74 Cross Sell Jobs - Page 3

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! Objectives of this role : 1. Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manager. 2. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. 3. Meet and exceed bank services standards greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols. 4. Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt and supporting management as needed. Responsibilities: 1. Handle transactions for customers, including check cashing, deposits, withdrawal's, transfer's, loan payments, cashier, checks, and opening and closing of accounts. 2. Identify customer needs, provide information on new products and services and direct customers to branch representatives as needed. 3. Track, record, report and store transactional information and special requests. 4. Provide a high level of customer services. Required skills and qualifications: 1. Any graduate with prior cash handling experience. 2.Excellent communication , customer - service, and time- management skills. 3. Strong dedication to accuracy and efficiency 4. Age below 30 5. Must to have banking experience with customer service and operation knowledge Location: Aundh Branch, Baner Pune Branch, Bavdhan Branch, Bhandarkar Branch, Kothrud Branch, Main Baner Road Branch, Pimple Nilakh Branch, Pimple Saudagar Branch, Senpati Bapat Road Branch Please note both the profiles require you to be flexible with Sales and Operations and relevant candidates will be considered. Hence individuals looking for exclusively operations role may not attend the interview. Venue Details : Contact Person : Yogesh More Time : 10.30 am to 4 pm Date : 19 July 2025 Location : Suyog Platinum Tower - Third floor IndusInd bank zonal office, off Mangaldas Rd, above to BMW showroom, bund Garden, Sangamvadi, Pune, Maharashtra 411001. Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Regards, Team HR IndusInd Bank

You will be responsible for undertaking the acquisition of Quality CASA (Current Account & Saving Account) and revenue products such as Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products. It is essential to maintain good relationships with customers by conducting regular interactions and addressing any queries promptly. Your focus should be on ensuring quality by complying with KYC and all operational risk parameters, as well as adhering to the bank's policies and processes. Timely escalation of issues impacting the business and providing appropriate solutions is crucial. Additionally, you must prioritize the safety and security of both the Bank and customer's assets. You will be expected to submit MIS reports to relevant stakeholders in a timely manner. Setting performance goals in collaboration with your reporting manager at the beginning of the year and ensuring their monitoring and achievement throughout the year is vital. Take ownership of your learning agenda by identifying development needs with the reporting manager and working towards bridging gaps through various means. Understanding and displaying the competencies relevant to your role, as well as staying updated on professional/industry developments and current issues through continued education and professional networks, is essential. You must also follow risk policies and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as per the departmental manager's instructions. Lastly, execute the established internal control systems and compile relevant information for departmental audits when necessary.,

You should have a minimum of 3 years of experience in Auto Loans and a minimum qualification of Any Graduate. As a Relationship Manager at the grade of Deputy Manager/Manager, your responsibilities will include driving Retail Assets sales, focusing on Auto Loan and Personal Loan products. Your main objective will be to achieve the monthly sales target of the Branch according to the budget. In this role, you will need to educate Branch Resource activation on Retail Assets Products, generate leads by contacting potential customers over the telephone, address inquiries on loans from walk-in customers, and conduct marketing activities to ensure good lead conversions. You will be expected to meet targets on number, disbursal, and volume, and possess the ability to explain complex product information in a simple and clear manner. Additionally, you will be required to conduct regular strong follow-ups on leads, logins, and disbursement, as well as generate fresh ideas to increase Asset Cross-Sell on the existing CASA Database. Collaboration with the credit team, OPS team, and RCU for timely sanction, disbursal, and maintaining daily MIS will be essential for success in this role.,

