Financial Relationship Growth Expert

6 days ago

Bengaluru Bangalore Visakhapatnam, India beBeeCrossSell Full time ₹ 6,00,000 - ₹ 12,00,000

Job Overview

  • We are seeking a talented professional to join our team as a Cross-Sell Specialist. In this role, you will be responsible for identifying and capitalizing on cross-sell opportunities with existing customers.
  • You will work closely with sales teams to generate leads and close deals, ensuring consistent achievement of new client acquisition targets for the branch.
About the Role
  • The ideal candidate will have a strong drive to achieve and excel in sales and customer relationship management.
  • You will need to possess excellent communication skills (written & oral) and a flair for sales and marketing in the open market through self-sourcing for multi-line products.
  • A proven track record of 2–5 years' experience in selling multiple financial products is required.

Cross-Sell Specialist Responsibilities

  • Mine cross-sell opportunities from centrally shared customer data.
  • Understand customer insights and pitch cross-sell opportunities directly or through Customer Service Executives (CSEs) of units.
  • Stay updated on the product bouquet and identify fitment with different customer personas.
  • Identify opportunities to offer combination solutions based on customer needs.
  • Build and nurture strong relationships with CSEs to enable scale in cross-sell opportunities and enhance customer lifecycle value.
  • Collaborate with cross-unit teams to set and achieve targets for cross-sell, new client acquisition, and products per customer.
  • Generate robust leads by networking across CSEs of multiple units.
  • Follow up with sales teams for lead closures.
  • Ensure new client acquisition targets for the branch are consistently achieved.
  • Deliver cross-sell product/service offerings with innovation tailored to customer needs.
  • Track scale and quality of cross-sell activities daily and identify areas for improvement.
Preferred Candidate Profile
  • Self-starter with strong drive to achieve and excel.
  • Excellent communication skills (written & oral).
  • Flair for sales and marketing in the open market through self-sourcing for multi-line products.
  • Proven track record of 2–5 years' experience in selling multiple financial products.

  • Financial Accountant

    2 days ago

    Visakhapatnam, India Unity Growth Full time

    Job Title:Financial Accountant Experience:4+ years Salary:Minimum 4L Location:Visakhapatnam Office Work Hours:8pm to 5am About Unity Growth Fund Unity Growth Fund is an emerging venture capital firm based in Washington DC, specializing in private investments in the technology sector. Our portfolio includes over 25 disruptive companies, including SpaceX,...

  • Financial Growth Strategist

    1 week ago

    Bengaluru, Karnataka, India beBeeRelationshipManagement Full time

    Job Title: Business Growth ExpertWe are seeking an experienced Business Growth Expert to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with existing clients to increase business growth.The ideal candidate will have a proven track record in sales and relationship management in...

  • Relationship Manager

    4 weeks ago

    Bengaluru, Karnataka, India Expert Claim Solutions Full time

    Job Title : Marketing Relationship Manager Company : Expert Claim Solutions India Pvt Ltd Location : Bangalore Experience : Minimum 1 to 2 years (with SME broker engagement) Industry : Insurance Sector About Expert Claim Solutions : We are dedicated to simplifying and enhancing the insurance claims experience for their corporate as well as their individual...

  • Financial Relationship Manager

    1 week ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Description:As a seasoned financial expert, you will be responsible for cultivating and expanding relationships with high-net-worth clients, focusing on both liabilities and investment products.Identify opportunities for business growth within existing client relationships and develop strategies to capitalize on these prospects.Meet sales targets across...

  • Financial Expert for Strategic Growth

    2 weeks ago

    Bengaluru, Karnataka, India beBeefinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    About the Role:We are seeking a Financial Expert to join our team and support our strategic growth initiatives. As a key member of our finance team, you will play a vital role in shaping our financial strategy and driving business growth.Key Responsibilities:Develop and implement financial models to inform business decisionsAnalyze financial performance and...

  • Financial Systems Expert

    1 week ago

    Bengaluru, Karnataka, India beBeeExpert Full time ₹ 12,00,000 - ₹ 15,00,000

    Financial Systems ExpertAs a Financial Systems Expert, you will be an integral part of the Finance team and play a vital role in facilitating effective communication with business users in a global environment.Key Responsibilities:Collaborate with cross-functional teams to implement financial systems and processes that align with organizational goals.Analyze...

  • NRI Financial Expert

    2 weeks ago

    Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000

    Job DescriptionWe are seeking a skilled relationship manager to play a pivotal role in building and maintaining strong relationships with our NRI clients.The successful candidate will be responsible for understanding the banking and investment needs of our clients and providing expert advice on financial products including NRI accounts, deposits, mutual...

  • Relationship Manager

    2 weeks ago

    Hyderabad, Visakhapatnam, India Samsiddhi Business Solutions Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    A Geojit Financial Services Relationship Manager (RM) is responsible for client acquisition, portfolio management, and cross-selling financial products like mutual funds, equities, and insurance. Key duties include prospecting for new clients, maintaining communication with existing clients, achieving sales targets, and ensuring growth in Assets Under...

  • Financial Growth Expert

    2 weeks ago

    Bengaluru, Karnataka, India beBeeFinance Full time ₹ 9,00,000 - ₹ 12,00,000

    Unit Finance Head RoleJob Summary:As a pioneer in healthcare, we are seeking an experienced Unit Finance Head to lead our finance team and drive financial growth.Identify revenue streams and manage costs to achieve desired EBITDA.Develop and implement finance strategies for the unit.Provide timely financial reports and budgets to achieve hospital...

  • Relationship Manager

    2 days ago

    Bengaluru, India Myalternates Financial Services Full time

    Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their...