290 Crossselling Jobs - Page 9

This role is for one of the Weekday's clients. You will be a Wealth Relationship Manager with a minimum of 5 years of experience, based in Ahmedabad, Hyderabad, or Delhi, working full-time. Your main responsibility will be to provide dynamic and client-focused financial guidance, particularly in fixed deposit sales. You will leverage your financial expertise and relationship management skills to help clients achieve their financial objectives while contributing to the firm's growth. This position offers a competitive compensation package along with attractive commissions, comprehensive health benefits, and a collaborative work environment. Your key responsibilities will include supporting Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives. You will build and maintain long-term client relationships by understanding their financial goals, risk appetite, and investment preferences. Conducting financial assessments to evaluate clients" current situations and identifying opportunities for wealth growth through fixed deposits and related products will be essential. Additionally, you will develop personalized financial plans, recommend suitable fixed deposit options, and explore cross-sell and up-sell opportunities across the product suite. Market and product research will be necessary to provide informed recommendations aligned with client objectives and current financial trends. Proactively managing and reviewing client portfolios to ensure alignment with objectives, adjusting as needed based on market dynamics or changing client needs will also be part of your responsibilities. You will provide continuous financial guidance, address client queries, and offer tailored wealth management solutions. Collaborating with internal teams such as tax advisors, legal, and estate planning to deliver comprehensive financial strategies is also expected. Your contribution to the company's financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.) will be crucial. It is essential to stay informed about market movements, economic indicators, and regulatory updates to provide timely and compliant client advisories. To excel in this role, you should have proven experience in fixed deposit sales, wealth management, or financial product distribution. Your ability to cross-sell and up-sell investment products and services will be vital. Excellent interpersonal and communication skills are required to engage and retain clients effectively. You should possess the ability to conduct financial planning and understand diverse client needs. Familiarity with regulatory guidelines related to financial products and advisory services is necessary. A goal-oriented mindset with a commitment to delivering results and ensuring client satisfaction will set you up for success. Key Skills: - Fixed Deposit Sales (FD Sales) - Wealth Management - Client Relationship Management - Cross-Selling - Upselling - Financial Planning - Investment Advisory,

You will be responsible for Sales and Customer Acquisition: - Increase the client database and generate immediate volume and revenue by leveraging your experience. - Sell all products such as import LCL, FCL & Export LCL, FCL, etc., as advised. - Focus on developing trade lanes with the support of the team. - Monitor and follow up on sales calls to ensure business generation. - Provide proper service levels to existing clients to maintain their continuous support. - Secure new business from clients through sales calls. - Prepare daily call reports and update them in the CRM package. - Develop monthly sales planning projections to achieve goals. - Review monthly performance based on the sales plan and submit structured reports. - Monitor market information about competitors. - Manage outstanding statements and ensure timely collections. - Obtain proper credit commitments from clients. - Maintain outstanding below 60 days as per company policy. - Negotiate better ocean freight from agents/Liners. Client Management: - Develop and nurture professional and personal relationships with key resources and touchpoints across the assigned client base. - Facilitate client engagement to ensure satisfaction, business retention, and opportunity development. - Create top-of-mind awareness and identity for the CFS through client engagement tactics. - Provide excellent customer service support and gather customer feedback on services. - Visit each assigned client at a frequency determined by business value and potential. - Notify clients of any developments likely to impact their business promptly. - Identify and convert cross-selling opportunities using commercial judgment. - Ensure client rebates align with CFS management guidelines. - Implement and monitor CRM programs for respective clients.,

As a Direct Sales - Relationship Manager based in Calicut, your main responsibility will be to coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives. You will be required to make appointments with potential customers, explore their financial needs in life-related investment and insurance areas, and select the appropriate product from our company's range to meet those needs. Your goal will be to gain customer agreement to purchase and accurately complete all sales documentation. Building a strong customer base is essential in this role in order to explore opportunities for cross-selling and up-selling. You will also be expected to obtain referrals to further prospects where appropriate. Facilitating the completion of medical reports and ensuring the prompt issue of policy documents will be crucial to ensure sales completion. Adherence to the company's sales process and the timely submission of various reports will also be part of your responsibilities. To be successful in this role, you should be under 35 years of age and hold a degree or diploma. This is a full-time position with benefits including cell phone reimbursement, health insurance, internet reimbursement, and provident fund. Proficiency in English is preferred for this role, and you will be required to work in person at the designated location. If you are looking to join a dynamic team and play a key role in driving sales growth while providing excellent customer service, this position could be the perfect fit for you.,