As a part of Piramal Retail Finance's vision to be a Tech-First NBFC and embed credit as a micro service across customer journeys, the organization delivers 100% digital loan journeys for various customer needs through diverse partners using an in-house developed tech stack. The Embedded Finance business at Piramal is a dynamic and well-funded fintech environment where Jira is a foundational tool for Agile sprints. The Embedded Finance business is currently seeking an experienced Product Owner (PO) to drive Cross Sell and Upsell of multiple product propositions through digital fulfillment to the existing customer base acquired via partnerships. This role offers an exciting opportunity to contribute to the growth of the business and leverage expertise in digital lending. Key Responsibilities: - Demonstrate a strong understanding of the Digital lending business and customer profitability. - Develop and implement strategies for cross-selling and upselling products to the existing customer base through seamless digital journeys. - Utilize deep analytical skills to work with large sets of data and identify opportunities for enhancing customer value proposition. - Collaborate with stakeholders to build and launch innovative products tailored to customer needs. - Prior experience in the cards business or line/limit-based products will be advantageous. - Maintain strong verbal and written communication skills for effective relationship and stakeholder management. - Embrace an Agile and collaborative approach towards working to drive continuous improvement and innovation in product offerings. Join Piramal's Embedded Finance team to be a part of an exciting journey in shaping the future of digital lending and customer-centric financial services.,

Job Description - POSITION SUMMARY Job Title Virtual Service Manager Reports To Team Leader/Manager Function To manage and enhance customer relationships and service delivery for Current Account and Savings Account holders through various channels, ensuring satisfaction, retention and compliance with banking standards. Current Grade Assistant Manager Contact Centre Location Mumbai JOB PURPOSE Handling Affluent base customers mapped in the portfolio (Map Book) Responsibility Areas - Overall Job Description: Know your customer and business model Co-ordinate with internal departments to resolve the customer issues promptly. To ensure personalized service & end-to-end resolution is offered to Clients. Generate revenue by cross sell of products and engaging customer. Educate client on using the account and ask him to fund account and maintain AMB Promote registration and usage of Net Banking / Mobile App service Educate Client about Fixed Deposit ROI and book FDs Check with client on requirement for upgrade on Debit card Ensure compliance with contact centre and regulatory guidelines and internal service quality standards. Calling objectives may vary as per the business requirement PREFERRED SKILL SET Educational / Professional Qualification Bachelors degree in Banking and Finance or related field Strong understanding of CASA products, Fixed Excellent in verbal and non-verbal communication skill Problem solving and analytical skills Technical Knowledge Proficiency in MS Excel, Power Point and Word Work Experience (in yrs) NA Forward Your CV on the mentioned mail id. (tanvi.kitlekar@indusind.com)

Role & responsibilities Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Insurance Sales (Health/Motor/Life) Establish & Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities To monitor and document the work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Ensure that all audit-related issues are brought to a close Identify and drive continuous improvements and initiatives in process Coach & mentor Team lead so that they are able to manage their teams better To ensure that all internal customer queries are followed up on a timely basis Collaborate with internal teams. To be the Key contact for all problems and queries with specific business assigned. Take on special projects as per business need Action-Oriented, Integrity and Trust, Perseverance Command Skills, Problem Solving, Drive for results, Standing along and Directing Others Managing & measuring work Ability to handle sales pressure Excellent verbal and written communications skills Strong external and management reporting skills ISMS Responsibilities: Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads; Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective; Ensure the safeguarding of information in their possession; Accepts responsibilities for the operation and protection of information assets; and Perform the work as delegated by the by the Function Head Desired Skills and Experience- Must have experience into managing a telesales team of 10-15 people Must have onpapers experience as a TL Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Insurance (Health/Motor) Sales Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to lead employees on their team to performance of the Performance Criteria Demonstrated language fluency in English, Gujarati What do we offer? Endless growth opportunities GMC- Group medical coverage Gratuity is paid as per applicable law which is over and above total offered CTC Preferred candidate profile Candidate must have experience into managing a sales team of 10-15 people Candidate must be fluent in Gujarati Candidate must have strong team management skills Candidate must have strong knowledge of Attrition and shrinkage Interested candidates can share their updated resume at Kirtichauhan@policybazaar.com or can reach out/ whatsapp the resume at 9643560151

