4890 Cross Selling Jobs - Page 41

We are urgently hiring for Relationship Managers 3 role- one for assets products/Liability products, 2 Candidates for mutual fund/PMS selling. Location: Chennai : Experience: Minimum 3-6-year experience in selling of Investment related products like Mutual Funds /Life Insurance /General Insurance/ PMS/AIF /Fixed Income Products/ business and home loans Only direct sales experienced candidates will be considered. Only local candidates will be given preference. Interested candidates can also share their CVs to suresh@myassetsconsolidation.com. Key Job Responsibilities Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM Review and diversify existing client portfolio on a regular basis and provide guidance accordingly Achieve financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products. Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends Ensure regular connect with pending leads/references Update self-regarding all schemes, products and solutions by regularly attending trainings and reading NFOs Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads Role & responsibilities Preferred candidate profile

The role of Associate Relationship Manager-Group in the Retail Banking-Rural Banking division under the function of Rural Sales is to deepen relationships with Rural Banking accounts and provide excellent service to customers. You will work closely with the Relationship Manager to identify potential customers, convert opportunities, and manage Joint Liability Groups effectively. Your responsibilities include mapping household needs, conducting end-user checks post loan disbursal, generating new revenue sources through cross-selling, and enhancing liabilities business in Rural markets. You will be expected to achieve sales targets, maintain high collections efficiency, ensure compliance with bank regulations, and contribute to the implementation of community development initiatives. Your main responsibilities will involve managing zoning activities, achieving loan booking targets, assessing client needs for cross-selling, generating leads for liabilities business, maintaining sales goals, ensuring accurate documentation, monitoring data entry processes, conducting field audits, and gathering market intelligence. You will also be required to recommend process improvements, support livelihood advancement programs, and participate in community development initiatives. The key success metrics for this role include meeting customer acquisition and cross-sell targets. To qualify for this position, you need a Bachelor's degree in any stream and 0-2 years of relevant branch banking experience.,

As a key member of the team, your primary role will be to enhance the deposit pool from customers and maintain high standards in service delivery. You will be responsible for promoting and selling non-deposit products, meeting cross-selling targets, and promoting MF and insurance products. Additionally, generating fee income, overseeing branch administration, ensuring regulatory compliance, and managing the productivity and morale of branch team members will be crucial aspects of your role. You will play a pivotal role in the financial success of the branch by overseeing the overall performance, break-even targets, and the profit and loss statement. Your ability to drive sales, maintain operational efficiency, and lead a motivated team will be essential for achieving success in this position.,

You will be responsible for driving sales and ensuring that business targets are met efficiently. Your primary focus will be on achieving the sales numbers for Retail loan products through cross-selling, while also working on enhancing client relationships. It is essential to retain and expand the customer base to encourage repeat business and referrals. To maximize sales, you will need to leverage your network and relationships effectively. Building and maintaining strong liaisons with clients is crucial for generating repeat business and referrals. You will be required to manage the end-to-end processing of files from the login stage to disbursement, collaborating closely with internal departments such as Operations and Credit. Optimizing team productivity is a key aspect of the role, and you will be responsible for managing a team of relationship managers to ensure the team achieves its targets and contributes to the profitability of the area. Collaborating with the team on ground lead generation activities will be essential for driving sales. Leading and supervising the team in implementing growth strategies through training, motivation, and deployment strategies will be part of your responsibilities. Staying informed about market trends and competitor intelligence is important to develop effective sales and marketing strategies. Your feedback on market conditions, competition, processes, and available products will be valuable for the central product and policy team to stay ahead in the market. Ensuring compliance with all Audit/RBI regulations, as well as company processes, policies, and reports, is crucial. Ideally, you should hold a Post Graduate/ Graduate degree in any discipline to excel in this role.,

As a Premier Acquisition Manager, your primary responsibility will be to acquire High Net Worth Individuals (HNIs) and cater to their financial needs. You will be focused on selling Third-Party Products (TPP) and generating revenue for the organization. Additionally, you will be tasked with increasing the Current Account Savings Account (CASA) book size. To accomplish these goals, you will need to conduct regular promotional and customer events to generate leads and foster relationships with potential clients. Cross-selling various financial products such as Mutual Funds (MF), Gold, Insurance, and other asset products will also be part of your role. The ideal candidate for this position should possess excellent coordination skills to work effectively with different channels. Strong communication skills are essential for engaging with clients and promoting financial products. It is preferred that you have some knowledge and experience in Portfolio Management to better serve the needs of HNI clients. Having an existing base of customers and a minimum of 1-2 years of work experience in a similar role will be beneficial for success in this position. If you are passionate about wealth management and have a track record of building relationships with affluent clients, we encourage you to apply for this exciting opportunity.,

