4849 Cross Selling Jobs

Role & responsibilities To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set. Preferred candidate profile Looking for a candidate who is having Minimum 2+ years of work experience in the Customer engagement role.

Role Description: Customer Renewals is an integral piece of Meltwater, this role is focused to not only help retain our customers, but to ensure they are set up for success with the platform. As a Renewals Manager, you will be responsible for promoting adoption and customer retention for a specific book of accounts. The primary objective is to drive on-time renewal revenue, for extended periods of time. To accomplish this, you will partner with your extended account teams to ensure maximum value is being provided to customers. You will interact and build relationships with customers to ensure they are aware and leveraging the resources Meltwater has to offer, whether it is training, support services, new release information, events, all to ensure the customer is successful using the Meltwater software. Some of the things you'll be doing include Renewal Revenue Quota: Core Job Responsibilities: Sales & Operational: Directly responsible for renewal contract opportunities, revenue, and renewal rates for assigned territory. Conduct sales activities like making a high volume of calls and emails each week, planning ahead, forecasting etc to drive renewals to closure Manage and be responsible for gross churn, net retention, and revenue for assigned territories Stay up to date with Meltwater product training and market benchmarks Identify opportunities to retain as well as opportunities for extended terms & additional growth. Be an expert in Meltwater products, as customers will need help with training, deployment and adoption to ensure customer success, which drives their renewals. Manage the different facets of subscription and support renewals Prepare the renewal letters, quotations, invoices, and notifications Contact clients directly to negotiate terms and conditions and render renewal contracts Position services and escalate pain points to the Sales and Customer Success team Forecast trends and suggestions on how those trends can enhance retention rates Bridge between Sales, Finance and Customer Success Refine renewal strategies that proactively engage a client in chopping the churn rates Augment the upsell and cross-sell opportunities Work with the product team to receive feedback on the growing requirements of a customer Who you are (For Job Ad): You have at least 1-3 years of account management and/or renewal experience Salesforce.com or a similar CRM system exposure is added advantage Strong Written & Verbal communication skills Willing to go the extra mile with a strong work ethic; Self-directed & resource Operationally Excellent Ability to manage a highly transactional work environment Ability to excel at time management and prioritization Strong interpersonal skills and strive to maintain strong relationships with customers & colleagues Best in class customer service and communication skills over the phone & in email Experience with renewal process and/or background in software preferred. Requirements for the job: Work Experience 2-9 years of experience in sales or account management Relevant industry experience in media monitoring/SaaS/PR/Marketing Education Graduate in any field Competencies Required: Technical Generic Sales Excellence Business Foresight Client Centricity Business Need Analysis Project Management Business Negotiation Cross-functional collaboration Interpersonal skills Innovative Mindset Leadership Problem Solving Communication

Role & responsibilities Answer customer queries professionally through all the servicing channels and provide information / resolutions within the specified turnaround time. Record and categorize all customer interactions. Interact with internal department for query resolution, maintain regular follow-ups. Provide regular updates to the Customer for attempted open cases. Adhere to the servicing escalation matrix so that specified TATs are achieved. Preferred candidate profile Graduation. 0-1 year of experience. Good written and Verbal communication skills Experience with Similar Background Interested candidate can share their updated CVs at neha.singh@sharekhan.com or can directly connect on 8655403320

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.

Roles and Responsibilities Manage a team of customer success professionals to drive revenue growth through cross selling, upselling, and retention strategies. Identify new business opportunities by leveraging existing relationships with key decision-makers at target companies. Collaborate with internal stakeholders to ensure seamless delivery of services across departments such as sales, marketing, and operations. Supporting Actions Opportunity identification cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Cross LOB communication Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Managing lead generation and closure Ensure robust lead generation by networking across CSEs of various units to drive cross sell opportunities Follow up with sales teams for closure of leads generated Query redressal De-bottlenecking any issues, wherever needed Achieving new client acquisition & cross sell targets Ensuring the new client acquisition targets for the branch are achieved Ensuring consistent delivery of cross-sell product/service offerings, driving innovation basis contextual needs of the customer Tracking scale and quality on a day to day basis and identifying opportunities for improvement

