior experience in insurance sales is a plus - Immediate joiners preferred Key Responsibilities 1. Client Visits Meet prospective customers to promote and sell insurance products 2. Lead Generation Identify leads via cold calling, field activity, and referrals 3. Product Demonstration Clearly ...

Job Role: Customer Service Executive / Cross Sales Executive (Axis Banking Process) Location: Dombivli, Thane Shift Timing: Rotational Shifts between 8:00 AM to 8:00 PM (Any 9-hour shift) Week Off: 1 Rotational Weekly Off Salary: 16,000 In-hand + Unlimited Incentives Job Description: We are hiring for the Customer Service and Cross Sales Process at Axis Bank. This role is ideal for candidates who are enthusiastic, customer-focused, and looking to build a career in the banking sector. Eligibility Criteria: Minimum qualification: HSC (12th Pass) Freshers can apply Ongoing students or candidates pursuing college are not eligible Age criteria: 18 to 30 years Travel Boundaries: Candidates must re...

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 or call on 9326238780 Location: Andheri, Thane, Navi Mumbai, Nagpur, Pune, Goa, Nashik, Ahmedabad, Rajkot, Surat, Bharuch, Baroda, Vapi, Jamnagar, Bhuj 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, ...

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 or call on 9326238780 Location: Andheri, Thane, Navi Mumbai, Nagpur, Pune, Goa, Nashik, Ahmedabad, Rajkot, Surat, Bharuch, Baroda, Vapi, Jamnagar, Bhuj 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, ...

Icici prudential life insurance for multiple channels We require candidate from any sales min one year experience any sales Age max -30 Graduation must Share cv orange.chd.nidhi@gmail.com 7018514644

Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Note:- - Any graduate - Need at-least 1 year of sales experience - Age must be 21-40

• Prospect and acquire clients. • Assess client needs and recommend insurance solutions. • Process applications and provide ongoing support. • Stay informed about industry trends. • Meet or exceed sales targets. Required Candidate profile Need : 1 year + experience in any BFSI sector. Age : between 21 to 32 Good Communication Skills Graduation must be required For more information Call OR WhatsApp: 73830 81652 HR Krisha Perks and benefits Incentives + PF + Promotions + Insurances