110 Cross Sell Jobs - Page 3

As a team leader, you will be responsible for managing a team of relationship managers and overseeing the development and deepening of relationships with various channels such as Branch, DSA, and Builder. Your primary goal will be to achieve team targets and increase sales volume while ensuring both team and location productivity. Additionally, you will be in charge of managing HNI clients and enhancing relationships with them, as well as promoting cross-selling of CASA and TPP products. To excel in this role, you should possess excellent interpersonal skills and have the ability to effectively manage, motivate, and lead a team. Strong relationship-building skills are essential to succeed in...

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

As a Relationship Manager - Commercial Vehicles, you will be responsible for sourcing new business from the open market, RL branch network, or CA / DSA channel network. Your primary focus will be on sourcing and servicing Working Capital (both Fund Based and Non Fund Based) within the Transport / Logistics segment. This includes products like Cash Credit, Overdraft, WCTL, BG, LC, and BC. Additionally, you will be expected to cross-sell other banking products and services. Your role will also involve sourcing and servicing Working Capital, Inventory Funding, or Trade Advance to automobile dealerships, as well as handling Warehousing Projects Finance and Lease Rent Discounting within the trans...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, s...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

Urgent opening in a leading cement Company Role:- Sales (Officer / Sr Officer) Location:- Kutch/ Panch Mahal, Mehsana, Surat Role & responsibilities Looking for 2-3 Experienced Sales officer Preferred candidate profile Industry- Building material, RCC, Cement, Construction Payroll- Adecco India If Interested, Kindly share your Updated CV on bhoomi.nileshshah@adecco.com

Role & responsibilities A) Client Relationship: Develop a trusted advisor relationship with clients Understand the clients business and upsell and cross-sell services Responsible for delivering exceptional client service on a day-to-day basis Build long-term relationships with new and existing customers Provide trustworthy feedback and after-sales support B) Revenue Generation: Create opportunities for revenue generation through existing and new clients and achieve business targets Follow-up on leads provided by BD Head and convert into business C) Pre-Sales activities and documentation: Make presentations and information documents to educate clients about companys capabilities and achieveme...

This job involves ensuring 100+ Tele-Calling every day and pitching new customers for Gold Loans. You will be responsible for lead generation for cross-selling products at the Branch and ensuring successful conversions. Additionally, you will need to coordinate with different Branch staff and managers for closure of deals. Your role will also include supervising day-to-day operations in the customer service department and responding promptly to customer service issues. It will be essential to create effective customer service procedures, policies, and standards to enhance overall customer satisfaction. As part of the job, you will report to the Chief Relationship Officer (CRO) and work towar...

You will be part of the Corporate and Investment Banking division, where you will be responsible for providing a wide range of commercial banking products and services to corporate customers. Your primary tasks will include supporting Relationship Management teams by preparing and submitting Credit Memos, completing documentation formalities, assisting in client onboarding and KYC reviews, and managing client servicing activities. You will also be responsible for highlighting early warning signs in the portfolio, managing existing client portfolios, and exploring opportunities for cross-selling banking products. Your key responsibilities will involve preparing accurate credit proposals, main...

As a Customer Service Representative at this company, your main responsibilities will include handling walk-in inquiries and providing support to customers at the branch for KYC and documentation upkeep. Additionally, you will be expected to deliver excellent customer service and orientation to all visitors. You will also be involved in in-house cross-selling of various products, limited to the branch premises. This will require you to engage in interest collection calls, provide updates to existing customers, and handle some backend tasks at the branch as needed. Furthermore, part of your role will involve prospecting and identifying new leads, pitching products to clients, and ensuring top...

You will be responsible for CASA Sales targeting HNI Clients with a minimum of 3 years of relevant experience. Your primary roles and responsibilities will include building up CASA value and acquiring new clients. It is crucial to engage effectively with clients to enhance cross-selling opportunities and increase the product holding per customer within your portfolio. You will need to profile all engaged clients and recommend suitable banking products accordingly. In addition, you will be required to achieve the monthly operating plan to enhance scorecard and decile rankings. Collaborating with relationship managers is essential for closing business loans, working capital, POS, CMS, and trad...

