10649 Cross Selling Jobs - Page 19

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...

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) 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) 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

Job Title: Telecalling Sales Executive Roles & Responsibilities: Sales Calls: - Make calls to potential customers to sell products or services. - Understand customer needs and offer suitable solutions. - Explain the features and benefits of the product or service clearly. Customer Interaction: - Build relationships with customers over the phone. - Answer any questions and address concerns about the product or service. - Upsell or cross-sell products based on customer needs. Data Management: - Keep accurate records of customer interactions and sales. - Update customer details in the system after each call. - Follow up on previous calls and maintain customer information. Sales Targets: - Work ...

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...

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 Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

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...

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...

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...

IDFC First bank (Onroll) Role : Deputy Manager - Acquisition (CA/HH) (field sales) Function : Branch banking Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities ...

-Hiring for HSBC Outbound Process Prior Experience : HSC with 6 months experience Shift timing: 9.30am to 6.30pm* Sunday fix off Category B+ CTC : 20500 CTC In hand: 16000 Category A CTC : 24270 Inhand: 19000 Required Candidate profile Qualification: Minimum HSC Location: Malad Apply now by calling or sending your CV on WhatsApp. HR Vaibhavi – 77964269751 Perks and benefits Career Growth Opportunity !

Job Role: Customer Relationship Officer. Employment Type: Permanent Location: Respective Branches Level: Executive/AM/DM Reporting: Branch Manager Role: The position is responsible for providing high quality service and query resolution to the customers of the bank, proactively and convert service opportunity into a sales opportunity. The position shall ensure that all services and operations are carried out within stipulated norms and regulations so that the customers can avail services through multiple channels saving them time and effort and giving them proper service and ensuring repeat business. Key Responsibilities: • Ensure that customer information is communicated to the respective c...

Acquire new clients and open Demat accounts. Advise clients on mutual funds & insurance as per their financial goals. Maintain strong client relationships & provide after-sales service. Achieve sales and revenue targets. Sales incentives

Greetings from Avani consulting ! We are hiring for leading share market Equity dealer role Locations: Bangalore, Hyderabad Mumbai Interested candiates go through with the below job description and share resume in whatsapp /mail - UTTAM - 9949101406 Role & responsibilities Minimum 1 Year experience required. Job Description: Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition, Acquire new clients per month and cross selling of 3rd party products (MF, Insurance, SIP etc.) Client meetings. Candidate Profile: Graduation with NISM 8 certification (Equity & derivatives), Stock Market knowledge is mandatory. Should possess good...

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, Surat, Baroda, Bharuch, Vapi 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 a...

You will be responsible for managing existing relationships with BBG Customers, with a focus on especially high-value clients to ensure long-term stickiness through enhanced engagement. Additionally, you will be required to acquire new relationships in the defined business segment to increase the asset book of the Bank. Your main goal will be to maximize revenue for the Bank beyond what a regular Relationship Manager achieves. You will also work on enhancing the wallet share of revenue-generating products by cross-selling products such as insurance, trade, forex, liability products, and LAP.,

Job Description: As a Sales Team Member and Business Correspondent, your role will be a combination of Relation Manager and sales officer in the fastest growing sales channel in the financial services industry. Your main responsibility will be fieldwork, sourcing, and nurturing villages by building relationships and cross-selling Asset, liability, and investment products. You will act as the bridge between the village and the bank branch, managing and acquiring additional incremental customers from the particular village cluster through references and cold calling. Qualifications Required: - Preferred Qualification: Graduate,

Role Overview: You will be responsible for deepening relationships with Banking accounts and ensuring best-in-class service to the customers. Your main role will involve identifying prospective customers, converting them into real business opportunities, creating Joint Liability Groups and centres, and managing them through the formation, disbursal, and collection phases. Additionally, you will manage a team to drive client acquisition, build household level customer relationships, and capitalize on the lifetime value in each relationship. Key Responsibilities: - Deepen the existing portfolio to ensure customer stickiness. - Manage zoning activity to map household needs in villages and alloc...

Role Overview: You will be responsible for handling technical trials, trouble shooting, and new product introduction trials in the assigned territory for the Beverage Alcohol / Distilling unit at Brenntag India. This client-facing role requires you to work independently as well as closely with the account team network to generate revenue, maintain good business relations, and support both existing and prospective customers. Key Responsibilities: - Support existing and prospective customers with product shift trials, new product introduction trials, and trouble shooting activities. - Conduct Up Selling and cross selling technical activities for existing products to new customers and new produ...

Tech Mahindra- Hiring for Voice Process Key Responsibilities: Voice Process Provide Excellent customer service to clients across different time zones Resolve customer queries effectively and efficiently Demonstrate strong communication and interpersonal skills NOTE: ONLY MUMBAI CANDIDATES CAN APPLY Eligibility: Graduate/Undergraduate degree Freshers with excellent communication skills can apply (no prior experience required) Candidates with 0-12 months of international voice process experience are also welcome to apply Perks and benefits: One-way cab facility( for addresses within designated boundaries) Quick onboarding process Competitive benefits package Apply now- Contact: Komal Gurav 810...

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion