Sales Executive - Cross Sell

Key Responsibilities

• Promote and cross-sell financial products such as personal loans, credit cards, and other offerings to existing and new customers
• Achieve monthly and quarterly assigned sales targets through effective customer engagement
• Conduct field visits, tele-calling, and partner location interactions to generate business leads
• Educate customers on product features, benefits, eligibility, and application process
• Build and maintain long-term customer relationships to drive repeat business and referrals
• Collect and verify KYC documents, ensuring compliance with internal policies and regulatory guidelines
• Coordinate with internal branch teams and external channel partners to optimize sales outcomes
• Provide timely updates and reports on sales performance, customer feedback, and local market trends