The job involves working as a Sales Expert and Counselor in the International Education department at Mohan Estate, South Delhi. The ideal candidate should have a minimum of 2 years of experience in Study Abroad Counseling or International Education Test-Prep Sales. The primary functions of the role include Student Counseling, Study Abroad Sales, and Test-Prep Advisory. As a Sales & Counseling expert, your responsibilities will include building and managing a strong sales pipeline, converting leads, meeting/exceeding monthly targets, making outbound calls, guiding students/parents through the international admissions process, promoting Premium Admission Consulting and Test-Prep services, upselling and cross-selling relevant offerings, ensuring compliance and documentation, maintaining post-sales support, handling escalations, and ensuring 100% client satisfaction. To be successful in this role, you should be passionate about Sales and Counseling, enjoy engaging with people via calls/online platforms, be a fast learner with a growth mindset, and continuously seek better ways to do things. Preferred background includes prior experience in Study Abroad Consulting or Overseas Education Firms, familiarity with Test-Prep Institutes, and a proven track record in selling education packages or providing academic counseling. If you are interested in this position, please share your updated resume at nistha.malhotra@careerlauncher.com with the subject "Application for Senior Counselor - International Education".,

As a Telecaller at Keekoo Hospitality in Nashik, your primary responsibility will be to convert inquiries into confirmed bookings, handle customer interactions over phone calls, maintain the sales pipeline, and support upselling initiatives. Your role is crucial in ensuring a seamless and delightful guest experience starting from the inquiry stage. Your key responsibilities will include proactively following up on leads, meeting conversion targets, maintaining accurate records of interactions, providing prompt and satisfactory responses to guest inquiries, maintaining deep knowledge of Keekoo properties, building trust with potential clients, keeping the sales tracker updated, monitoring lead flow, addressing guest concerns professionally, engaging guests with warmth and empathy, ensuring high standards of customer service, identifying upselling opportunities, and tailoring suggestions based on guest preferences. The ideal candidate for this position should have at least 2-3 years of experience in telecalling or customer service, preferably in the hospitality or service sector. Prior experience with premium service providers like American Express will be advantageous. You should be comfortable working in a 12-hour shift as per business needs, possess strong communication skills in English and Hindi/Marathi, exhibit confidence, patience, and a positive attitude towards handling client interactions. If you are passionate about travel, hospitality, and establishing enduring customer relationships, we are excited to have you join our team at Keekoo Hospitality.,

As a team member under the guidance of your Supervisor/Manager, your responsibilities will include: - Identifying potential customers for business with the assistance of your Supervisor/Manager. - Collecting customer documents and validating them according to the organization's norms. - Logging cases in the system following the Standard Operating Procedures (SOP) and adhering to the disbursement process. - Meeting the organization's Sanction ratio requirements. - Addressing customer requirements and cross-selling multiple products under the supervision of your Supervisor/Manager. - Assisting in the empanelment of new vendors and nurturing relationships with them in coordination with your Manager/Supervisor. - Ensuring compliance with all Audit/RBI regulations with the support and guidance of your Manager/Supervisor.,

The ideal candidate should have experience in conducting training sessions for retail frontline teams, focusing on product knowledge, process improvement, and soft skills development. You should be proficient in utilizing digital tools and Learning Management System (LMS) platforms to facilitate hybrid and virtual learning opportunities. Additionally, you should have a track record of conducting training sessions on grooming, customer service, and sales etiquette that are in alignment with brand standards. Your expertise should include training frontline teams on effective upselling, cross-selling techniques, and the handling of high-value clients. Experience in providing training for staff in luxury and fine jewellery retail would be considered advantageous for this role. Your ability to engage, educate, and empower retail employees to deliver exceptional customer experiences will be crucial for success in this position.,

