X-Sell Relationship Officer
2 days ago
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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