As an Elite Relationship Manager in the Retail Liabilities department, you will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your primary focus will be on ensuring high levels of customer service orientation and application of bank policy while cross-selling existing bank products to customers. It will be your responsibility to inform customers of new products or enhancements to further expand the banking relationship. You will be expected to plan and conduct special sales initiatives and events for prospective and existing clients, as well as coordinate with other group companies to provide seamless access to other products. Maintaining a complete relationship record for assigned customer accounts and tracking customer complaints/queries and turnaround times for customer satisfaction will also be part of your duties. To be successful in this role, you should have 3 to 4 years of work experience, with at least 1+ years at a Relationship Manager Role. Your main tasks will include developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. It is essential to have a very good understanding of Trade and Forex, as well as a strong grasp of Commercial Assets like CC, OD, TL, Export Finance, etc. Additionally, an understanding of MF and Insurance would be an added advantage. The ideal candidate will demonstrate customer orientation, high energy, and drive, with a go-getter attitude. You should be self-motivated with a passion to achieve and excel in building and managing relationships with high net worth customers.,

You will be working as a Junior Executive-Sales & Services at Malabar Gold & Diamonds in Nagpur, Maharashtra, India. Your primary responsibility will be to achieve individual sales targets and enhance store profit by executing company strategies. You will greet customers warmly, understand their requirements, and guide them to suitable products to influence their buying decisions. Additionally, you will engage in remote selling activities when required to maximize customer reach. Your role will involve conducting priority selling for aged stock to maintain customer satisfaction, handling customer queries and complaints with the right solutions, and providing excellent customer service by educating them on product details and benefits. You will also be responsible for packing products securely for online orders and handling customer returns efficiently. Informing customers about special offers, enrolling them in various schemes, and managing customer orders effectively will be part of your daily tasks. Moreover, you will ensure accurate entry of customer details post-purchase for maintaining a reliable customer database. Monitoring stock, coordinating order placements, maintaining visual merchandising guidelines, and supporting marketing efforts will also be essential aspects of your role. Adhering to company grooming standards, following standard operating procedures, and preparing sales reports for senior management are crucial responsibilities. Furthermore, you are expected to acquire knowledge in various store sections, seek self-development opportunities, and identify training needs for continuous improvement. To be eligible for this role, you should have an HSC qualification, be below 33 years old, and have 1 to 2 years of relevant experience. The salary will be as per industry standards in Indian Rupees.,

You will be responsible for driving sales and ensuring that business targets are achieved for Retail loan products. Your main focus will be on aggressively increasing sales numbers through cross-selling and enhancing client relationships. It will be essential to retain and expand the company's customer base to encourage repeat business and referrals. To achieve maximum sales, you will need to leverage your network and relationships effectively. Developing and maintaining strong liaisons with clients will be crucial for securing repeat business and referrals. You will also be required to ensure seamless processing of files from the login stage to disbursement by coordinating with internal departments such as Operations and Credit. Managing a team of relationship managers will be a key aspect of your role to optimize team productivity and achieve desired results. Collaboration with the team for lead generation activities will be necessary to drive sales growth. Providing guidance, training, and motivation to the team will be essential for implementing the growth agenda successfully. Staying informed about market trends and competitor intelligence will enable you to develop effective sales and marketing strategies. Your insights into the market, competition, processes, and available products will be valuable for providing feedback to the central product and policy team to stay ahead in the market. Ensuring compliance with all Audit/RBI regulations, processes, policies, and reports as per company systems will be a critical aspect of your responsibilities. A Post Graduate/ Graduate degree in any discipline is required for this role.,

