X-Sell Relationship Officer

1 day ago

Council Hall Police Commissioner Office Pune, India Muthoot Finance Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Job Title: Cross-Sell Relationship Officer – Home Loans

Department: Sales / Cross-Sell

Location: JM road, Shivaji Nagar, Pune

Reports To: Sales Manager / Cross-Sell Manager

Job Purpose - To drive cross-selling of financial products to existing home loan customers, increase wallet share, and enhance customer engagement for the NBFC.

Key Responsibilities

  • Identify cross-sell opportunities from the existing home loan customer base.
  • Pitch and sell relevant financial products such as insurance (life/general), personal loans, credit cards, top-up loans, and fixed deposits.
  • Maintain regular contact with home loan customers to understand their financial needs.
  • Ensure high customer satisfaction through effective communication and post-sales service.
  • Coordinate with internal departments (credit, operations, collections) to ensure smooth processing of cross-sell products.
  • Meet or exceed assigned monthly/quarterly cross-sell targets.
  • Maintain accurate records of customer interactions and transactions using CRM or MIS tools.

Requirements -

Education: Graduate (Any stream). MBA preferred but not mandatory.

Experience: 0–3 years of experience in sales, preferably in financial services or NBFCs.

Skills: Strong communication and interpersonal skills.

  • Sales and target-oriented mindset.
  • Basic knowledge of financial products.
  • Ability to build and maintain relationships.

Key Performance Indicators (KPIs)

  • Number and value of cross-sell conversions.
  • Conversion rate from leads to sales.
  • Customer retention and satisfaction scores.
  • Timeliness and accuracy of documentation.

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