4863 Cross Sales Jobs - Page 46

Interested Candidate can share there resume on Email - Kli.anjali-patel@kotak.com Or Whatsapp - 8700415283 . Job Description : 1. New Business proposal form processing. 2. Primary underwriting. 3. Customer Service. 4. Renewal Calling 5. Stale Cheque Closure. 6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit. 7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets. 8. Driving conversion of new business by me...

Job Role: Customer Relationship Officer. Employment Type: Permanent Location: Respective Branches Level: Executive/AM/DM Reporting: Branch Manager Role: The position is responsible for providing high quality service and query resolution to the customers of the bank, proactively and convert service opportunity into a sales opportunity. The position shall ensure that all services and operations are carried out within stipulated norms and regulations so that the customers can avail services through multiple channels saving them time and effort and giving them proper service and ensuring repeat business. Key Responsibilities: • Ensure that customer information is communicated to the respective c...

Job Title : Financial Counselor Inside Sales (On-Roll Position) Location : Bangalore & Chennai Company : [Company Name Leading Medical Loans & Micro-Insurance Provider] Vacancies : 30 Job Type : Full-time | On-Roll Job Summary : We are seeking dynamic and goal-oriented Financial Counselors with strong experience in direct/face-to-face sales to join our growing team. In this role, you will counsel customers about our financial products, including medical loans and micro-insurance plans , and assist them in making informed decisions. Key Responsibilities : Engage with walk-in or referred customers and explain product offerings effectively Conduct detailed financial needs assessments and recomm...

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: South Delhi, North Delhi, East Delhi, West 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 ...

Role & responsibilities Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per score...

Exciting Career Opportunity at Kotak Life as Relationship Manager We are hiring passionate professionals to join our CAB Channel as Relationship Manager. If you are interested in sales and want to earn good incentives along with career growth, then share you resume on kli.shreya-chavan@kotak.com or share your CV's on 8879755056. Earn salary up to 4 Lacs. What Were Looking For: Experience: Minimum 1 year of BFSI/Life Insurance Sales experience. Why Join Kotak Life? Be a part of one of India's leading Life Insurance companies. Earn attractive incentives. Thrive in a dynamic and supportive work environment. Unlock opportunities for growth, recognition, and rewards. JOB DESCRIPTION for Corporate...

Hiring for Frazer Town, Mysore, Marathahalli, HSR layout, Sanjay Nagar, Gulbarga, Belgaum, Bellary, Hyderabad, Davangere, Hosur, AMRUTHAHALLI, Guntur, Bijapur, Hoskote, Hubli, Dharwad ,Indiranagar, HINKAL, MYSORE HASSAN, Mahalakshmi Layout, Banashankari, Jeevanbhema Nagar, Vijaywada, Tirupati. Role & responsibilities Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Customer Service Face to face interview Two Wheeler i...

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

Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 8169642494 Yogesh Required Candidate profile Answer inbound calls and assist customers with their Queries/Request/Complains. Explaining the customers product features & benefits. Ensuring all compliance Achieving weekly, monthly, quality target

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.

The job requires you to focus on growing distribution and market share in the assigned rural area of operations. You will be accountable for visibility through extensive QR and Sound box deployment and product sales. It is essential to identify and recruit a sales team (FSE) to drive business in the market effectively. Your role will involve coaching and mentoring the team, as well as quickly grasping and applying new ideas and concepts. You will be responsible for planning the market size, span, and geographies for the field sales executives. Effective communication of plans and targets to the team is crucial to minimize the expectations versus delivery gap. Monitoring quality parameters as...

Candidate must be a Graduate Freshers also can apply BFSI Sales experience is mandatory Home Loan / Insurance sales experience is preferred Bike is Must Comfortable to Go outside Open to Travel Candidates Can Call @HR Sapna 6392067414 & WhatsApp

BFSI Sales experience is mandatory of 6 month Home Loan / Insurance sales experience is preferred Bike is Must Comfortable for Field for client meetings. Candidates Can Call @HR Manish 7827195125 & WhatsApp Resume.