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

MEGA OPENINGS FOR BANKING CLIENT AND NBFC IN HYDERABAD,CHENNAI & ERODE 1. Platinum Relationship Manager (Bank) Location: Hyderabad Job Role: Experience in Retail Banking preferably in relationship management, Sales & dealing with HNI Clients. 2. Relationship Officer(Bank) Location: Hyderabad/Chennai Job Role: Experience in Banking Sales with CASA, Corporate Salary products 3. Territory Sales Manager(NBFC) Location: Chennai Job Role: Experience in Sales of any BFSI products. It is an individual Role 4. Relationship Officer/Relationship Manager(NBFC) Location: Erode Job Role: Exp in Sales dealing with Secured Business Loan or LAP

Dear Candidates, Greetings from Andromeda Sales and Distribution Pvt Ltd Current Opening:- Business Development Executive/Manager/ASM/Sales Manager/ZM/Sr. Manager/Branch Manager/Tele caller with the leading Financial Firm Product :- All Types Of Loans(Secured/Unsecured Loans) Duties and Responsibilities:- Maintain and develop good relationship with customers through personal contact or meetings or via telephone etc. Must act as a bridge between the company and its current market and future markets. Develop relationship with Builders, Realtors, CA, DSA and corporates to leverage business. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Ability to drive sales targets of multiple loan products PL,BL,HL,ML,LAP, etc. Have interactions with bankers of various products for smooth processing of files. Will be responsible from file logins to disbursement, must align with bank policies & take care of compliance in each step of the process. Collecting documents according to the checklist from the customers Provide accurate feedback on future buying trends to their respective employers. Looking for candidate who managed team and done individual business as well in sales Maintain proper MIS and also give proper feedback time to time on various market related activities Key Skills: Candidate should have excellent communication skills. Good presentation skills. Have strong leadership skills. Ability to interact effectively with a wide range staff throughout the company. Be motivated and results driven. Experience in a Sales driven organization (/BFSI/Telecom/Insurance/Real Estate) FRESHERS WELCOME! Qualification:- Any Graduate/MBA-Finance/Marketing CTC:- Freshers 1.44Lac pa To 03Lac pa + Incentive + Contest(Based on Candidate) Experience:- 3Lac pa To 12Lac pa + Incentive + Contest(Based on Candidate) Location:- Santacruz(Kalina) / Kurla(Kalina) / Thane / Vashi / Kalyan / Borivali / Goregaon / Kandivali / Vidya vihar. Working Days:- Monday To Saturday (all 6days) Contact Person: Ishwari - 9082992675 Interested candidates can forward their resume at ishwari.jadhav@andromeda.in You can even refer your friends also for the same.

Efficiently execute equity & derivatives trades, provide real-time insights, advise clients on portfolio strategy, risk, and product upgrades (MFs, PMS, AIFs), ensure compliance, and build long-term relationships with tailored financial solutions.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Customer Service Executive Ghansoli, Mumbai | 2.5 – 3.20 LPA | Freshers & 1-3 yrs exp Join India’s 3rd largest banking financial company! Handle customer queries on Trading & Demat accounts Voice & Non-Voice (calls, emails, chats) Required Candidate profile Good English & Hindi communication needed Basic computer skills + problem-solving attitude call 8080126356 Ekta www.hyfly.in

Join the 3rd largest bank broking firm as a Quality Auditor Key Responsibilities: Audit dealer-client order placement calls Identify and report discrepancies/non-compliance Prepare detailed audit reports Collaborate with compliance & training teams Required Candidate profile 1-3 years experience in quality audit/compliance (financial services preferred) Knowledge of stock exchange regulations Bachelor’s degree Fluency in Malayalam, Bengali or Telugu call 9082104424 Sanika

