10649 Cross Selling Jobs

- Guide clients in equity investments - Provide research-based stock recommendations - Manage client portfolios effectively - Ensure superior client servicing & retention - Stay updated on market trends & regulatory changes Required Candidate profile - Graduated in Finance/Commerce - Salary up to 5.50 LPA + Incentives - 1–4 years of experience in equity advisory/stock broking - Strong knowledge of equity & investment More Info :: 84888 33693

Job description: 1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification is mandatory. Interested candidates can share there CV to gorre.tharani@motilaloswal.com. You can walk in directly to corporate office. RKJSM Square, 4th floor, Reliance Digital, Near Central, Punjagutta, Hyderabad 500082

Gold Appraiser (GA) Roles and Responsibilities: Assess and evaluate the purity and weight of gold ornaments/jewelry for pledging. Provide accurate valuation as per company guidelines and current market rates. Maintain proper documentation and system entries for appraised items. Handle pledged gold securely and ensure proper storage in the branch vault. Assist in loan processing and ensure compliance with internal policies. Support in gold auctions, loan closure, and coordination with credit operations. Promote and sell health insurance and business loans to interested customers. Achieve monthly cross-sell targets alongside core appraisal duties. Contribute to overall branch performance and c...

Job description: 1. To reach out to allotted branches/POS as per the route plan. 2. Responsible for Activating and upscaling the POS/Br . 3. Follow and submit the daily weekly and monthly MIS. 4. To have absolute product and sales process knowledge proficiency. 5.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year To have minimum daily 3 client meetings 1 branch visit and assigned branches To ensure Minimum 12 first Trade for the month. Interested candidates can share there CV to gorre.tharani@motilaloswal.com. You can walk in directly to corporate office. RKJSM Square, 4th floor, Reliance D...

Minimum of 2 years of experience in selling Networking and Datacentre products of HPE, DELL, NUTANIX, Aruba, Juniper, Cisco and others to Govt & Corporate customers respectively. In depth knowledge of Networking products (Server, Storage, backup, HCI, Switching, Routing, WIFI, SD-WAN, Conf solutions, IOT, Passive NW etc) Role Description Experience in selling to Corporate, Govt and Regional customers respectively Deliver results in Hunting and Farming accounts (New acquisitions and Account Management) Should possess knowledge in acquiring new clients through various channels Should perform any other relevant roles and responsibilities as and when assigned by customer Present Value Point port...

We are seeking an experienced and dynamic Account Manager to drive businessdevelopment and revenue growth in Microsoft Cloud offerings, including Azureand Office 365. The ideal candidate will focus on the enterprise segment,building long-term customer relationships and maximizing regional revenue. Key Responsibilities: Develop and execute business development strategies in a B2B enterprise environment. Drive revenue growth for Microsoft Cloud offerings (Azure and Office 365) within the region. Identify and capitalize on opportunities within client organizations by understanding their IT needs. Build and maintain strong customer relationships to enhance goodwill and foster trust. Propose cust...

We are seeking an experienced and dynamic Account Manager to drive businessdevelopment and revenue growth in Microsoft Cloud offerings, including Azureand Office 365. The ideal candidate will focus on the enterprise segment,building long-term customer relationships and maximizing regional revenue. Key Responsibilities: Develop and execute business development strategies in a B2B enterprise environment. Drive revenue growth for Microsoft Cloud offerings (Azure and Office 365) within the region. Identify and capitalize on opportunities within client organizations by understanding their IT needs. Build and maintain strong customer relationships to enhance goodwill and foster trust. Propose cust...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Job description Bancassurance Team Handling Vacancies available in Life Insurance co at Hyderabad Job description: Drive business with the help of a Team in bancassurance channel. Team Handling experience is mandatory. Must have 4-5 yrs experience in bancassurance channel and good career record in insurance industry. Team handling experience in bancassurance/Direct/alternate are also acceptable. Should have good track record and stability Prefer only from insurance background. No need to send other resumes.

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Telecaller Outbound – Renewal (offroll) Working: Monday – Saturday , 9:30 to 6:30 Can look for Undergraduate, Freshers / Experience Looking for South Indian languages speaking candidates Training will be provided, Salary 18k-22k + incentives

Positions : Relationship Manager & Key Account Manager Location : Kochi/Kozhikode/Kodungallur Job Role : To acquire new clients through leads and family accounts grouping To grow the liability base (CASA,FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability ...

