14499 Cross Selling Jobs - Page 22

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Kakinada, Karimnagar, Mangalore 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 ne...

Key Responsibilities Acquire new customers as per business plan Achieve revenue targets through sales of financial products Conduct regular client meetings and sales promotion activities Ensure KYC and documentation compliance Manage lead status updates on CRM/Lead Management System Cross-sell products like Mutual Funds, SIPs, etc. Generate business through references and networking

Key Responsibilities: Strengthen and grow relationships with existing First Wealth customers. Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced portfolios. Conduct virtual client meetings and deliver superior customer service. Promote usage of mobile banking, Optimus App, and digital banking platforms. Cross-sell pre-approved banking products such as credit cards, loans, insurance, and investments. Profile customers and recommend suitable financial solutions based on their goals. Ensure smooth onboarding for digital platforms, bill payments, SIPs, insurance, and investment products. Achieve monthly sales targets and ...

Role & responsibilities Key Responsibilities: • Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach. • Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews. • Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products. • Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals. • Maintain and grow your AUM base through consistent engagement, transparency, and trust. • Stay ahead of market trends, global developments, and e...

Key Responsibilities: 1. Responsible for achieving revenue and volume growth targets for assigned accounts 2. Ensure Collectibles and Outstanding is within the agreed credit period 3. Develop and record business understanding of clients on CRM 4. Identification & execution of growth levers for volume and revenue growth 5. Managing Commercial expectations of clients within agreed margin guardrails 6. Identify reasons for any downtrend and record the next steps on CRM for execution 7. Cross-Sell Delhiverys Lines of Business where applicable - B2CHeavy, LTL, Warehousing, Cross-Border

Job Requirements Job Requirements Role/ Job Title: Associate Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose: Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisiti...

Kotak Mahindra Bank Limited is looking for Relationship Manager - Affluent-BRANCH BANKING-Relationship Manager to join our dynamic team and embark on a rewarding career journey Establish and maintain relationships with clients or customers to promote customer loyalty and retention Understand clients' needs and provide appropriate solutions, products, or services Develop and execute a strategic plan to grow the business by identifying new opportunities, cultivating leads, and closing deals Collaborate with cross-functional teams, such as sales, marketing, and product development, to ensure that clients' needs are being met Track and analyze key performance metrics to measure the effectiveness...

Senior Relationship Manager Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP, etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills. Openings at Cuttack, Jamshedpur, Kolkata, Shillong, Durgapur, Gaya, Bhubaneshwar.

As a tax experienced professional in the Global Employer Services Group for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Serve as a mentor or coach to one or more employees, which will include providing honest and timely performance feedback Train and develop staff members Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm Advise clients on a full spectrum of Global Mobility Tax service...

Min 12th pass Salary :-16,000 in hand Good Communication skills in Hindi & English Shift timings - Rotational Shifts + Week Off Linguistic Requirement (Tamil, Malayalam, Kannada ,English,Hindi) Required Candidate profile Qualifications:- Min HSC How To Apply..? To Scheduled Your Interview Call Or WhatsApp HR Shruti:-7741969223 Perks and benefits High Incentives and growth opportunities.

Pivotal Infrastructure , A reputed Developer In Faridabad is Hiring Experienced Sales Executive For Its Project Based In Faridabad, Fixed Salary + Incentives Role & responsibilities 1. Ensure all incoming customer leads & Follow ups are connected with through calling and lead conversion / sales maximization to achieve sales target and drive profitability along with other business metrics, as communicated. 2. Maintain accurate data in CRM and generate timely sales reports. 3. Manage the sales cycle: lead qualification, property presentations, site visits and closures. 4. Acquiring and developing new Channel Partners & Constantly liaising with them for Sales Closures 4. Lead high-value transac...

