1389 Cross Sales Jobs

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company 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. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

Immediate joiners required Min 1yr Life insurance sales experience required(life,general,bfsi) Age upto-35 Any graduate Ctc+travelling allowance+Incentives based on performance Interested candidate contact-6369423324

Job description Roles and Responsibilities Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Candidate passed 2023/2024 can also apply. Location: Ludhiana ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************

Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates please share updated resume at devashree.lad@hdfcsec.com

Urgent Opening Banca channel Designation :- Relationship Manager Exp :- Min 1-3 Year exp In life Insurance Health Insurance, General Insurance, Bfsi sales, Banking Sales Ctc ;- 4.5 lPA+Attractive Incentive Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Urgent Required Agency channel Designation :- AM/ADM/Sr,AM/RM Exp :- Min 1-3 Year exp In life insurance, Health Insurance , general Insurance , Bfsi sales, Any sales exp CTC :- 5.5 Lpa+incentive Contact :- HR Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Job description Roles and Responsibilities Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Candidate passed 2023/2024/2025 can also apply. ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************

Role & responsibilities 1. Candidates must have experience into handling a good team size ( 10 +) and must be aware about his KRAs and KPIs. 2. Candidate must be from Outbound Process. 3. Candidate should have strong knowledge of Attrition, Shrinkage and Manpower calculation. 4.Candidate must have experience of 1.5+ years on the same designation. 5. Candidate should be aware of Dialer / Tele sales / Lead Generation / Lead distribution / Tracking Team Target / Implementing Sales strategies. Preferred candidate profile Preferrable from telesales , outbound sales, inside sales , B2C sales Background Perks and benefits Unlimited Incentives GMC Flexi Benefits Interested candidates can share their updated CV at Kanishkabisht@policybazaar.com or whatsapp at 9582253267 Along with the following details Total Experience Current CTC Expected CTC Notice Period Team Size Age Current Loc

urgent Vacancy Banca channel Exp :- Min 1-3 year exp in Life insurance , Health insurance , Any sales exp , Any Banking sales exp, Banca sales Age up to : - 38 ctc: - 5.5 Lpa+incentive +Travelling Allowances contact : -Hr Prajakta 9325687615 Required Candidate profile Any Banking sales , Credit card sales, Casa sales, Cross sales, Life insurance sales, Any Insurance sales exp candidate apply

Job description Roles and Responsibilities Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Candidate passed 2023/2024/2025 can apply. Location: Sec-5 PANCHKULA, KALKA, PATIALA , LUDHIANA ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************

urgent Vacancy Banca channel Exp :- Min 1-3 year exp in Life insurance , Health insurance , Any sales exp , Any Banking sales exp, Banca sales Age up to : - 38 ctc: - 3.5 Lpa+incentive +Travelling Allowances contact : -Hr Prajakta 9325687615 Required Candidate profile Any Banking sales , Credit card sales, Casa sales, Cross sales, Life insurance sales, Any Insurance sales exp candidate apply

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank. languages Requirement: Gujarati, Bengali, Marati and Tamil.

Post : Branch Sales Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must be required • Must have 1 YRS of experience in Life Insurance / Banca / Insurance Sales • Good Communication skills For more information Call OR WhatsApp : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Contact potential customers to explain product offerings Manage and support the sales team Build strong relationships with costomer Follow up with interested clients and complete the sales process Achieve monthly & quarterly sales targets Required Candidate profile Graduate in any field At least 2 years of sales experience, preferably in BFSI Must be a local candidate Understanding of financial products and customer needs Target-driven with a proactive approach

Manage and support the sales team Contact potential customers to explain product offerings Achieve and exceed sales targets Train and guide team members Follow up with interested clients and complete the sales process Required Candidate profile Graduate in any field At least 2 years of sales experience, preferably in BFSI Must be a local candidate Understanding of financial products and customer needs Kevisha Lathiya | 88490 20556

Walk-in interview for the role of Gold Appraiser and Customer Care Executive Job Location: Across Pune (Pune- Bhosari,Dighi,Kalewadi,Sangavi,Pimpri,Dange chowk,Sambhaji Nagar) Qualification- Any Graduate Department: Gold Loan (Sales) Gold Appraiser - Graduate with minimum 1 year of experience in sales or Gold valuation Customer Care Executive - Fresher or 1 year experience in customer care/Sales. Interview date: 26th June 2025 (Thursday) Interview Time: 10am to 5pm Interview Venue: Hadapsar : IIFL Finance, Shop No 1, CTS No 2521/2522, Ground Floor, Deluxe Fortune Mall, Shastri Nagar, Pune-411017 Contact: Pratap Gavali Carry below documents- 1. Updated Resume 2. Aadhar and Pan Card