Role & responsibilities Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Insurance Sales (Health/Motor/Life) Establish & Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities To monitor and document the work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Ensure that all audit-related issues are brought to a close Identify and drive continuous improvements and initiatives in process Coach & mentor Team lead so that they are able to manage their teams better To ensure that all internal customer queries are followed up on a timely basis Collaborate with internal teams. To be the Key contact for all problems and queries with specific business assigned. Take on special projects as per business need Action-Oriented, Integrity and Trust, Perseverance Command Skills, Problem Solving, Drive for results, Standing along and Directing Others Managing & measuring work Ability to handle sales pressure Excellent verbal and written communications skills Strong external and management reporting skills ISMS Responsibilities: Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads; Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective; Ensure the safeguarding of information in their possession; Accepts responsibilities for the operation and protection of information assets; and Perform the work as delegated by the by the Function Head Desired Skills and Experience- Must have experience into managing a telesales team of 10-15 people Must have onpapers experience as a TL Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Insurance (Health/Motor) Sales Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to lead employees on their team to performance of the Performance Criteria Demonstrated language fluency in English, Malayalam What do we offer? Endless growth opportunities GMC- Group medical coverage Gratuity is paid as per applicable law which is over and above total offered CTC Interested candidates can share their updated resume at Kirtichauhan@policybazaar.com or can share their updated resume at 9643560151

As a potential candidate for this role, you will be responsible for CASA and liability acquisition by effectively cross-selling and servicing customers. Your main focus will be on acquiring new customers for current and savings accounts while also promoting various liability products. This role requires a proactive approach in building relationships with customers to understand their financial needs and offer suitable products and services. Strong communication and interpersonal skills will be essential in order to provide excellent customer service and achieve sales targets. Your ability to identify opportunities for cross-selling and upselling will contribute towards the overall growth of the business.,

Job Purpose : Assist Cross-Sell Credit in achieving superior portfolio quality through a range of initiatives Description : PL Eligibility Base preparation (SQL) Portfolio Risk segmentation through Decision Trees and other ML (Python) PL Portfolio quality improvement through specific Credit Actions Process Quality (end-to-end customer journey) documentation, deviations tracking, change implementation PL Portfolio review and MIS Functional Competencies : Strong Analytics background (Tableau dashboards, ML modeling) Very Strong with data tools: XL, SQL, python Good understanding of lending, credit risk Exposure to MIS, performance tracking Willingness to learn

Role & responsibilities Managing Cross sell business through a small team at few specific dealer counters in the assigned area or region Managing a small team of sales officers Identify business opportunities and prepare proposals for acquisition of new POS (POINTOF SALES). Responsible for dealer account reconciliation and data. Managing sales numbers and target accomplishments for the assigned dealerships. Handle dealer requirements and complaints and co-ordinate with the support teams to resolve complaints. Execute sales promotion plans & activities. Ensuring SO productivity. Tracking and reporting competitor activities. Evolve local market specific selling strategies. Keeping a track of delinquent customer Preferred candidate profile Graduate 2-3 yrs experience in cross sell is a pre-requisite. Strong selling and communication skill. Strong team player. Strong analytical and problem solving skills. Adequate level of Self Drive/Enthusiasm

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! Objectives of this role : 1. Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manager. 2. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. 3. Meet and exceed bank services standards greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols. 4. Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt and supporting management as needed. Responsibilities: 1. Handle transactions for customers, including check cashing, deposits, withdrawal's, transfer's, loan payments, cashier, checks, and opening and closing of accounts. 2. Identify customer needs, provide information on new products and services and direct customers to branch representatives as needed. 3. Track, record, report and store transactional information and special requests. 4. Provide a high level of customer services. Required skills and qualifications: 1. Any graduate with prior cash handling experience. 2.Excellent communication , customer - service, and time- management skills. 3. Strong dedication to accuracy and efficiency 4. Aged below 30 5. Must to have banking experience with customer service and operation knowledge Please note both the profiles require you to be flexible with Sales and Operations and relevant candidates will be considered. Hence individuals looking for exclusively operations role may not attend the interview. Venue Details : Contact Person : Yogesh Awale Time : 10.30 am to 4.30 pm Date : 21st Jun' 2025 Location : Aurangabad IndusInd Bank Limited, Ground Floor, Sai Square, Osmanpura Circle, Station Road, Aurangabad- 431 001. Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Regards, Team HR IndusInd Bank

Providing complete information about the product to the customer. Solving all product or service related issues of the customers. Preparing the Customer Service Guidelines Keeping a Record of the Customers Salary up to 35000/- Call @ Nancy 7470918234