Department: Customer Support Operations Process: International Non-Voice (Chat Support) Telecom Sector Location: Hyderabad Employment Type: Full-time | Rotational Shifts | Work from Office Job Summary: We are seeking enthusiastic and customer-focused individuals to join our International Chat Support Team in the telecom domain. The role involves assisting global customers via chat by resolving queries, troubleshooting issues, and ensuring a smooth customer experience. This is a non-voice process requiring strong written communication skills and the ability to multitask in a dynamic environment. Key Responsibilities: Handle multiple customer chats simultaneously to resolve queries Provide accurate, timely, and effective responses while maintaining professional etiquette Adhere to process guidelines and quality standards Collaborate with team leads and support functions to improve customer satisfaction Qualifications & Skills: Minimum qualification: Graduate or Undergraduate in any discipline Freshers and experienced candidates are welcome (except B.E./B.Tech/Masters Freshers) Excellent written communication skills in English Good typing speed with accuracy (minimum 2225 WPM preferred) Ability to work in a fast-paced environment and flexible to work in rotational shifts Preferred Attributes: Prior experience in chat support or customer service (international process preferred) Strong problem-solving skills and attention to detail Positive attitude, team player, and goal-oriented mindset "Mention HR Nawaz on your resume." Disclaimer: Firstsource follows a fair, transparent, and merit-based hiring process. We never ask for money at any stage. Beware of fraudulent offers and always verify through our official channels or @firstsource.com email addresses.

Role & responsibilities Acquire New Franchisee and Service existing Franchisee. Acquire more franchise through events & various source such as referrals, data & Cold calling. Continuously provide feedback on competitive activities and track market development. Third party product cross sell. Acquire min 2 franchise per month with min 50k average revenue per franchise. Achieve min 1x of CTC MoM A Candidate should have a minimum of 1 year experience in franchise acquisition, sales, B2B or B2C market.

Overview : - We are seeking a dynamic and results-driven Key Account Manager to join our team. As a Key Account Manager, you will be responsible for maintaining and expanding relationships with strategically important clients. You will be the primary point of contact for key clients, working to ensure their satisfaction and driving the growth of these accounts. Responsibilities : 1. Develop and nurture strong relationships with key clients, serving as their main point of contact and building a deep understanding of their business needs, objectives, and challenges. 2. Create and execute strategic account plans that align with the company's objectives and the clients' goals, identifying growth opportunities and maximizing value for both parties. 3. Collaborate with cross-functional teams including Sales, Marketing, and Customer Service to address customer needs and develop tailored solutions that meet client objectives. 4. Drive revenue growth through upselling, cross-selling, and identifying new business opportunities within the key accounts. 5. Monitor account performance and key metrics, preparing regular reports and providing insights to both the client and internal teams to drive continuous improvement and success. 6. Proactively manage and resolve any issues or concerns that arise, ensuring a high level of customer satisfaction and retention. 7. Stay updated on industry trends and market conditions to anticipate the needs of key clients and provide innovative solutions and services. 8. Negotiate contracts and agreements with clients, ensuring mutually beneficial terms for both parties. 9. Travel to meet with clients as necessary and attend industry events and conferences to strengthen relationships and gather market insights. Qualifications : 1. Bachelor's degree in Business Administration, Sales, Marketing, or a related field. A master's degree is a plus. 2. Proven experience in key account management, sales, or relevant customer-facing roles. 3. Demonstrated success in meeting and exceeding sales targets and KPIs. 4. Excellent communication and negotiation skills. 5. Strong problem-solving abilities and a strategic mindset. 6. Ability to manage multiple projects and relationships simultaneously. 7. Proficiency in CRM software and Microsoft Office Suite. 8. Willingness to travel as needed.

Responsibilities - Efficiently manage client portfolio and ensure excellent support service. - Demonstrate in-depth knowledge of the clients' business and industry, stay current on news, trends, and issues, and take an active interest in the client's business. - Manage quality implementation for the client portfolio within budget and timelines. - Ideate and implement the monthly plans for all clients. - Own responsibilities for executional leadership of multiple client programs, budgets, timeline and plans. - Drive development of tactical plans, translating strategies into tactics; ensure team deliverables align with strategies. - Proactively support and suggest improvements to exceed client expectations by leveraging knowledge and experience. - Manage ongoing team resourcing/staffing to ensure successful delivery - Responsible for client retention, renewals and value add. - Key account management and upselling/cross selling of various services. - Team retention and management (empower the team to grow continuously (training etc)) Skills - Strong decision-making - Team management, people development - High proficiency of digital and social - Great communication (both verbal and written) Experience - 8-10 yrs of work experience in Public Relations