Walk-in interview for the role of Gold Appraiser and Customer Care Executive Job Location: Across Pune (Pune-Sinhagad.Shukrawar peth, Bibvewadi, Katraj, Ghorpadi, Aundh) Qualification- Any Graduate Department: Gold Loan (Sales) Gold Appraiser - Graduate with minimum 1 year of experience in sales or Gold valuation Customer Care Executive - Fresher or 1 year experience in customer care/Sales. Interview date: 26th June 2025 (Thursday) Interview Time: 10am to 5pm Interview Venue: Shukrawar Peth : IIFL Finance, H No 1420, Ground Floor, Opposite YL Thatte Hospital, Bajirao Road, Shukrawar Peth, Pune-411002 Contact: Rajendra Gunga Carry below documents- 1. Updated Resume 2. Aadhar and Pan Card

Meet sales targets through direct marketing & outside sales Sells Current Account/ Saving Account / Salary accounts Conduct field sales activities for banking services Monitor field activities & ensure daily reporting Motivate team to exceed targets Required Candidate profile Good communication skill in both English and the local language. Excellent lead generation and conversion skill Must be Graduate candidate should be ready for field work Should be Local Age- 22 to 35 Perks and benefits Medical & Health Insurance Bonus + Incentives

graduate from any Stream min - 0.6 - 2 Y exp in sales with Good skills Open to travel Handle existing customers, build relationships, cross-sell financial products, and ensure post-sales service and comp. Fixed salary + Incentives PF Health Insurance

Process: Customer service - Sbi life insurance - HSC to any graduate - Salary: 13k To 22K Inhand (Depends on last drawn) - location: malad and virar, Mumbai - Totally office work - Fresher apply now - Lang: Marathi-Hindi /English (Linguistic) Required Candidate profile Qualifications:- Min HSC salary :- 13,000 to 22,000 Inhand To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758 Perks and benefits Good salary with unlimited Incentives

Process: Customer service - Sbi life insurance - HSC to any graduate - Salary: 15k To 25K Inhand (Depends on last drawn) - location: malad and virar, Mumbai - Totally office work - Fresher apply now - Lang: Marathi-Hindi /English (Linguistic) Required Candidate profile Qualifications:- Min HSC salary :- 15,000 to 25,000 Inhand To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758 Perks and benefits Good salary with unlimited Incentives

Process:- SBI LIFE INSURANCE (Telesales) Good Communication Freshers/Experienced both can apply. Min qualification- Graduate Freshers or any Telesales experience with Excellent Comms skills Shift: 9:30AM to 6:30PM ICICI Savings ( Life Insurance) good communication skills Freshers or Min 6 months of BPO Graduate & HSC Pass both can apply Candidate should be ok communication in English & Hindi ICICI NPS (Retirement & Pension Plans) good communication skills , Freshers or Min 6 months of BPO Experience is required Graduate & HSC Candidates can apply HDFC Life ( VRM ) Candidate with min 6 months of Life Insurance is required HSC & Graduate candidates both can apply. Candidate should be ok communication in English & Hindi Desired Candidate Profile:- Min qualification-HSC 15,000 to 30,000 in hand (Salary will be closed on the basis of the candidates skillset and previous package) How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Neha : 9168991284

Process: SBI Life Insurance / ICICI Term (Life Insurance) / Need - Fresher or Experience with Good Communication Qualification - Min HSC Salary- Upto 25,000 inhand + Unlimited Incentives Rounds of Interview: HR / OPS Required Candidate profile Job location - Malad & Virar 15,000 to 25,000 in hand (Salary will be closed on the basis of the candidate’s skillset and previous package) More Detail Call HR Neha :- 9168991284 Perks and benefits Unlimited incentives

Recruit and develop new agents for life insurance sales. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. To build relationships with existing customer Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience: Sales experience of 1+ years • Age: Between 21 to 38 years For better reach you can share your CV @ Varsha| 9638991062