The job involves performing the following tasks under the guidance and direction of a Supervisor/Manager: Identifying potential customers for business with the assistance of Supervisor/Manager. Collecting documents from customers and validating them according to organizational norms. Logging cases in the system following Standard Operating Procedures (SOP) and adhering to the disbursement process. Meeting the Sanction ratio as required by the organization. Meeting customer requirements and cross-selling multiple products under the guidance of Supervisor/Manager. Assisting in the empanelment of new vendors and developing relationships with them under the guidance of Manager/Supervisor. Ensuring compliance with all Audit/RBI regulations with the help of Manager/Supervisor.,

You will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for new business opportunities with the assistance of your Supervisor or Manager. - Collect necessary documents from customers and ensure they are validated according to the organization's norms. - Log the case in the system following the standard operating procedures (SOP) and adhere to the disbursement process. - Meet the Sanction ratio as required by the organization. - Address customer requirements and cross-sell multiple products under the supervision of your Supervisor or Manager. - Assist in the empanelment of new vendors and establish and maintain relationships with them in collaboration with your Manager or Supervisor. - Ensure compliance with all Audit and Reserve Bank of India (RBI) regulations with the support of your Manager or Supervisor.,

As a part of the team, you will perform the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business development in collaboration with your Supervisor/Manager. - Collect necessary documents from customers and validate them according to the organization's norms. - Log the case in the system following the Standard Operating Procedures (SOP) and adhere to the disbursement process. - Meet the sanction ratio as per the organization's requirements. - Address customer requirements and cross-sell multiple products while being guided by your Supervisor/Manager. - Work with your Manager/Supervisor to empanel new vendors and establish and nurture relationships with them. - Ensure compliance with all Audit/RBI regulations with the assistance of your Manager/Supervisor.,

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 cases in the system following the Standard Operating Procedures (SOP) and adhere to the process for disbursement. - Ensure the fulfillment of the Sanction ratio as per the organization's requirements. - Meet customer requirements and cross-sell multiple products under the guidance of your Supervisor or Manager. - Assist your Manager or Supervisor in empanelling new vendors and developing relationships with them. - Work with your Manager or Supervisor to ensure compliance with all Audit and RBI regulations.,

Join TeamViewer, the leader in remote connectivity software, and be a part of a dynamic team that leverages cutting-edge technologies such as Augmented Reality and Artificial Intelligence to drive innovation and shape the future of digitalization. With a global team of over 1,500 employees spanning various continents, cultures, and disciplines, we embrace diversity and value the unique perspectives and talents that each individual brings to the table. As a Customer Renewal Specialist on our Retention team, your primary focus will be on engaging existing customers to ensure a high level of service and retention. You will establish and nurture business relationships with TeamViewer customers through telephone and email interactions, identifying cross-selling and up-selling opportunities within the customer base. Additionally, you will follow up with customers to prevent churn, negotiate renewals, and gather feedback to enhance internal processes and foster customer loyalty. To excel in this role, fluency in German is essential, while proficiency in English is mandatory and knowledge of additional languages is advantageous. You should have prior experience in sales, customer retention, or customer service, preferably with a background in up-selling and cross-selling. Familiarity with the IT environment and SaaS concepts is desirable, along with strong communication skills, a positive attitude, and the ability to work effectively within an international team. Key requirements include the capacity to manage multiple accounts and tasks concurrently, promptly address customer issues to uphold satisfaction levels, meticulously handle customer data and renewal processes, and demonstrate a steadfast dedication to delivering exceptional customer service. Collaboration with various departments to achieve common objectives and adaptability to a fast-paced, high-workload environment are also essential traits. In return, TeamViewer offers an office location in Mumbai, a hybrid working arrangement, regular team events, shared staff lunches, complimentary refreshments, opportunities to attend events like the F1, and a celebration of diversity within the APAC team, which comprises individuals from 22 different nationalities. Join us in creating a world that works better and be a part of our innovative and inclusive workplace.,