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Vidya -9773553319 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

1.To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. 2.Building Relationship and Motivate branch staff to help generate leads. Providing after sales services to clients. Required Candidate profile 1. Age between 23 - 38 yrs 2. At least 1 year of Sales experience in Insurance or Banking Sector 3. Good Communication Skill 4. Should be good at creating and maintaining Relationships. Perks and benefits 1.5K Mobile +2.5 K Travel Allowance +Incentives

We are looking for a highly skilled and experienced professional to join our team as an Officer in Retail Branch Operations - Housing - Branch Operations. The ideal candidate will have 6-7 years of experience in the banking industry, preferably with TATA CAPITAL LIMITED. Roles and Responsibility Manage and oversee daily retail branch operations, ensuring efficient and effective service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives and goals. Analyze and resolve complex operational issues, providing solutions and alternatives. Train and guide junior staff members to improve their skills and knowledge. Maintain accurate records and reports, ensuring compliance with regulatory requirements. Job Requirements Strong understanding of banking operations, including housing and retail branch management. Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders. Proficient in MS Office and other relevant software applications. Ability to analyze data and make informed decisions to drive business growth. Strong problem-solving and critical thinking skills, with attention to detail and accuracy. Experience working in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

Job Description: Our client servicing professionals focus on managing clients, maintaining a long term relationship with clients and maximizing sales opportunities within them. • This position allows you to build productive, professional relationships with key personnel in assigned client accounts. • Our top client servicing professionals are passionate and driven in order to produce top results, all the while maintaining integrity. • Position holder will be a team leader, responsible to generate revenue through serving existing clients, managing their retention and renewal year on year and upsell with his/her team. • The job encompasses complete P&L responsibility of a team of 5 Executives. He/She shall be responsible to plan, execute and build and leverage relationships with existing clients through proactive, creative and ongoing client service to ensure retention of clients. Job Responsibilities: Servicing the existing clients.Achievement of monthly, quarterly and annual sales targets by generating revenue from existing paid members. • Responsible for client retention, per client revenue optimization & renewals with his/her team.Keep a close track on work in process, customer complaints and accounts receivables. • Monitoring and analysis of key data of the region allocated including sales figures, sales personnel, productivity ratios, clients work status and receivables. • Accurately forecasts weekly, monthly, quarterly and yearly revenue streams.Identifying the opportunity & problem areas, preparing the action plan for achieving the key sales figures and presenting the Branch Sales reports • Actively driving and ensuring sale target achievement, management of sales support function and timely work completion of customers. • Recruit, develop & ensure Retention of respective team by formulating their development plans, meeting their training needs and communicating with them on a regular basis. • Record performance metrics and monitoring key parameters to increase the overall productivity of the sales personnel. • Drive performance incentive structure and sales promotion schemes.Collecting market feedback and provide periodic updates to the management for formulation of policy & strategy. Skills Required: Quick thinking , Problem-solving , Verbal communication , Active listening , Innovative vision , Foresight to anticipate , create new opportunities Candidate Attributes: Quick thinking, Problem-solving, Verbal communication, Active listening, Innovative vision, Foresight to anticipate, create new opportunities

Drive quarterly sales targets, upsell to clients, manage key accounts, retain and revive clients, plan sales calls, ensure satisfaction, coordinate dispatch, order booking, and payments as single point of contact. Required Candidate profile Experienced sales professional skilled in client management, upselling, target achievement, and account growth. Strong in follow-ups, retention, and coordination from order to payment

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Effectively resolving customer queries or complaints - at the first instance - with excellent customer satisfaction scores and minimum call handling time, Cross-sell / upsell products like loans, mortgages, priority / elite accounts, etc Required Candidate profile Wanted immediate joiners, Excellent Hindi and English is required , No Night Shift for females, For Males Night Shift allowance will given ,

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Urgent Hiring for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership. Qualification: Graduate Work experience : 5+ years Any other Experience required : Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below : Senior Relationship Manager 6+ years Relationship Manager 3 6 years If interested kindly send resume at qcnaukri5@gmail.com or DM/what's app at 7506571833