696 Crossselling Jobs - Page 27

As a successful candidate for this role, you will be responsible for achieving business targets by acquiring new client relationships and maintaining them. You will play a critical role in identifying target areas for prospective business and pre-screening customer segments according to organizational norms. Your primary focus will be on ensuring the number of logins along with disbursements, while maintaining a high level of customer satisfaction through proactive understanding of customer needs and cross-selling multiple products as required. To excel in this position, you will need to execute sales promotion activities to enhance customer interest in the TCFSL brand. Building strong clien...

Job Description: IDFC FIRST Bank is looking for a highly motivated and experienced Private Banker/ Partner to join the First Private team in the West region. As a Private Banker/ Partner, you will be responsible for managing a portfolio of high net worth clients in Mumbai, Maharashtra, India, and providing them with personalized banking and investment solutions. You should have a strong background in wealth management and sales, with a proven track record of building and nurturing relationships with high net worth individuals. Your key responsibilities will include developing and maintaining relationships with high net worth clients, understanding their financial goals, and offering customiz...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across ~500 branches in the country. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, DBS aims to support customers at every life stage. The primary goal of this role is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients with an AUM greater than INR 1 million through a need-based approach. This involves ensuring client coverage and product penetration by cross-selling and up-selling DBS products and services. Additionally, the rol...

You will be performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business in collaboration with your Supervisor or Manager. - Collect documents from customers and validate them according to organizational norms. - Log the case in the system following the Standard Operating Procedures (SOP) and adhere to the process for disbursement. - Ensure fulfillment of the Sanction ratio as per the organization's requirements. - Meet customer requirements and cross-sell multiple products under the supervision of your Supervisor or Manager. - Assist in the empanelment of new vendors and develop relationships with them under the g...

As a member of the team, you will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager. Your main responsibilities will include: - Identifying potential customers for business opportunities in collaboration with the Supervisor or Manager. - Collecting necessary documents from customers and validating them according to the organization's norms. - Logging the case in the system following the Standard Operating Procedures (SOP) and adhering to the process for disbursement. - Ensuring the fulfillment of the Sanction ratio as per the organization's requirements. - Meeting customer requirements and cross-selling multiple products, with su...

The role requires you to perform the following tasks under the guidance and direction of your Supervisor or Manager. You will be responsible for identifying potential customers for business with the assistance of your Supervisor or Manager. This includes collecting documents from customers and validating them according to the organization's norms. Your duties will also involve logging cases in the system following standard operating procedures and adhering to the disbursement process. It is essential to meet the Sanction ratio as per the organization's requirements. You will also need to meet customer requirements and cross-sell multiple products under the guidance of your Supervisor or Mana...

The job is located in Pune/Mumbai, Maharashtra and falls under the IT/ITeS industry. The ideal candidate should possess a minimum of 3 years of relevant experience. As a part of the job responsibilities, you will be required to engage in B2B sales of the company's Cloud Management Services. This includes sending proposals for the respective product to customers, following up for orders, and maintaining a strong sales pipeline to achieve monthly/quarterly/annual targets. Additionally, you will be responsible for preparing reports based on collected data and analysis. The role will also involve traveling to customer locations and potential industry hubs such as commercial complexes and MIDC ar...

As a member of our team at Sharma, headquartered in Noida, Uttar Pradesh, you will be a part of a dynamic organization with investors such as Softbank, Ant Financial, AGH Holdings, SAIF Partners, Berkshire Hathaway, T Rowe Price, and Discovery Capital. Your role will involve driving and growing revenue for a portfolio of accounts, focusing on the following expectations and requirements: - You will be responsible for growing distribution and market share in your assigned area of operations. - Identifying and recruiting a team to align and drive business in the market will be a key aspect of your role. - Your skills in coaching, mentoring, and quick learning will enable you to grasp and apply ...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across approximately 500 branches in the country. As a market leader in the consumer banking business, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. In this role, your main objective is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients who have Assets Under Management (AUM) greater than or equal to INR 1 million. You will adopt a need-based approach to ensure client coverage and p...

