10649 Cross Selling Jobs - Page 18

About Role Airline Supervisors oversee ground operations, ensuring staff efficiency and smooth passenger services. At Airways, our supervisors coordinate teams, manage daily activities, and resolve issues to maintain high standards of safety and customer satisfaction. Eligibility Criteria Graduate or Equivalent Age 18 - 35 Master's or Bachlor's Certificate Aviation Certificate Responsibilities Team Coordination Staff Supervision Operational Planning Issue Resolution Service Quality Control

About Role Airline Supervisors oversee ground operations, ensuring staff efficiency and smooth passenger services. At Airways, our supervisors coordinate teams, manage daily activities, and resolve issues to maintain high standards of safety and customer satisfaction. Eligibility Criteria Graduate or Equivalent Age 18 - 35 Master's or Bachlor's Certificate Aviation Certificate Responsibilities Team Coordination Staff Supervision Operational Planning Issue Resolution Service Quality Control

About the role We want to keep our customers for life . To do that, customer success is probably going to be our most important function and we want to treat it like that. So far our customer success function has been founder-led, we have a track record of 250+ 5-star reviews and the envious net negative churn (to the extent where some of our customers pay 5-10X of what they started with). We're now at a point where weve scaled 10X in the past year and to do that again next year we want to double down on our existing customers. This role involves owning customer retention and making them true fans of BiteSpeed while also listening to customer feedback to form a pipe of customer insights for ...

What youll do Your core job is to own our customer relationships , make them successful and fans of BiteSpeed Giving customers a delightful onboarding experience and helping them get setup for success Tracking product adoption for our customers, ensuring they are getting maximum value leading to upsells and expansion revenue Becoming a trusted product advisor for our customers, helping them with all the tricks of the trade to get maximum value from BiteSpeed Managing cross-sells for new products and renewals , owning expansion revenue at an account level Building the playbook for our customer success function to scale for the next stage of growth What makes you a good fit You care about deli...

The ideal candidate is a proactive professional with exceptional communication skills and a strong passion for delivering value to customers. As a Customer Success Specialist, they will advocate for clients within the company, ensuring their needs are met, their concerns are addressed promptly, and their voices are heard. They will play a key role in driving customer satisfaction, facilitating product adoption, and fostering long-term relationships to maximize customer success and retention. As a key member of the team, this role is designed to not only enhance customer experience but also to contribute to the overall growth and success of the organization through effective upselling and cro...

Job/Position Overview: As a Customer Success Executive at Kennect, you will play a pivotal role in ensuring the overall satisfaction and success of our clients. You will be the primary point of contact for our customers, working closely with them to understand their needs, address concerns, and drive the adoption of our product. Your engagement with the customers will begin shortly after handover from the Implementation team. Key Responsibilities: Relationship Management - Serve as the main point of contact for customers post go-live, building and maintaining strong relationships. Continuously engage with customers to understand their evolving needs and challenges. Act as customers voice for...

Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. ...

Achieve monthly and quarterly sales revenue targets. Manage the end-to-end sales pipeline from lead generation to closure. Conduct regular reviews of clinic performance and implement strategies to improve underperforming centres. Monitor, track, and improve conversion ratios and ROI per marketing activity. Plan and execute sales campaigns, promotional offers, and cross-sell strategies. Competitive salary + travel allowance Performance-based incentives Opportunity to grow into cluster marketing roles A dynamic team with a vision to promote holistic wellness Proven track record in revenue generation, customer acquisition, and managing successful campaigns.. Self-driven, target-oriented, and ab...

Degree or Diploma equivalent. Work experience as a Tele caller, Presales, Sales & Marketing or a similar role in the Sales Department. Knowledge of the real estate industry is a plus. Great interpersonal skills. Exceptional oral and written communication skills. Strong organizational skills. Ability to work in a team or individually as and when required. Ability to manage and handle multiple tasks. Outstanding problem-solving skills. Developing growth strategies and plans Generate leads through networking, cold calling, referrals, and other strategic methods. Build and maintain strong relationships with potential clients, partners, investors, and industry professionals.

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 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 Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location: Sura...

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) 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) 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. 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: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

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) 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...

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), 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 information & recommending portfolios. 7) Monitoring &...

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...

1. Outgoing calls - Identify, generate, and qualify new leads through calls, emails, and follow-ups 2. Proactively reach out to old and existing leads to pitch suitable investment products 3. Collaborate with the relationship team to ensure a smooth client experience 4. Upsell and cross-sell products such as PMS, AIFs, and Global offerings where relevant. 5. Be available to connect with clients according to their preferred timings 6. Maintain detailed records of interactions, follow-ups, and lead status using CRM. 7. Strong communication and interpersonal skills 8. Passion for sales and client engagement 9. Basic understanding of capital markets and investment products 10. Ability to manage ...

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...