BFSI Sales experience is mandatory of 6 month Home Loan / Insurance sales experience is preferred Bike is Must Comfortable for Field for client meetings. Candidates Can Call @HR Mansi 8595586162 & WhatsApp Resume.

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing Roles and Responsibilities: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Requirements: 1. Minimum Graduation 2. Should have a sound understanding / knowledge of capital markets. 3. Should be result-oriented, self-starter, proactive, good communication skills. 4. Should be certified in Equity Derivative Certificate (NI...

Urgent Vacancy Banca channel Designation:- Relationship Manager Exp :- Min 1-3 Year exp In , Health Insurance, General Insurance, Life insurance Banca sales, Any Insurance sales Ctc;- 3.5Lpa+TA+Incentive Contact :- Hr. 9325687615 Required Candidate profile life insurance, banking sales, banca sales, casa sales, health insurance , general insurance, any insurance sales

Role Name / Designation / Role Unit Sales Manager- Bancassurance Home Band VA/B Business Group Retail Vertical Banc Home Location Stakeholder Management Channel Partners, Sales Team, Underwriting Team, Claims, IT Team, Operations Team Role Objective Drive business through ICICI bank branches assigned and generate sales through cross selling of products Conducting weekly visits to assigned ICICI bank branches Conducting training programs for the branch staff, particularly private banking RMs to facilitate the cross selling of general insurance products Implementation of sales strategy, revenue generation and achieving targets Handling retention of existing and new customers Responsible for ob...

Dear Candidate, Greetings From "APEX SERVICES" Role- HNI Dealer CTC- upto- 6 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: Advising Super HNI clients on Equity, Derivatives, currency Individually handling clients Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls Kindly reply with an updated CV on apex.ujjw...

Job Title Life 360 Sales Executive Location: Gurgaon (Work from office) Reports To Team Leader Job Overview You will be a part of Life 360, which is set up to cross-sell health insurance amongst our network of Insurance agents, and acts as an advisory team to boost sales of Life Insurance and help policy issuance. Responsibilities and Duties Using our Dialler to connect with InsuranceDekhos internal insurance agents to pitch Health Insurance and generate customer leads. Pitching the right Health insurance plan to the customer, making quotations and converting the lead by adequate follow-ups. Understanding the issues faced by the agents due to which they are not doing Health insurance and hel...

Role & Responsibilities: 1. Sales Strategy: Develop and implement sales strategies and action plans to drive business growth across the assigned channels. Analyse market trends, competition, and customer needs to identify opportunities for product enhancements and market expansion. 2. Lead Generation: Collaborate with the sales team to generate leads for life, health, and general insurance products through various channels, such as referrals, cold calling, networking, and online platforms. Monitor lead quality and provide guidance on effective lead conversion techniques. 3. Customer Relationship Management: Work closely with the sales and advisory teams of Insurance channel to foster strong ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto- 6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can also call on 6394266681.

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation Customer Profiling Activation of inactive clients Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. Cross selling other products Client Interaction Regular Meetings with clients for maintaining relations References from existing clients to acquire new clients Proper confirmations of trades to clients on daily basis. NISM 8 certification is mandatory Graduate / Post graduate with minimu...

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Revenue Generation Customer Profiling Activation of inactive clients Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. Cross selling other products Client Interaction Regular Meetings with clients for maintaining relations References from existing clients to acquire new clients Proper confirmations of trades to clients on daily basis. NISM 8 certification is mandatory Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply...

Position Title- Relationship Officers/ Relationship Managers Vertical- Retail Assets Business- Home Loans/ Loan Against Property Department- Sales Required Candidate profile Qualification- Preferably a Graduate Functional Competencies- Selling Skills, Negotiation Skills, Communication Skills Perks and benefits Industry Best Incentive, Monthly Conveyance

Position Title- Relationship Officers/ Relationship Managers Vertical- Retail Assets Business- Home Loans/ Loan Against Property Department- Sales Required Candidate profile Qualification- Preferably a Graduate Functional Competencies- Selling Skills, Negotiation Skills, Communication Skills Perks and benefits Industry Best Incentive, Monthly Conveyance