10649 Cross Selling Jobs - Page 15

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 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) & Rimesier. 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 join...

Roles and Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably fro...

Roles and Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably fro...

Roles and Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably fro...

Conduct market research, including area mapping, to identify sales possibilities and evaluate customer needs. Actively seek out new sales opportunities through cold calling, networking, social media, existing customers and leads provided by the Bank. Plan and carry out sales and marketing activities, in the assigned areas/ markets. Plan and organize meeting with potential clients, evaluate their needs and achieve sales of products and services of the Bank. Help branches to plan and conduct customer meets. Participate in exhibitions and other local events on behalf of the Bank, in consultation and approval of reporting manager, with an objective of promoting the brand, product and services of...

Cloud Sales - Level III - Night Shift - IN Should have experience in supporting US- Region Job Profile Summary : Specializes in identifying, developing, and closing opportunities with new or existing customers that deliver incremental profitable growth and positive customer experiences. Owns and develops customer relationships, collaborating with both customers and internal resources to address customer and company priorities. Leverages subject matter experts and provides solutions aligned with business-unit priorities to satisfy customer needs. Responsible for the full sales cycle, from winning new customers to growing share of wallet in targeted existing customers for Rackspace. Utilizes i...

Job description Sales is responsible for driving sales and achieving business targets related to Insurance products and services This role involves working closely with customers and generate revenue and increase market penetration CTC Offering Maximum: 3.00 LPA - 4.50 LPA Key Responsibilities: Sales Strategy Development Relationship Management Product Promotion Market Research and Analysis Utilize data-driven insights to refine sales strategies and improve sales performance Qualifications and Skills: Bachelor's degree with sales experience Proven experience in sales Excellent communication and interpersonal skills INTERESTED CANDIDATE CAN WHATSAPP CV @ 9461720294 OR EMAIL : ESSAMHRINFOTECH1...

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Part...

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 Brokerage and Cross Selling Targets. 3) Disemination 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) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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 Brokerage and Cross Selling Targets. 3) Disemination 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) Dissemminating Fundamental research recommendations to meet investing requirements of al...

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 Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred indu...

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 Brokerage and Cross Selling Targets. 3) Disemination 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) Dissemminating Fundamental research recommendations to meet investing requirements of al...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

We have openings in pd banca channel channel for icici prudential life insurance Ctc 3.60 lpa+30 k reminsument Age max 30 Share cv orange.chd.nidhi@gmail.com 7018514644

Handle inbound calls and chats, diagnose customer needs, and resolve issues on first contact where possible. Log accurate case notes in the CRM and follow defined workflows (escalations, refunds, order management). Meet individual KPIs: AHT targets, Quality Score 85%, First Contact Resolution (FCR) goals, and adherence. Use knowledge base and cross-sell/up-sell where appropriate and permitted. Contribute to team huddles, share process improvement ideas, and complete required training / assessments. Maintain data privacy and comply with company policies and client SLAs. Required Qualifications & Skills Fluent English (spoken & written) C1 level or equivalent. Minimum 2 year of inbound BPO or ...

8+ years of professional experience in software development, with a strong focus on .NET technologies. Extensive experience working with Azure Cloud Infrastructure , including Azure DevOps for CI/CD pipeline creation and management. Strong proficiency in Angular and TypeScript , with a focus on building responsive, scalable web applications. Experience in integrating backend systems using RESTful APIs , Web APIs , and Microservices . Solid understanding of CI/CD tools such as Azure DevOps or similar Strong experience in developing applications in .NET Core , C# , ASP.NET , and related technologies. Deep knowledge of cloud infrastructure, microservices, with added advantage on containers (Doc...

Meet assigned disbursement targets by sourcing Asha home loan business through designated branches Ensure daily follow-up and engagement with branch staff to generate quality leads Create and convert the prospects for cross selling opportunities Sales and Channel Development Support branch teams with product knowledge, sales pitches, and application processing Conduct regular visits and huddles with branch staff to improve lead conversion Compliance and Risk Management Ensure accurate documentation and eligibility checks as per process guidelines Adhere to internal and regulatory compliance requirements Customer Experience Engage with customers referred by branches to ensure prompt service a...

Meet assigned disbursement targets by sourcing home loan business through designated branches Ensure daily follow-up and engagement with branch staff to generate quality leads Create and convert the prospects for cross selling opportunities Sales and Channel Development Support branch teams with product knowledge, sales pitches, and application processing Conduct regular visits and huddles with branch staff to improve lead conversion Compliance and Risk Management Ensure accurate documentation and eligibility checks as per process guidelines Adhere to internal and regulatory compliance requirements Customer Experience Engage with customers referred by branches to ensure prompt service and re...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s 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 of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s 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 of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s 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 of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s 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 of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s 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 of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s 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 of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...