14499 Cross Selling Jobs

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services.Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.Build and grow CASA book size by onboarding quality custom...

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

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...

Location - West,Central and Harbour Line Experience - 2 yrs and above To attend customers and solving their queries. Demat Desk and its activities at Branch Level, Fixed Deposit Desk and its activities at Branch Level - TDS, Activities related to ATM. Gold Loan Desk and its activities at Branch Level, Focus on opening New Customer accounts viz - Savings, Current, Fixed Deposit, Demat. Focus on cross selling of third party product viz Insurance, Mutual Fund, Mediclaim, Reporting and Attending to the Queries of Corporate Office. Active participation in organizing campaign in the vicinity for product visibility.

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...

Inside sales executive - Bangalore (Work from office) Work from office Healthcare industry Budget upto 7 lpa

Supervise and support a team of sales associates. Monitor daily sales activities and ensure team meets targets.Train and motivate sales team members to improve performance. Handle customer queries and resolve issues effectively. Required Candidate profile Graduate / Post Graduate Min 3 years of exp in Banking, Insurance or BFSI Field Sales Strong communication and negotiation skill Good local market knowledge and customer network Jay : 6353131340 Perks and benefits Fix Salary+ Incentives+ Bonus

Roles and Responsibilities : Develop new business opportunities through cross-selling, upselling, and renewals to drive revenue growth. Identify and pursue new clients for IT services and consulting solutions to expand the company's customer base. Manage existing client relationships to ensure high levels of satisfaction and retention through effective communication, issue resolution, and proactive account management. Collaborate with internal teams to develop strategies for retaining existing clients while also acquiring new ones. Job Requirements : 1-6 years of experience in B2B sales or corporate sales with a focus on IT services or consulting industry. Proven track record of success in g...

Role & responsibilities - Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Promoting Digital Banking services for a superior customer service experience. Ensure portfolio quality of relationship while racing considering eligibility. Meet the defined objectives of the Portfolio managed by the respective VRM Ensure accurate and timely submission of financial transactions & requests. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. Ensure timely submission of Customer base review / reports as requested by Central...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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. Technical & Behavioural Competenci...

SUMMARY Job Title: Service advisor Roles and Responsibilities Key Responsibilities Customer Interaction & Service Booking Greet customers and schedule service appointments. Understand customer concerns and vehicle issues. Explain service requirements, repair options, and costs. Job Card Preparation & Coordination Prepare accurate job cards/work orders. Communicate repair/maintenance needs to workshop technicians. Ensure correct allocation of jobs to mechanics. Advising & Upselling Recommend additional services or preventive maintenance. Upsell value-added services, accessories, and extended warranties. Workshop Communication Act as a bridge between the customer and workshop team. Track job p...

SUMMARY Job Title: Service advisor Roles and Responsibilities Key Responsibilities Customer Interaction & Service Booking Greet customers and schedule service appointments. Understand customer concerns and vehicle issues. Explain service requirements, repair options, and costs. Job Card Preparation & Coordination Prepare accurate job cards/work orders. Communicate repair/maintenance needs to workshop technicians. Ensure correct allocation of jobs to mechanics. Advising & Upselling Recommend additional services or preventive maintenance. Upsell value-added services, accessories, and extended warranties. Workshop Communication Act as a bridge between the customer and workshop team. Track job p...

iimjobs.com is an exclusive online recruitment platform for middle and senior management positions in India. With over one million registered professionals, iimjobs.com focuses on providing premium job opportunities and an enhanced job seeking experience. We work with more than 1,00,000 recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT and Operations, BPO and legal to help them recruit great managerial talent. The objective of the role is to enhance our existing client base for our Key Accounts through effective client engagement and client advocacy. Job Description: Key Accounts’ Engagement : Cultivate and nurture strong relationships with multiple sta...

To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and banking products to individuals and business owners Increasing the Liability book and Investment AUM portfolio size Required Candidate profile Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager

Key Responsibilities: 1. Acquiring new accounts (Current and Savings) from branch catchment area. 2. Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. 3. Participate in corporate induction and migration events around the catchment area 4. Build strong relationships with internal teams to leverage existing relationships from SME 5. Conduct low-cost micro marketing activities around catchment areas for lead generations

Designation: Relationship Manager Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Job Purpose:To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company.Key Responsibilities: To direct sell to the customers via appointments. To ensure that leads/ appointments allocated by the call center are attended and revenue is generated To ensure Self Sourcing Targets are achieved To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis If your I...

Urgent opening in Chennai for position of - Mutual fund advisor - equity dealer - Branch Manager CTC for MF advisor- 2.5 lakhs to 4 lakhs annually CTC for Branch manager 4 to 6.5 annually Required Candidate profile Work from office, for experienced NISM optional We also have openings in Bangalore contact 9869504403 or qrn.anitha@gmail.com. No fresher Responsibility-Mutual fund advisor sales and equity dealer

Teleperformance is hiring for multiple processes (AXIS Bank Process). Work Mode: Work from Office only Eligibility: Graduates only Experience: Both Fresher and Experienced candidates are welcome Interview Location: Godrej Waterside Building, Tower 2, 4th Floor, College More, Sector V, Kolkata Salary: 15,000 20,000 CTC Fixed Off: Sunday Shift Timing: 9:30 AM – 6:30 PM (Fixed Shift) Languages Required: Hindi, Bengali, and English (average communication skills) HR Contact: Beauti – 7797936068 If you’re interested, please report to the office tomorrow between 10:30 AM and 4:00

We have openings in ICICI prudential life insurance Agency channel noida & Karkardooma We require experience in sales ,agency channel ,life insurance Max max-33 Ctc max 5.35lpa+30k reminsument Share cv 7018514644 orange.chd.nidhi@gmail.com

Designation: Relationship Manager Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Job Purpose: To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company. Key Responsibilities: To direct sell to the customers via appointments. To ensure that leads/ appointments allocated by the call center are attended and revenue is generated To ensure Self Sourcing Targets are achieved To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis If your...

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Salem, Pondicheery, Idukki Industry : Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 years of field sales experience in banking or Insurance sales Strong communication and networking skills Only Male Candidates Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs a...

Job Purpose : To ensure quality of customer service, gold collateral / asset quality & Process adherence, there by achieving growth the objectives of the organization. ( 1.Customer service - TAT for servicing a client, 2. Client retention to reduce attrition) Functional Responsibilities : To conduct valuation and verification of gold ornaments with respect to weight, purity & Detect spurious, low purity gold and frauds to mitigate the risk. Ensure that proper KYC and other prescribed documentation process is followed before and after the disbursement of loan Adhere the Policy, Process & other guidelines of the bank. Improve the existing process to overcome the probable risk. Maintaining the ...