About Info Edge: InfoEdges mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the internet and other platforms. Through our continuous investment across various businesses, especially in cutting-edge technology, machine learning and artificial intelligence (AI), we have built a robust system that constantly increases our predictive powers on customer behaviour, and optimizes and improves our systems. Our various teams tirelessly work together to solve problems, innovate, and create something to empower our customers. At Info Edge, people are our core competitive advantage and we will continue doing all that is needed to attract and retain the best available talent. Business: 99Acres 99acres.com is India’s leading real estate classified portal (Launched in 2005), is the fastest growing business. Given the fact that real estate was the largest category for advertisements in the print media the potential for online real estate classifieds as a business is immense. Today, with a traffic share of more than 50%, 99acres is the clear leader amongst six major players. Job Description: Selling online property advertisements / branding solutions to clients by assessing their business Requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. Managing portfolio of existing accounts with multiple business unit. Achieving sales targets through focus on existing clients in the assigned territory. Making proposals and presentations to clients with a precise display of their visibility when placed in the online space. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals. Building and managing strong relationships with clients and helping product with continuous feedback. Other Details: This is a Field Sales role Candidate should be comfortable travelling

Core Competencies (Mandatory) New Sales - Must have previous experience in selling SaaS based solutions to the clients in Retail/FMCG Sector- Experience in managing Analytics & AI based services. - Core competencies should include presentation skills, pitching SaaS based solution to senior managers and Proposal Development/Writing.- Identifying client requirement and ability to match client need with suitable product offering. - The candidates will be required to manage the complete Sales process including presales skills, lead generation, cost & pricing preparation, negotiation, closure and deal management. Client Relationship Management & Business Growth: The salesperson will be required to onboard and manage customer delivery for the first 6- months and ensure complete customer satisfaction. Key competencies should include:- Customer Delivery Management, - Account Management, tracking case/business inflow, Pipeline creation, Renewal of expiring customer contracts to ensure business continuity, Upsell & Cross-sell Sales Management: - A must to ensure productivity and reporting. These skills will include: - Regular Account Review - Reporting via CRM Tools - Sales pipeline management, sales forecasting & sales projection - Managing Service Level Agreement- Delivery accuracy gaps, Market Analysis and Commercial/Competitive Analysis.The right candidate will be required to work towards meeting the assigned revenue growth targets and must have a proven track record of achieving revenue goals in past roles. Required Skill set: - Self-driven and goal oriented. - Leading a Team: Must have team handling experience and should be able to mentor and motivate the sales team to meet the desired sales targets.- Experienced in handling the communication with Senior management at the client side.- Stakeholder management skills- Proven ability to negotiate- Experienced in implementation of business development strategies- Conflict resolution - You will be responsible for boosting win rates and delivering thorough reporting both within and outside of the CRM systemYou will thrive in our organization if you are a collaborative team player, driven and enthusiastic, with a passion for exceeding expectations and achieving remarkable progress.

Job description for Customer Success Manager Zwayam Hire The Customer Success team of Zwayam is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Zwayam’s customers. You will have responsibility for partnering with a set number of assigned accounts, maintaining a continual focus on the customer’s business goals to improve their overall technical and operational health and realize the maximum value out of their investment on Zwayam. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication and extensive knowledge of the Zwayam Hire® platform to ensure optimum leverage for the business requirements through usage of Zwayam’s key features. The CSM is would strive to become the go-to person for the customer for any event, process and optimization related to the Talent Acquisition function for their organization. As a Customer Success executive, your role is focused on managing relationships with our newly onboarded clients. You will also be responsible for ongoing care and growth opportunities. The role will require an Customer Success Executive with exceptional project management skills. You will be expected to feed into the continuous improvement of our process, products, and service to Partnerships and Clients as we scale. You will work closely and cross-functionally with all teams across the business including sales, data insights, compliance, and engineering. Educate customers on how existing and new product features/functionality will contribute to the growth of their business. Be the Voice of the Customer & a Product and Company advocate at the same time. Handle and respond to customer queries and requests. Develop an intimate understanding of your customers’ business. Enlighten our customers with insights gleaned from their own data and industry trends. Ensure customers get maximum value from Zwayam by leveraging full platform functionality. Liaison between your customers and the internal Zwayam team. Interact with clients to understand their specifications. Create and educate customers on best practices. Empathy towards the customer. Role: 5+ years of experience in Customer Success or Customer Service in a SaaS company Understanding of recruitment processes and experience in recruitment domain is an absolute must. Excellent organizational skills and ability to juggle multiple projects at any given time. Great problem-solving skills, taking a consultative approach to find the best solution. Excellent verbal & written communication skills. You can explain complex issues in simple terms and adapt your tone for different users. Comfortable giving presentations to groups of any size. Comfortable in Microsoft tools like excel and PowerPoint. Knowledge of SQL, Rest API, JSON, XML, Programming Languages are an added advantage. Impact Expected: You would be an expert in the Zwayam Hire® platform features & functionalities. You would be a consultant for the customer for any integration capabilities of Zwayam with other tools/ platforms in the Talent Acquisition space. You would own the renewal & expansion for a set of customer. You would secure referrals and advocacy collaterals from your customers. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.