The job involves performing the following tasks under the guidance and direction of the Supervisor/Manager: Identifying potential customers for business with the assistance of Supervisor/Manager. Collecting documents from customers and validating them according to organizational norms. Logging cases in the system following standard operating procedures and adhering to the disbursement process. Meeting the Sanction ratio as required by the organization. Meeting customer requirements and cross-selling multiple products under the guidance of Supervisor/Manager. Assisting in the empanelment of new vendors and developing relationships with them under the guidance of Manager/Supervisor. Ensuring compliance with all Audit/RBI regulations with the help of Manager/Supervisor.,

As a member of the team, you will perform the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business with the assistance of your Supervisor or Manager. - Collect necessary documents from customers and validate them according to the organization's norms. - Log the case in the system following the Standard Operating Procedures (SOP) and adhere to the process for disbursement. - Achieve 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 guidance of your Manager or Supervisor. - Ensure compliance with all Audit and Reserve Bank of India (RBI) regulations with the support of your Manager or Supervisor.,

The role of an Elite Banker-NRI in the Retail Liabilities department is crucial to the bank's operations. As the Acquisition Manager, your primary responsibility will be to attract new customers and facilitate the account opening process efficiently. Your focus will include driving mobile banking usage, enhancing cross-selling of products, and enrolling customers in the relationship banking program. It is essential to prioritize customer satisfaction, retention, and possess a comprehensive understanding of the bank's offerings, RM goals, systems, and product cross-sell procedures. Your key responsibilities will involve sourcing new customers through digital leads and references, ensuring seamless onboarding, promoting bank products, and building up the CASA value post-account opening. Additionally, you are expected to address customer queries promptly, comply with bank policies, and advocate the benefits of the Relationship Banking program. In addition to your primary duties, you will play a role in auditing for compliance, delivering exceptional customer service, and fostering a customer-first culture within the team. Your managerial responsibilities extend to leading by example, monitoring team performance, optimizing data analytics for marketing strategies, and overseeing the recruitment of VRM zonal heads as per zonal requirements. To qualify for this position, you should hold a graduate or post-graduate degree and possess 2-5 years of relevant experience in banking or allied business. Your expertise, leadership skills, and customer-centric approach will be instrumental in achieving customer satisfaction, operational excellence, and business growth.,

As a professional responsible for managing online sales platforms, you will be in charge of overseeing various channels such as the company website, e-commerce portals, and marketplaces. Your primary focus will be on generating leads and converting them through digital outreach methods like email, chat, and social media. You will need to promptly respond to customer inquiries received via website forms, live chat, or email. Additionally, your role will involve creating and maintaining accurate product listings with detailed descriptions, pricing information, and appealing visuals to attract potential buyers. A crucial aspect of your job will be to track and analyze website traffic and sales data to identify opportunities for optimization. You will collaborate closely with the marketing teams to execute promotions and campaigns effectively. Furthermore, you will be expected to upsell and cross-sell products based on customer behavior and preferences. It will also be your responsibility to ensure smooth order processing by coordinating with logistics and support teams. Monitoring customer feedback and proactively resolving any complaints to enhance overall satisfaction levels will be essential. Keeping yourself updated on digital trends and competitor strategies will also be a part of your regular tasks. This is a full-time, permanent position requiring you to work night shifts during the US shift from Monday to Friday at the work location in person. If you are interested in this opportunity, please contact the employer at +91 9700544577 for further discussions.,

As a Senior Manager/Manager in Learning and Development (L&D), you will play a crucial role in overseeing all aspects of the L&D function concerning employee development and training within the organization. Your key responsibilities will revolve around collaborating with the Leadership team to identify, design, and execute training initiatives for the entire organization. This includes evaluating the effectiveness of training programs and taking necessary actions to ensure alignment with the organization's goals. Additionally, you will be tasked with implementing industry best practices in retail, particularly focusing on enhancing customer service, boosting sales performance through techniques like upselling and cross-selling. Utilizing HRMS platforms for the deployment of learning management systems will be a core part of your role. You will be instrumental in training employees on delivering exceptional customer service, fostering a positive customer-centric environment, and guiding them on behaviors that contribute to outstanding customer satisfaction. Your expertise in employing effective training methodologies will be critical in ensuring that employees grasp customer service concepts and exhibit the necessary skills to enhance customer experience. Furthermore, you will be responsible for coordinating various training programs, identifying participants, addressing performance gaps, and collaborating with managers to design and implement tailored training interventions to enhance overall performance. Aligning existing training programs with key business metrics to drive meaningful business impact will be essential. In addition, you will spearhead the development of an internal team of trainers for continuous employee development, as well as engage with external agencies to fulfill specific training requirements. Your role will also involve collecting feedback on training initiatives and refining training materials to ensure their effectiveness. Ideally, you should hold a degree in Hotel Management coupled with a minimum of 10 years of hands-on operational and L&D experience in the Hospitality industry. Candidates with multilingual proficiency and a willingness to travel extensively across South India will be given preference, considering the regional scope of the role.,

You will be performing the following tasks under the guidance and direction of your Supervisor or Manager: Identifying potential customers for business with the assistance of your Supervisor or Manager. Collecting documents from customers and validating them in accordance with the organization's norms. Logging the case in the system as per standard operating procedures (SOP) and following the process for disbursement. Fulfilling the Sanction ratio as per the organization's requirements. Meeting customer requirements and cross-selling multiple products, under the guidance of your Supervisor or Manager. Assisting in the empanelment of new vendors and developing relationships with them, with the help of your Manager or Supervisor. Ensuring compliance with all Audit and RBI regulations, with the assistance of your Manager or Supervisor.,

You will be responsible for achieving business targets by acquiring new client relationships and maintaining them. As a Graduate in any discipline, you will identify target areas for prospective business and pre-screen customer segments according to organizational norms. Your key tasks will include ensuring the number of logins along with disbursements and maintaining a high level of customer satisfaction. To achieve this, you will proactively understand customer needs and cross-sell multiple products as required. In this role, you will also be expected to execute sales promotion activities to generate customer interest in the TCFSL brand. Building strong client relationships, both internally and externally, and establishing a strong brand identification with potential customers will be crucial. Additionally, you will be responsible for vendor empanelment, developing relationships with new vendors, and establishing strong distribution channels. Another important aspect of your role will be ensuring compliance with all Audit and RBI regulations. By effectively managing these various responsibilities, you will play a key role in driving the success and growth of the organization.,

You will perform the following tasks under the guidance and direction of your Supervisor/Manager: - Identify potential customers for business with the assistance of your Supervisor/Manager. - Collect documents from customers and validate them according to the organization's norms. - Log cases in the system following the Standard Operating Procedures (SOP) and adhere to the process for disbursement. - Achieve the Sanction ratio as required by the organization. - Meet customer requirements and cross-sell multiple products under the guidance of your Supervisor/Manager. - Assist in the empanelment of new vendors and develop relationships with them under the guidance of your Manager/Supervisor. - Ensure compliance with all Audit/RBI regulations with the help of your Manager/Supervisor.,

As a Teller at IDFC FIRST Bank in Delhi, India, you will play a crucial role in delivering exceptional customer service and conducting various banking transactions for our valued customers. Your responsibilities will include assisting customers with inquiries, providing information on bank products and services, recommending solutions to meet customer needs, and cross-selling bank products. You will also be responsible for maintaining a balanced cash drawer, adhering to cash handling procedures, following bank policies and procedures to ensure compliance with regulations and security measures, collaborating with team members to achieve branch goals, and participating in training and development programs to enhance your job knowledge and skills. To qualify for this position, you should have a high school diploma or equivalent, with previous experience in banking or customer service being preferred. Strong communication and interpersonal skills are essential, along with the ability to work in a fast-paced environment, handle multiple tasks simultaneously, and demonstrate proficiency in basic computer skills and knowledge of banking systems. Attention to detail, accuracy, confidentiality, and adherence to bank policies and procedures are also key requirements. Additionally, you should be willing to work flexible hours, including weekends and holidays. IDFC FIRST Bank offers a competitive salary and benefits package, along with opportunities for growth and advancement within the company. If you are passionate about providing exceptional customer service and have a keen interest in the banking industry, we invite you to apply for the Teller position in Delhi. Join our team and become a part of a dynamic and expanding organization.,

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. Additionally, you will be expected to process orders, returns, and exchanges accurately and efficiently. It will also be part of your role to assist customers with troubleshooting and technical support for our products. Collaboration with other departments to resolve customer issues and improve service will be crucial. You will need to maintain accurate records of customer interactions and transactions. Identifying opportunities to upsell or cross-sell products to customers to increase sales will also be an important aspect of your responsibilities. Xtreme Coolers Pvt Ltd is a leading provider of air-cooling, heating, and ventilation solutions based in India. Founded in 2008, the company has grown into a comprehensive solution provider for delivering cool, clean, and fresh air to expansive areas and factories. The core values of Xtreme Coolers Pvt Ltd include prioritizing 100% customer satisfaction as a commitment and privilege. Customer service is viewed as a personal and professional privilege, with humility and trust as guiding principles. Customers are treated with honor and hospitality akin to guests in their own homes. The company upholds ethical business practices, including ethics, lawful behavior, and good corporate citizenship as paramount to financial gains. Aspiring to leadership with humility is encouraged, earned daily through dedication to customer success and active listening.,

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. Your role will involve ensuring the number of log ins along with disbursements and maintaining a high level of customer satisfaction by proactively understanding customer needs and cross-selling multiple products as required. Additionally, you will execute sales promotion activities to generate customer interest in the TCFSL brand. It will be crucial for you to build strong client relationships both internally and externally, establishing a strong brand identity with potential customers. You will also be tasked with vendor empanelment and developing relationships with new vendors, as well as building strong distribution channels. Furthermore, you must ensure compliance with all Audit and RBI regulations to maintain the integrity of the business operations.,

As a key member of the Lockton Global Solutions (LGS) team, your role as a Global Client Manager is crucial in providing high-quality insurance-related support to both clients and internal teams. Your proactive and solutions-oriented approach will ensure smooth operations, timely query resolution, and effective delivery of post-sale services, ultimately enhancing client satisfaction and compliance with global and local insurance standards. Your responsibilities will include serving as the primary point of contact for LGS teams and clients, building and maintaining strong client relationships, coordinating with local teams and partners, structuring and managing insurance policies, assessing client risks, resolving client queries and issues, identifying cross-selling and upselling opportunities, ensuring compliance and documentation standards, and managing claims processing. To excel in this role, you must possess competencies such as customer focus, effective communication skills, problem-solving and decision-making abilities, team collaboration, and strong interpersonal skills. Your ability to exceed client expectations, deliver clear and concise communication, analyze and resolve issues promptly, collaborate effectively with global and local teams, and build positive relationships will be key to your success. At Lockton, we value our associates and offer a supportive work environment with opportunities for growth and recognition. In addition to a competitive salary and benefits package, we provide medical insurance, life insurance, critical illness insurance, annual medical checkups, vision care programs, flexible benefits, birthday leave, education allowances, and voluntary contributions for the MPF Scheme. If you are looking for a rewarding career with a global leader in insurance brokerage, we encourage you to send your detailed resume and expected salary to our Human Resources Department at Sneha.hundekar@lockton.com. All information provided will be handled confidentially and used solely for recruitment purposes in accordance with Lockton's personal data policies. We look forward to welcoming a dedicated and talented professional to join our team and contribute to our continued success.,

You will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business opportunities with the assistance of your Supervisor or Manager. - Collect necessary documents from customers and validate them according to the organization's norms. - Log the case in the system following the standard operating procedures (SOP) and adhere to the process for disbursement. - Ensure the fulfilment 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. - Collaborate with your Manager or Supervisor to empanel new vendors and cultivate strong relationships with them. - Work together with your Manager or Supervisor to ensure compliance with all audit and RBI regulations.,