The responsibilities include: - Performing the following tasks under the guidance/direction of Supervisor/Manager - Identifying potential customers for business with the help of Supervisor/Manager - Collecting documents from customers and validating them according to organization norms - Logging cases in the system as per Standard Operating Procedures (SOP) and following the process for disbursement - Fulfilling the sanction ratio as per organization's requirements - Meeting customer requirements and cross-selling multiple products under the guidance of Supervisor/Manager - Empaneling new vendors and developing relationships with them with the help of Manager/Supervisor - Ensuring compliance...

You will be responsible for achieving business targets by acquiring new client relationships and maintaining them. As a Graduate in any discipline, you will need to identify target areas for prospective business and pre-screen customer segments according to the organization's norms. Your role will also involve ensuring the number of logins along with disbursement and maintaining a high level of customer satisfaction by proactively understanding customer needs and cross-selling multiple products as required. In this position, you will execute sales promotion activities to generate customer interest in the TCFSL brand and build strong client relationships both internally and externally. It wil...

You will be responsible for responding to customer inquiries and complaints in a professional and timely manner. This includes providing product information, pricing, and availability to customers. You will also be expected to process orders, returns, and exchanges accurately and efficiently. Another key aspect of your role will be assisting customers with troubleshooting and providing technical support for our products. It will be important for you to collaborate with other departments to resolve customer issues and continually work towards improving service levels. Additionally, maintaining accurate records of customer interactions and transactions will be a crucial part of your responsibi...

Job Description: IDFC FIRST Bank is looking for a dedicated individual to join the Retail Banking team as a Banker-Authorizer_Pipeline in Jalandhar, Punjab, India. As a Banker-Authorizer_Pipeline, you will be responsible for authorizing and processing customer transactions, ensuring compliance with banking regulations, providing exceptional customer service, promoting bank products, maintaining transaction records, collaborating with team members, and supporting in training new team members. Key Responsibilities: - Authorize and process customer transactions such as deposits, withdrawals, and transfers. - Ensure compliance with all banking regulations and policies. - Provide excellent custom...

Job Description: As a Partner-First Private at IDFC FIRST Bank, you will play a crucial role in managing and expanding the private banking business in Chandigarh. Your primary responsibility will be to collaborate with the Wealth Management team to deliver tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will contribute to the growth of the bank's private banking segment while ensuring adherence to regulatory and internal guidelines. Your tasks will include developing and executing a strategic plan to attract new private banking clients, fostering strong connections with current clients to enhance thei...

As a Strategic Account Manager specializing in Channel Loyalty at Elevatoz, you will play a crucial role in designing, implementing, and managing loyalty programs to engage channel partners and customers. Your responsibilities will revolve around client relationship management, strategy development, program optimization, and data analysis to measure program effectiveness. Located in Bengaluru, this full-time on-site position offers a unique opportunity to work with some of the biggest brands in the country. Your primary focus will be on owning and building relationships with assigned channel loyalty clients, serving as the key representative of Elevatoz. By establishing strong and trusted co...

The role of Relationship Manager-Rural Business Banking at IDFC FIRST Bank in Sirhind, Punjab, India, is a key position within the Rural Banking department. As a Relationship Manager, your primary objective will be to effectively manage and expand the business banking portfolio in the rural regions of Punjab. Your responsibilities will include nurturing and enhancing relationships with existing as well as prospective business banking clients in the rural areas of Punjab. You will be expected to identify and onboard new clients by leveraging various channels such as referrals, cold calling, and networking. Conducting thorough financial analysis and risk evaluations of potential clients to ass...

As a Sales Executive at Godrej Capital, you will play a crucial role in selling Affordable Housing products and executing the AH strategy to exceed branch goals. Your responsibilities will include managing relationships with DSAs, connectors, and individual leads, monitoring the distribution network, and planning sales promotion activities. You will be responsible for handling documentation and providing customer support for loan applications, as well as coordinating with support functions to ensure timely service delivery. Your role will also involve providing regular updates to customers on the status of their loans, promoting a culture of customer satisfaction, and maintaining databases, ...

You will be responsible for originating New-To-Bank (NTB) prospects through direct sourcing and open market channels. Your primary focus will be on acquiring customers and advancing their proposals up to the stage of disbursement. Additionally, you will meet with existing customers to identify business opportunities, ultimately leading to revenue generation. Your role will involve catering to businesses with turnovers ranging from Rs 100 to 500 crores in the Emerging Business segment, Rs 500 to 1000 crores in the Mid Corporate segment, and Rs 1000 crores and above in the Large Corporate segment. You will provide various working capital facilities tailored to each client's needs, including Ov...

The Relationship Manager (Sales & Dealer) position at Indira Securities Pvt Ltd involves a range of responsibilities in the Broking & Financial Services industry, specifically located in Bhilai and Raipur (CG). As a Relationship Manager, your main tasks will include client acquisition and retention by onboarding new clients, maintaining relationships, and providing investment advisory services. You will be expected to achieve revenue targets through brokerage, cross-selling, and increasing trade volumes. Additionally, you will need to handle customer queries, resolve issues, and coordinate with back-office operations to ensure excellent customer service. Moreover, the role will require you t...

As a candidate for this role, you will be responsible for achieving business targets by acquiring new client relationships and maintaining them. This will involve identifying target areas for prospective business, pre-screening customer segments according to organizational norms, and ensuring both the number of logins and disbursements. Your focus will be on ensuring a high level of customer satisfaction by proactively understanding their needs and cross-selling multiple products as required. You will also be expected to execute sales promotion activities to generate customer interest in the TCFSL brand and build strong client relationships internally and externally to establish a clear bran...

As a Customer Service Executive in the financial services sector, your primary responsibility will be to handle various customer service requirements including account opening, DMAT account opening, addressing grievances, selling liability products, educating customers on product features, and facilitating cheque book issuance. The quality of advice you provide to customers, as evaluated by both customers and supervisors, will be a key performance indicator. Additionally, your speed and efficiency in delivering services will be closely monitored. You will be expected to meet sales targets for both bank and investment products by not only addressing the customer's stated needs but also by ide...

You will be responsible for achieving business targets by acquiring new client relationships and maintaining them. As a Graduate in any discipline, you will need to identify target areas for prospective business and pre-screen customer segments according to organizational norms. It will be your responsibility to ensure the number of logins along with disbursements and maintain a high level of customer satisfaction by proactively understanding customer needs and cross-selling multiple products as required. You will be expected to execute sales promotion activities to generate customer interest in the TCFSL brand and build strong client relationships internally and externally, fostering a stro...

As a Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations, your primary responsibility will be to handle various customer service requirements such as account opening, DMAT account opening, addressing grievances, selling liability products, educating customers on product features, and issuing cheque books. The quality of advice provided to customers, as evaluated by customers and supervisors, will be a key performance indicator. Additionally, your speed and efficiency in delivering services and achieving sales targets for bank and investment products will be crucial. You will be expected to go beyond the expressed needs of customers by recommending other suitable...

You will be responsible for achieving business targets by acquiring new client relationships and maintaining them. Your role will involve identifying target areas for prospective business, pre-screening customer segments according to organization norms, and ensuring the number of logins along with disbursements. To ensure high customer satisfaction levels, you will need to proactively understand customer needs and cross-sell multiple products as per their requirements. Executing sales promotion activities to generate customer interest in the TCFSL brand will also be a key part of your responsibilities. Building strong client relationships internally and externally, as well as establishing a ...

You will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business in collaboration with your Supervisor or Manager. - Collect documents from customers and validate them according to the organization's norms. - Log the case in the system following the Standard Operating Procedure (SOP) and adhere to the process for disbursement. - Meet the sanction ratio as required by the organization. - Meet customer requirements and cross-sell multiple products with the guidance of your Supervisor or Manager. - Assist in empaneling new vendors and developing relationships with them under the supervision of ...