Job Purpose : Assist Cross-Sell Credit in achieving superior portfolio quality through a range of initiatives Description : PL Eligibility Base preparation (SQL) Portfolio Risk segmentation through Decision Trees and other ML (Python) PL Portfolio quality improvement through specific Credit Actions Process Quality (end-to-end customer journey) documentation, deviations tracking, change implementation PL Portfolio review and MIS Functional Competencies : Strong Analytics background (Tableau dashboards, ML modeling) Very Strong with data tools: XL, SQL, python Good understanding of lending, credit risk Exposure to MIS, performance tracking Willingness to learn

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! Objectives of this role : 1. Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manager. 2. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. 3. Meet and exceed bank services standards greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols. 4. Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt and supporting management as needed. Responsibilities: 1. Handle transactions for customers, including check cashing, deposits, withdrawal's, transfer's, loan payments, cashier, checks, and opening and closing of accounts. 2. Identify customer needs, provide information on new products and services and direct customers to branch representatives as needed. 3. Track, record, report and store transactional information and special requests. 4. Provide a high level of customer services. Required skills and qualifications: 1. Any graduate with prior cash handling experience. 2.Excellent communication , customer - service, and time- management skills. 3. Strong dedication to accuracy and efficiency 4. Aged below 30 5. Must to have banking experience with customer service and operation knowledge Please note both the profiles require you to be flexible with Sales and Operations and relevant candidates will be considered. Hence individuals looking for exclusively operations role may not attend the interview. Venue Details : Contact Person : Sourabh Sandeep Time : 10.30 am to 4.30 pm Date : 17th May' 2025 Location : Across Pune Regional Office, IndusInd Bank Limited : 3rd Flr, Suyog Platinum, Naylor Road, Next to Hotel Conrad, Pune 411 001 . Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Regards, Team HR IndusInd Bank

Job Purpose: This role will be responsible to lead the design and execution of credit strategies for cross-sell personal loan programs. The role requires a strong background in retail credit risk, data-based decisioning, and exposure to NBFC or fintech ecosystems where digital origination and alternate data play a key role. The role requires to completely own the Cross-Sell personal loan programs and take continuous actions to improve Portfolio Quality. Key Responsibilities: Own and drive credit policy design for cross-sell personal loan programs, targeting existing customer bases from internal or partner channels Analyze customer behavior, repayment history, and alternate data to develop segmentation and eligibility strategies Define and continuously refine scorecard-based or rules-based underwriting logic to balance risk and growth Collaborate with Product, Analytics, and Tech teams to embed policies into digital journeys and decisioning engines Monitor portfolio performance metrics approval rate, delinquency, roll rates, loss rates across different cohorts and channels Work closely with credit bureaus and data providers to leverage external insights for better underwriting Ensure policy compliance with regulatory guidelines and internal governance standards. Conduct regular risk reviews and present findings to management and credit committees Job Requirements: Postgraduate in Finance, Economics, Statistics, or related field. Professional Certifications FRM / CFA is desirable 8-12 years of experience in credit policy or risk management, preferably in NBFCs, FinTechs, or digital lending platforms. Have 3+ years of people / stakeholder management experience Experience in cross-sell or pre-approved loan programs is highly desirable. Exposure to digital lending platforms, API-based underwriting and rule engines. Experience with co-lending models or embedded finance Strong knowledge of unsecured lending products, especially personal loans. Hands-on experience with credit policy formulation, scorecard management, and risk-based pricing. Familiarity with bureau data (CIBIL, Experian, CRIF), alternate data sources, and credit decisioning tools. Analytical mindset with proficiency in tools like Excel, SQL, Python, or SAS. Ability to work in fast-paced environments with cross-functional collaboration. Strong Analytical, Interpersonal and Convincing skills Exceptional written and verbal communication skills