The role of a Relationship Manager in Corporate and Investment Banking at DBS involves acquiring and building a diversified portfolio within the IBG 4 segment. The main objective is to generate revenue from various sources such as assets, trade, cash, treasury, and fees while ensuring a healthy income with an acceptable risk level for the bank. This requires adherence to lending guidelines, sourcing new asset relationships, and focusing on increasing profitability for the branch. Key responsibilities include sourcing new asset relationships within the IBG 4 segment, ensuring a good net interest income and fee income, implementing business strategies to increase market share, and maintaining proper portfolio monitoring to prevent delinquencies. The Relationship Manager is also responsible for building the DBS brand value, complying with the bank's processes and policies, and participating in marketing activities to enhance the network in the location. The job duties involve sourcing new asset relationships within the IBG 4 segment, cross-selling liability, trade, cash, and treasury products, achieving budgeted revenues, conducting due diligence for onboarding new asset relationships, and monitoring the portfolio closely. The Relationship Manager must also ensure timely renewals of accounts, compliance with KYC/AML requirements, and submission of required MIS reports to the central team. Requirements for this role include 3-5 years of sales experience, with 2 years specifically in SME/Business Banking Lending. A proven sales track record in asset business within the SME/Business Banking segment is essential, along with knowledge of competitors and the marketplace. Preferred qualifications include a Bachelor's degree in finance/economics/commerce or an MBA/CAC. Core competencies for the role include excellent communication and listening skills, as well as good sales and negotiation skills. Technical competencies include knowledge of working capital finance. The work relationship involves reporting to the manager and collaborating closely with the direct team. DBS India values a culture where all employees are respected, valued, and their opinions count. The organization is committed to providing a workplace that supports continuous professional development, flexible working arrangements, and opportunities for growth within an inclusive and diverse environment. Expected behaviors include demonstrating business performance through value-based propositions, focusing on customer delight, enhancing self-knowledge and competencies, and maintaining high standards of honesty and integrity. DBS offers a competitive salary and benefits package, along with professional development opportunities in a dynamic environment that recognizes and rewards achievements. If you are looking for a challenging role in Corporate and Investment Banking with a focus on relationship management and portfolio diversification, apply now.,

You are a Sr. Manager - Corporate Sales in a leading Travel Company based in Hyderabad. With over 10 years of work experience, including a minimum of 6 years in Corporate Sales within the Travel Industry, you play a pivotal role in acquiring corporate customers for corporate ticketing, Self-Booking Tool, and Hotel Portals. Your responsibilities include ensuring that marketing objectives align with sales targets, conducting market surveys to gather insights on trends and potential leads, and delivering engaging sales pitches to clients. It is crucial for you to organize meetings to strategize sales activities, communicate effectively with customers to understand their needs, and help them choose suitable products that meet their requirements. You will be responsible for compiling, analyzing, and interpreting sales data to generate performance reports for management, as well as preparing and presenting periodic budgets and sales forecasts. Collaboration with the back-office team to ensure excellent client service, proposing cross-selling of products to meet Leisure needs of Corporates, and coordinating with the Implementation & Tech team for Travel Tool presentations are also part of your role. This is a full-time position that requires a total of 10 years of experience, with a preference for candidates having at least 6 years of experience in Travel Industry Corporate Sales. The job location is Hyderabad, Telangana, and the work is required to be done in person.,

You will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Your key tasks will include sourcing new bank customers through individual efforts and acquisition channels. Your focus will be on ensuring high levels of customer service orientation and applying bank policies. Additionally, you will cross-sell bank products to the existing set of customers, inform customers of new products or enhancements, and plan and conduct special sales initiatives and events for both prospective and existing clients. You will also be required to coordinate with other group companies to provide seamless access to various products and maintain complete relationship records for assigned customer accounts. In terms of job requirements, you will need to develop and maintain banking relationships with a select group of high net worth customers by providing individualized customer services. You will also be responsible for generating MIS reports. The ideal candidate should be a Graduate/Post Graduate with at least 4 years of experience in the field. Possessing AMFI/IRDA certification would be an added advantage.,

You will be responsible for driving sales and achieving business targets for Retail loan products through cross-selling and maintaining strong client relationships. You will need to aggressively increase sales numbers, retain existing customers, and expand the customer base to ensure repeat business and referrals. Your role will involve maximizing sales by leveraging networks and relationships, developing strong liaisons with clients, and ensuring smooth processing of loan files from the login stage to disbursement by coordinating with internal departments like Operations and Credit. Managing a team of relationship managers effectively to optimize productivity, aligning with the team for lead generation activities, and supervising the implementation of growth strategies through training, motivation, and deployment will be crucial in meeting business targets and ensuring profitability. Staying updated on market trends and competitor intelligence will be essential for developing effective sales and marketing strategies. Providing feedback to the central product and policy team based on your understanding of markets, competition, processes, and available products will help in staying ahead in the market. Compliance with all Audit/RBI regulations, company processes, policies, and reporting systems is mandatory. A Post Graduate/Graduate degree in any discipline is required for this position.,

The job involves cold calling and lead generation for the sale of Coffee Vending Machines and Coffee Products. You will be responsible for coordinating with other functional and regional teams to set up demos, engaging in commercial discussions, and ensuring deal closure. Providing customer care and service, as well as implementing cross-selling and upselling strategies, are also part of the role. We are looking for candidates with excellent communication skills in English and Hindi, with a proven track record in telesales. If you have these qualifications, we invite you to apply for this position. The perks and benefits offered for this role are considered the best in the industry.,