Job Title: Branch Customer Success Manager CTC: Upto 5.75lpa (SHOULD HAVE EXPERIENCE IN HL/LAP PRODUCT WITH CROSS SELLING OTHER PRODUCTS ALSO OPEN MARKET SALES (DIRECT SALES) Regards HR Apurva 9589141030

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.devika-dikshit@kotak.com " or 9833936084 Location : Ahmedabad 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 f...

Primary Responsibilities: • Contacting potential or existing customers to inform them about various Insurance Products and Achieving the monthly targets • Ensure diversification of portfolio into health products for the location they are managing. • Asking questions to understand customer requirements and close sales. • Direct prospects to the field sales team when needed. • Go the extra mile to meet the sales quota and facilitate future sales. • Keeping up to date on all products and informing customers of new products. • Handle grievances to preserve the company's reputation. • Coordinate with team to ensure month on month activation of agents as per targets set. • Manage individual target...

Job Summary: We are looking for a Customer Relation Executive who will be responsible for managing customer interactions, addressing queries, resolving concerns, and ensuring a high level of customer satisfaction. The role requires strong communication skills, problem-solving ability, and a customer-first approach. Key Responsibilities: Handle customer inquiries via phone, email, chat, or in person. Build and maintain strong relationships with customers to enhance loyalty. Resolve customer complaints promptly and effectively, ensuring customer satisfaction. Provide accurate information about products, services, and policies. Coordinate with internal departments to address customer needs. Mai...

To Bulild relationships with Independent Financial Advisors (IFAs), driving sales and achieving targets. Key responsibilities include: building strong partnerships, providing product knowledge, and developing strategies to maximize business growth. Required Candidate profile Proven track record of developin strong relationships with IFA, achieving sales targets, & providing expert financial advice. Skilled in portfolio management, investment planning & wealth management.

Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 6 months - 3 Years of sales experience (BFSI/field sales preferred). Freshers are also welcomed who are interested for sales. Strong communication & interpersonal skills. Target-driven with ability to wor...

Call on 9558941997(HR) Generate leads through direct marketing, field visits, and relationship management. Meet prospective customers and explain loan products. Achieve monthly sales targets for home loans and related financial products. Required Candidate profile Experience: 1+ years in any sales experience (BFSI) and any sales telecom Ready to travel for fieldwork Graduation Must Excellent communication skills

Role: Inside Sales Specialist Location: Ghatkopar, Mumbai Working hours: 11 AM - 8 PM Salary Structure: Fixed CTC + Monthly Unlimited Incentives Working days: 6 days working (1 day rotational weekoff) Role overview: We are seeking to onboard an enthusiastic & dedicated Sales Executive to help convert prospects to closed customers, achieve stretch sales targets, and help us capture increasing market share in our markets. The mission for the role: To talk to warm/hot prospects, persuasively pitch the product, represent the brand, and handle objections & negotiations while maintaining a high closing ratio. Responsibilities: Efficiently carry out 20-25 high quality & high effort sales calls dail...

Minimum 8+ years experience in SAP SD Configurations. Experience in SD Module - Implementation/Roll-out/AMO Preferred Exposure in large-scale system development Exposure in working with Global Template documents Exposure in designing application interfaces SAP SD /OTC configuration experience in implementation and support projects Well versed with the business process of the projects he has worked on. Expertise with the integration aspects of SAP-SD module with other functional modules FI, MM, PS, PM, WM and PP. Having good skills in analyzing, documenting & designing, technical and functional specs of the processes. Technical Expertise in SAP SD 1 . Strong in OTC business process 2 . Contra...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Job Description Role & responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules & Regulations. 3. Ability to advise the clients. 4. Cross selling of MF. Preferred candidate profile A. Good spoken and written communication B. listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills. ************************************************************************************************************************ Interested candidate can share the CV to priyanka.r@sbicapsec.com. ****************************************************************************************...

About Role:- ROLES & RESPONSIBILITIES Drive overall sales revenue of the company under the leadership of Regional Head along with strategizing future growth and stronger market penetration. Work on respective States sales funnel and support front line sales team in account closures Acquire and maintain relationships with new customers with a focus on decision makers & influencers. Accountable for high-level external/internal client management. Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products. Keeping track of competitor activities and products and developing a ...

Job Description: As part of the Client Servicing team, you will be the champion helping IndiaMART achieve its vision of empowering businesses across India. In this role, you have the opportunity to develop and nurture strong relationships with our clients, assisting them on their path to success by understanding their business needs and recommending tailored solutions to facilitate their growth. In this role as an individual contributor, you will take charge of achieving monthly client retention and renewal targets, providing you with an excellent opportunity to demonstrate your skills and make a meaningful impact in the company's success. Key Accountabilities: Conduct daily 4-5 in-person cl...