Role & responsibilities Agency Channel Campaign Strategy & Execution: Develop and execute sales-boosting cross sell campaigns tailored for the Agency channel, driving agent productivity and premium growth through cross sell in line with monthly and quarterly channel objectives Design data-driven initiatives to enhance new agent productivity, customer retention campaigns through cross sell and explore new cross-sell opportunities Align campaigns with field sales teams, ensuring seamless execution and adoption at branch and agent levels Sales Performance & Growth Initiatives: Work closely with regional and zonal sales heads to drive key performance metrics Identify sales challenges and create ...

providing financial solutions to customers by offering bank products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell Bank products. BROs are expected to process customer transactions and Service requests within a defined turnaround time (TAT) and ensure end-to-end closure. BROs may also be posted as tellers as per the organizations requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, ...

Effectively resolving customer queries or complaints - at the first instance - with excellent customer satisfaction scores and minimum call handling time, Delivering service with requisite courtesy and accuracy, Demonstrating complete onus to customers queries / problems, Adhering to product and process requirements with nil errors, Escalating customer issues to the right internal stakeholders, Ensuring process efficiency and effectiveness, Complying to service and sales guidelines Achieving Call Quality targets and other key performance indicators, Cross-sell / upsell products like loans, mortgages, priority / elite accounts, etc. Qualifications Optimal qualification for success on the job ...

The role holder is responsible for acquisition of new-to-bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. This includes regularly engaging with colleagues in Branch Banking and MSME Associations Office Bearers to meet a minimum of 2 MSME Clients on a daily basis. Additionally, the role holder is responsible for building the Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. Furthermore, the responsibilities include building a Liability Book comprising Current Accounts, Savings Accounts, and Fixed Deposits by offering various Trade and Transaction products such as Cash Management Services, Trade, and Treasury Products. Th...

You will be responsible for expanding the network of educational consultants and partnering with them on behalf of FRR Forex. These consultants will assist students under their guidance in remitting tuition fees and living expenses through FRR Forex. Conducting webinars with our partner educational consultants will be a crucial part of your role. Webinars serve as an effective platform to walk students and parents through the remittance process, focusing on critical areas such as forex rates and necessary documentation. Each successful webinar contributes significantly to building trust in FRR Forex among students and parents. You will provide personalized support to each student throughout ...

As a member of the Corporate and Investment Banking team at DBS, your role will involve providing a full range of commercial banking products and services to corporate customers. This includes managing cash flow, time deposits, trade finance, working capital finance, term loans, and foreign exchange transactions. By maintaining strong relationships with customers in the region, you will play a key role in account management, service differentiation, product development, and adherence to rigorous credit standards. Your primary responsibility will be to support Relationship Management teams by assisting in various activities such as preparing and submitting Credit Memos, completing documentati...

The Corporate and Investment Banking division offers corporate clients a wide range of commercial banking products and services, including cash management, current accounts, time deposits, trade finance, working capital finance, term loans, and foreign exchange. DBS has built enduring relationships with its customers in the region through account relationship management, service differentiation, product innovation, and strict credit standards. As a member of the team supporting Relationship Managers, your responsibilities will include preparing and submitting Credit Memos to CCG, handling documentation formalities in collaboration with clients and CCU, assisting with client onboarding and KY...

As a Business Clients Area Advisor at Deutsche Bank, your main responsibility will be to assist the Head RM in executing successful micro-events for the acquisition of new Corporate Salary Account clients. You will be expected to acquire new accounts from group companies and referrals from existing customers. Additionally, you will play a crucial role in ensuring consistent growth of the Savings portfolio and establishing synergies for maximum penetration of Investment & Insurance sales to new customers. Your key responsibilities will also include building and deepening relationships with clients, ensuring top-class service delivery, monitoring high net worth accounts closely, and working to...