As an Insurance Sales Manager in Amritsar and Jalandhar, you will be responsible for managing sales activities in the Life Insurance sector through the Banca channel. Your key responsibilities will include reconciling data received from PCHFL with application forms, resolving discrepancies identified by the operations and underwriting teams, and following up with stakeholders for application clearance. You will be expected to track and report the progress of cases on a daily basis, schedule medical examinations, assist in lead generation for cross-selling opportunities, and provide post-issuance customer service by addressing customer queries and resolving issues related to certificates of insurance. To be successful in this role, you should have 1-2 years of experience in sales, specifically in the insurance, home loan, or banking sectors. A graduate or post-graduate qualification is required, along with key skills in bancassurance, banca sales, cross-selling, and customer service. The salary range for this position is between 2 to 4 Lakhs per annum. If you are passionate about sales and have a professional degree, this opportunity in sales and marketing could be the next step in your career growth.,

The Executive- Sales & Services at Malabar Gold & Diamonds plays a crucial role in achieving individual sales targets and implementing strategies to boost store profits. You will warmly greet customers, understand their needs, and guide them to suitable products, influencing their buying decisions effectively. Engaging customers through suggestive selling and cross promotions, you will ensure customer satisfaction and drive sales. You will also handle queries, address complaints, and provide excellent customer service by educating customers on product details and benefits. Performing remote selling activities and maintaining accurate customer databases are also key responsibilities. Informing customers about special offers, enrolling them in schemes, managing customer orders, and coordinating with SCM/MBMG for timely deliveries are part of your duties. Maintaining stock accuracy, executing visual merchandising guidelines, ensuring jewellery safety, and generating customer leads are vital tasks. You will support in-store events, stay updated on market trends, and assist in BTL marketing efforts. Adhering to grooming standards, following SOPs, preparing sales reports, and focusing on self-development are important aspects of the role. This position requires a candidate with a Graduation or HSC qualification, aged below 33, and having 4 to 5 years of experience in retail sales. The location of this role is in Bhavnagar, Gujarat, India. The salary range offered is as per industry standards in Indian Rupees.,

As a Relationship Manager-Group in the Retail Banking-Rural Banking division of a leading financial institution based in Rajasthan, your primary responsibility is to deepen relationships with Rural Banking accounts and provide exceptional service to customers. Your role involves identifying potential customers, converting them into business opportunities, and managing Joint Liability Groups and centers through the entire process of formation, disbursal, and collection. Additionally, you will lead a team to drive client acquisition, foster household level customer relationships, and maximize lifetime value in each interaction. Your key responsibilities include: - Strengthening the existing portfolio to enhance customer retention - Conducting zoning activities to understand household needs in assigned villages - Performing end-user checks post loan disbursal to meet monthly and annual group loan targets - Assessing client requirements and exploring cross-selling opportunities to drive revenue - Promoting liabilities business in Rural markets through lead generation and account opening - Achieving sales targets through new business acquisition, referrals, and account retention - Ensuring high collections efficiency through discipline and monitoring - Conducting field audits and customer verifications to maintain account quality - Staying informed about market trends and competitor practices - Evaluating growth strategies based on competitor analysis and customer feedback - Recommending process improvements to enhance service quality - Managing a team of field officers, supporting their development and managing attrition - Implementing livelihood and community development initiatives In terms of managerial and leadership responsibilities, you will be tasked with: - Attracting and retaining top talent for key roles within your team - Monitoring employee productivity, hiring quality, and attrition rates to drive improvements - Providing necessary support to enable teams to achieve growth targets effectively The ideal candidate for this role should possess a graduate degree, with post-graduate qualifications being optional. You should have 3-7 years of relevant experience in Rural banking, demonstrating a strong understanding of the sector and a track record of successfully managing customer relationships and driving business growth.,

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 WhatsApp 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

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

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 WhatsApp their CV at 8805901485 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

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

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

- Managing the life insurance sales through assigned Bank Branches. - Handling a team of on-roll managers. - Coordinating between Bank and company from Lead generation to policy conversion. Required Candidate profile Perks and Benefits • Unlimited Incentives for sales • 6 days working,1 Roster off Note • Need Min. 1 year of BFSI sales experience. For better reach you can share your CV @ Karan | 7861004785.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

We’re hiring a dynamic Sales Executive to convert leads, drive new business, and grow client accounts. Ideal candidate is goal-driven, persuasive, and experienced in closing deals and building lasting relationships.