14499 Cross Selling Jobs - Page 3

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

As a candidate for this role, you will be responsible for cross selling financial, insurance, and other consumer goods products and services to existing customers. Your primary objective will be to achieve sales targets effectively. Key Responsibilities: - Cross sell a range of financial, insurance, and consumer goods products to existing customers - Work towards achieving set sales targets Qualifications Required: - Any graduate/MBA - Minimum of 3 years of experience in insurance and financial services - Good interpersonal skills Please note that any additional details about the company were not provided in the job description.,

Promote bank accounts, deposits & loan products. Meet customers, explain benefits & close sales. Maintain reports & achieve monthly targets. Attend training to improve product & sales skills. Required Candidate profile Graduate (any discipline) Excellent communication & interpersonal skills Eager to learn & work in field/branch sales environment Target-oriented with positive attitude Kevisha : 88490 20556

Drive banking & insurance sales through direct and partner channels Generate business from leads, branches,or referral Meet client, present product, and close deal Monitor local market trends and competitors’ activities Build customer relationships Required Candidate profile Graduate / Post Graduate Min 3 years of exp in Banking, Insurance or BFSI Field Sales Strong communication and negotiation skill Good local market knowledge and customer network Kevisha : 88490 20556

Key Responsibilities: Identify potential catchment areas to acquire HNI/Affluent customers for liabilities products. Execute marketing activities and generate leads for new customer acquisition. Build and maintain a pipeline of leads through references and market activities. Meet potential customers, understand their financial needs, and offer suitable products and solutions. Clearly communicate product benefits, features, and documentation requirements. Ensure accurate and complete account opening processes for superior customer experience. Maintain continuous engagement with customers for additional product cross-selling (loans, investments, etc.). Develop a referral network from existing ...

You will be responsible for originating NTB prospects through direct sourcing and open market channels. Your main tasks will include acquiring customers and taking their proposal up to the stage of disbursement. Additionally, you will be meeting existing customers to generate business opportunities, thereby contributing to revenue generation. Key Responsibilities: - Cater to businesses with turnovers ranging from Rs 100 to 500 crores in Emerging Business, Rs 500 to 1000 crores in Mid Corporate, and Rs 1000 crores & above in Large Corp. Provide different working capital facilities such as Overdraft, Cash credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc....

Promote banking products like savings accounts, loans,credit cards. Meet and assist customers to achieve monthly sales goals. Build strong customer relationships for long-term growth. Work closely with the branch team to deliver excellent service. Required Candidate profile Fresh graduates passionate about sales and banking. Good communication & presentation skills. Ready to work in field sales. Contact HR Nisha – +91 9904750213

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...

Dear Candidate, Greeting from Trangile Services Pvt. Ltd. please find the JD for Customer Success Manager role. Experience: 10+ Years About the Role: We are looking for a dynamic and customer-focused Customer Success Manager with strong experience in either ERP Solutions” or “WMS solutions”. The ideal candidate will be responsible for managing client relationships, driving customer satisfaction, and ensuring seamless support and resolution across accounts. Key Responsibilities: Act as the primary point of contact for customers, ensuring timely resolution of issues and high satisfaction levels. Coordinate with internal teams to drive effective problem-solving and service delivery. Monitor cus...

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 along with kli.shreya-chavan@kotak.com " or WhatsApp directly on 8879755056 Location : Mumbai; Nagpur; Pune; Nashik; Gujarat. 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 ...

Candidate must be a Graduate Freshers also can apply BFSI Sales experience is mandatory Insurance sales experience is preferred Bike is Must Comfortable to Go outside Open to Travel Candidates Can Call @HR Anant 8920887168 & Whats App

Positions : Relationship Manager (RM) / Key Account Manager (KAM) /Service Delivery Manager (SDM) / Teller Walk-In date: 14th & 15th Nov 2025 (11:00 AM to 3:00 PM) Interview Venue : IndusInd Bank Limited, 652-662, Tristar Towers, Avinashi Road, Coimbatore - 641037 Contact Person: T Kamalam (Branch Manager) Job Role : Relationship Manager (Select RM): To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd...

Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are passionate about sales and have a zeal towards cracking deals with the customer as per their requirement. The positions are across various branches in Pune. Incase the you find yourself suitable for the role, do walk in for a one to one interaction along with the below set of documents Updated CV Last 3 months salary slips Last 2 appraisal letters Last 2 organization's relieving letter Pan & Aadhar card Walk-In date: 15 th Nov'25 Drive Location: Indusind Bank, GE - 142, Fortaliza Apartment, Diagonally opposite Mariflex Mall, below metro station Gate No 2, Kalyani Nagar, Pune. Key Responsibilities : To acqu...

Handle customer calls & queries, manage CRM data, support lead conversion & post-sales service, maintain client relations, resolve issues promptly, achieve monthly sales targets & update daily MIS reports. Required Candidate profile Graduate in any stream 1–4 years of exp. in Sales, CRM, or Customer Support Good Comm. and interpersonal skills Knowledge of MS Office tool Positive attitude, customer focus, and upsales mindset

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS), IRDA Info.aspiringmantra@gmail.com Call 9318431991

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skill Age 24 to 40 Share CVs - piyush@theinfinityspace.com Perks and benefits On Roll with Axis Group Insurance Career Growth

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skill Age 24 to 40 Share CVs - piyush@theinfinityspace.com Perks and benefits On Roll with Axis Group Insurance Career Growth

Role & responsibilities Key Accountabilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in terms of Product Updates,Query resolutio...

TERRITORY MANAGER SALES Experience: 4-8 yrs. with min. 2yrs exp. of team handling Preference: Timeshare/Direct Sales/Insurance Job Purpose: To create a team of outstanding Relationship Managers and effectively lead, manage and coach them towards achieving sales targets; make powerful and successful sales presentations in different settings to crack profitable deals and referrals; and successfully resolve team and member conflicts. Job Responsibility: Planning, evaluating, implementing, and continuously improving all aspects of sales functions and processes. Achieving stretched targets and managing sales in a result-focused environment. Making effective sales presentations and closing deals. ...

Support sales team in daily operations Lead and motivate sales team Set and track team targets Train and guide team members Ensure customer satisfaction Prepare sales reports Coordinate with other departments Help develop & implement sales strategies Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Role CSM/Sr.CSM/RM/Sr.RM (CASA Sales) under Retail Liabilities Branch Banking Role & responsibilities To acquire new quality customers and cross sell various products as desired by the Bank from time to time To ensure accurate, timely and error free processing of customer service requests To overcome problems using guidelines and escalate with expediency, when necessary. To ensure the best visual impact of the branches on customers To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existin...

Sneha-8448100705 Handling inbound calls & converting them into a sales call Continuous Follow up with the customers Helping clients with travel planning, business packages, vacation packages as well as travel advice Attractive salary, best incentives Required Candidate profile Sneha @ 8448100705 (WhatsApp on the Same) We are hiring for Hotel sales International sales process for the US market Excellent communication skills should be well versed with any international sales