Channel : Bancassurance (Life Insurance) Bank - Equitas and ESAF Bank Experience : Minimum 1 yrs of Sale exp in Insurance/ BFSI. Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter Candidate's Profile 1. Minimum 1 yr of Life Insurance sales experience/BFSI/NBFC ( Good awareness about Life insurance industry is must) 2. Should be a graduate. 3. Should have a two wheeler 4. Lesser notice period candidates & immediate joiners are very much w...

Job Role: Customer Service Executive / Cross Sales Executive (Axis Banking Process) Location: Dombivli, Thane Shift Timing: Rotational Shifts between 8:00 AM to 8:00 PM (Any 9-hour shift) Week Off: 1 Rotational Weekly Off Salary: 16,000 In-hand + Unlimited Incentives Job Description: We are hiring for the Customer Service and Cross Sales Process at Axis Bank. This role is ideal for candidates who are enthusiastic, customer-focused, and looking to build a career in the banking sector. Eligibility Criteria: Minimum qualification: HSC (12th Pass) Freshers can apply Ongoing students or candidates pursuing college are not eligible Age criteria: 18 to 30 years Travel Boundaries: Candidates must re...

Experience: 1+ years Location: PAN India (Immediate joiners is needed) Job Role We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition. Roles and Responsibilities: Get the sale using various customer sales methods and achieve the set business ta...

As a Revenue Manager, your primary responsibilities will include leading the revenue management process and taking ownership of managing profit and loss for all the hotel properties. It will be an IC Role. Role & responsibilities - Sales: Leveraging your analytical expertise to drive sales, meet targets, and maximize revenue across all properties. - Property Management: Managing the pricing and occupancy of 50-60 hotel properties, ensuring strategic alignment and effective tariff negotiations to optimize revenue. - Coordination: Coordinating daily with property teams to ensure efficient occupancy and pricing strategies, executing bulk negotiations, and maintaining dashboards to track perform...

Location: Ahmedabad, Anand , Or Rajkot Role Type: On-Roll | Full Time Department: Banking & Financial Sales Key Responsibilities: Generate business through open-market leads Cross-sell and up-sell financial products such as loans, insurance, and investments Build & maintain strong client relationships through regular follow-ups Achieve assigned monthly and quarterly sales targets Ensure compliance and maintain service quality standards Candidate Requirements: Minimum 1+ years of sales experience in banking / insurance / BFSI sector Graduate degree (any stream) Excellent communication, negotiation & relationship-building skills Target-driven, confident, and self-motivated personality Perks & ...

Request you to please share your CV on anshita.vij@indiamart.com 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 2030 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 stro...

Request you to please share your CV on anshita.vij@indiamart.com 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 2030 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 stro...

Request you to please share your CV on anshita.vij@indiamart.com 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 str...

Request you to please share your CV on anshita.vij@indiamart.com 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 str...

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...

Job Description : Were 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 client...

Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry Interested candidates can send updates cv to nithyamanoharan...

Muthoot Fincorp ONE, is a fintech startup and SBU of Muthoot FinCorp Ltd., building a financial ecosystem where customers can access relevant and reliable digital services across an expansive range of digital financial products in segments like Lending, Saving & Investment, Protection, and Remittance. Our products are designed to ensure a simple, reliable, and responsive financial environment for our customers. Envisioned to be the most trusted financial service provider, our app has an easy-to-use interface aimed at enhancing user experience and comfortable navigation. Our promoter, Muthoot FinCorp Ltd., is one of the most reputed names in the Fintech industry and has the customers' trust i...

Based in Bangalore, the Associate Customer Relationship Manager will be responsible for the client relationship, retention, price yield and, together with the Business Development Managers, growing the Book of Business (BOB). They will also be responsible for driving usage and ensuring new clients are effectively on-boarded, supported during the subscription period. About the Role In this opportunity as an Associate Customer Relationship Manager, you will: Develop book of business focusing on client engagement. Own renewals and ensure price yield achieved for designated accounts and prevent cancellations. Identify cross-sell/upsell opportunities and pass to Business Development Manager. On-b...