10649 Cross Selling Jobs - Page 14

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales services to clients.

As an Elite Relationship Manager in the Retail Liabilities department, you will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your key responsibilities will include: - Ensuring high levels of customer service orientation and application of bank policy - Cross selling existing bank products to customers - Informing customers of new products or product enhancements to further expand the banking relationship - Planning and conducting special sales initiatives and events for prospective and existing clients - Coordinating with other group companies to provide seamless access to other products - Maintaining co...

Role Overview: You will be responsible for achieving consumer durable and similar products new car finance volume and other cross sell products targets by managing various relationships assigned to you. This includes authorized dealers of various types, which may include Large format stores. You will recruit and train a sales team for sourcing business dealer counters and also develop a team of DST to achieve the business and cross-sell goals of both individual and team. Additionally, you will be involved in increasing distribution, identifying gaps and growth opportunities, as well as generating revenue through cross-selling company products. Your role will also include identifying and deve...

Customer Growth | Retention & Revenue Expansion Where customer success meets scale SaaS Labs is reinventing how businesses talk to their customers, AI powered, multilingual, and real time Our products like JustCall unify conversations across channels, surface insights instantly, and transform how global teams sell, support and scale 24/7 across time zones, and without friction, As a Growth Specialist Retention, you will help build our Scaled Customer Success team focused on engaging, nurturing, and retaining hundreds of customers at scale (one to many relationship) Youll leverage data, automation, and digital first engagement strategies to reduce churn, improve product adoption, and expand c...

Customer Growth | Retention & Revenue Expansion Where customer success meets scale SaaS Labs is reinventing how businesses talk to their customers, AI powered, multilingual, and real time Our products like JustCall unify conversations across channels, surface insights instantly, and transform how global teams sell, support and scale 24/7 across time zones, and without friction, As a Growth Specialist Retention, you will help build our Scaled Customer Success team focused on engaging, nurturing, and retaining hundreds of customers at scale (one to many relationship) Youll leverage data, automation, and digital first engagement strategies to reduce churn, improve product adoption, and expand c...

Role Overview: You will be joining Siemens as a Key Account Manager in India, responsible for driving growth, fostering client relationships, and leading strategic initiatives with the Key Account for Siemens Ltd. Your role will require a unique blend of business acumen, technical expertise, and leadership skills, along with exceptional communication abilities to engage and influence stakeholders at all levels within the organization. Key Responsibilities: - Assist in creating an Account Business Plan outlining a 3-5 year Key Account strategy based on the strategic goals of the Key Customer and market knowledge, in collaboration with relevant Siemens organizations, considering industry trend...

Drive sales of banking and insurance products through assigned branches Build strong relationships with branch staff and customers Understand customer needs and provide suitable financial solutions Achieve monthly sales and revenue targets Required Candidate profile Any Bachelor's degree 1 year Banking , Finance , Insurance sales experience Nisha - 9904750213

Responsibilities: * Meet sales targets through effective lead generation and upselling/cross selling techniques. * Manage inside sales pipeline with cold calling, outbound calls, and telemarketing efforts. Office cab/shuttle Health insurance Provident fund Annual bonus

Job Summary Creates and conducts proposal presentations for the portfolio assigned. Responsible to maintain cordial relationship with the corporate clients. Drive revenue growth to the business with the existing and new corporate customers. Ensure knowledge about the market all times to upgrade and rise up to the occasion. Ensure that individual targets are met, along with group targets. Ensure productivity and cross-sell various products. Focus on acquiring new clients - identification of targets Plan the client acquisition strategy. Resolving customer queries and other service issues to maintain customer satisfaction and to meet client excellence. Leveraging business from new and establish...

Customer care + up selling process - Chat Process *Need Immediate Joinee Urgently*- Share Your Resume On Whatsapp : 9560442606 **EXCELLENT COMMUNICATION REQUIRED** ROLES & RESPONSIBILITY A chat process job involves providing customer support via chat, and may include the following responsibilities: Customer interaction: Engage with customers through chat platforms in a professional and courteous manner. Responding to inquiries: Respond promptly to customer inquiries, concerns, and requests. Troubleshooting issues: Address customer concerns, troubleshoot issues, and offer appropriate solutions. * 5 days working * Rotational week offs * Rotational shifts 24*7 * Freshers are eligible * Both sid...

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability.. Required Candidate profile Own all branch banking objective and overall branch supervision Ensure achievement of overal Branch Target by generating business and cross sale product knowledge based and CASA/Demat/Credit Cards

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability.. Required Candidate profile Own all branch banking objective and overall branch supervision Ensure achievement of overal Branch Target by generating business and cross sale product knowledge based and CASA/Demat/Credit Cards

Responsible for outbound calls, promoting dermatology products, identifying client needs, maintaining CRM records, following up on leads, achieving sales targets, collaborating with teams, analyzing market trends, and handling client concerns.

Sell the life insurance products to the customers Handle 2 to 3 branches of the Bank Lead will be provided by the company Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales / BSFI Sales Age Limit :22- 35 Perks and benefits Incentives

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term NSB and TPP Cross sell

Job Description: Were looking for a dynamic professional to manage a P&L role focused on delivering a world-class service experience to existing customers. The position emphasizes upselling premium packages, driving client retention, and ensuring customer satisfaction through a needs-driven service team. Additionally, you will execute strategic marketing initiatives to enhance client engagement and service outcomes. Drive business growth for both topline and bottom-line in the Zone. Develop and execute the annual operating plan, including revenue and cost forecasting. Achieve monthly, quarterly, and annual sales targets by generating revenue from existing paid members. Ensure timely delivery...

Job Description: We are looking for a highly skilled and motivated Business Manager to join our dynamic team. The ideal candidate will be responsible for overseeing daily operations, driving business growth, and ensuring efficiency and effectiveness across various departments. This role requires a strategic thinker with strong leadership abilities and a proven track record in business management. Lead and manage a team of 20-30 members, ensuring high performance and alignment with business goals. Strategically plan, forecast, and achieve fortnightly and monthly client retention targets across the assigned client portfolio. Build and nurture strong, professional relationships with clients to ...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team.

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...