Job Purpose: This role is responsible for generating revenue through building and maintaining healthy business relations with existing customers, ensuring maximum customer satisfaction by achieving delivery & quality norms. Key Responsibilities: Plan, coordinate, and manage multiple programs and initiatives across channels, ensuring alignment with strategic goals. Use data and analytics to assess program performance, identify trends, and drive continuous improvement. Develop and maintain dashboards, KPIs, and reports to monitor program health and communicate progress to Management. Identify risks and issues proactively, and implement mitigation plans to keep programs on track. Optimize resource allocation, timelines, and processes to improve delivery efficiency. Responsible for design & deployment of Contest, Campaign, Rewards & Recognition payout / incentives schemes Liaison with all Stakeholders Credit, Risk, Finance, Marketing, Sales, Customer Experience and Operations teams in strategic as well as operational matters Execute projects across initiatives like customers experience, process improvement, vendor empanelment etc Monitoring performance of team members to ensure efficiency and meeting of individual & group targets Job Requirements: Graduation/ MBA 8 - 12 Years experience in Banking / Financial Services Drive and initiative, strong commitment, ability to take ownership High level of integrity, professionalism and attention to detail Exp in handling various channels Strong Analytical, Interpersonal and Convincing skills Exceptional written and verbal communication skills

Role & responsibilities Will be responsible to manage a team of 60-70 people along with TL's reporting to the same Will be responsible to manage hardcore telesales process Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Insurance Sales (Health/Motor/Life) Establish & Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities To monitor and document the work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Ensure that all audit-related issues are brought to a close Identify and drive continuous improvements and initiatives in process Coach & mentor Team lead so that they are able to manage their teams better To ensure that all internal customer queries are followed up on a timely basis Collaborate with internal teams. To be the Key contact for all problems and queries with specific business assigned. Desired Skills and Experience- Must have experience into managing a telesales team of 50-60 people Must have onpapers experience as a AM Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Insurance (Health/Motor) Sales Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to lead employees on their team to performance of the Performance Criteria Demonstrated language fluency in English and Hindi Interested candidates can share their updated resume at Kirtichauhan@policybazaar.com

Hi, 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

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

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 - 9917283370 mail id - aanchal@avaniconsulting.com

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 tactical interventions to improve agent engagement and business outcomes Track and optimize campaigns based on business targets, agent productivity, and revenue impact Stakeholder & Field Engagement: Partner with agency sales teams, training, and product teams to drive frontline enablement and campaign effectiveness Engage with branch leadership to execute localized sales strategies and ensure field participation in campaigns Ensure alignment with digital, IT, and analytics teams for smooth execution of tech-enabled campaigns Process Optimization & Campaign Automation: Leverage CRM, sales enablement tools, and automation platforms to optimize campaign execution Create structured SOPs to streamline campaign rollout and tracking mechanisms Implement best practices for agent engagement, incentive campaigns, and digital adoption Preferred candidate profile 7-12 years in life insurance, with strong exposure to Agency sales, sales strategy and frontline campaign execution Key Skills Agency Channel Expertise: Deep understanding of agent activation, retention and sales performance levers through cross sell Sales & Business Acumen: Ability to drive revenue growth through targeted interventions and strategic execution Campaign Planning & Execution: Proven track record in executing high-impact, data-driven campaigns at field level Stakeholder Management: Strong collaboration with frontline sales, marketing, product, and training teams Tech & Digital Savvy: Exposure to CRM tools, campaign automation, and data-driven decision-making Qualifications: - Graduate / MBA Location: Independent role based in Head Office. Requires travelling to various branches across the country