343 Casa Acquisition Jobs - Page 12

*06month - 3 years exp. *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Ready for banking sales *DL & Own Vehicle must *Decent personality & ready to CASA sales *Immediate joiner preferred *Local Market knowledge is a must Perks and benefits Good Incentives, Medical Insurance

ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) BRO - Branch relationship officer : min 2 yrs experience with Retail banking Note: Mention Monika Sharma HR on Top of your CV About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

Strong leadership quality Ability to build a Team Experience {Banking Products} NTB, liability, Branch Banking To achieve the assigned business target of the Region Manage the business profitably Monitor the business quality and customer service Required Candidate profile handle Branch of Bank & Handling Direct Sales Team would be given priority Team Building Sourcing of business thru the Bank Branches and Direct Sales Team, Managing cost of acquisition Perks and benefits Best In BFSI*

Strong leadership quality Ability to build a Team Experience {Banking Products} NTB, liability, Branch Banking To achieve the assigned business target of the Region Manage the business profitably Monitor the business quality and customer service Required Candidate profile handle Branch of Bank & Handling Direct Sales Team would be given priority Team Building Sourcing of business thru the Bank Branches and Direct Sales Team, Managing cost of acquisition Perks and benefits Best In BFSI*

Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 2 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date: 06-06-2025 Timing :10 am to 3 pm Positions: Premium Acquisition Manager Equitas Small Finance Bank Ltd Interview Venue: 1st floor, situated at plot no.72, Road No.70, Journalist Colony - A, Jubilee Hills, Hyderabad - 500033 Preferred candidate profile

Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 2 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 04-06-2025 Timing :10 am to 3 pm Positions: Premium Acquisition Manager Equitas Small Finance Bank Ltd Interview Venue: MIG 288 ROAD NO 4 PHASE I & II KPHB COLONY KUKATPALLY PIN CODE: 500072

Role : Business Development Manager / Business Development Executive Job Description & Eligibility Criteria: Any Graduate / Postgraduate having passion on Sales. Age should not be more than 32 years. Any banking sales executives with experience of 1+ to 4 years in NTB Business. Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset X Sell etc. can apply for the position. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset X Sell Business is mandatory. Excellent Communication Skills in English and Regional Language. Aspirants should be open to travel extensively.

Role : Business Development Manager / Business Development Executive Job Description & Eligibility Criteria: Any Graduate / Postgraduate having passion on Sales. Age should not be more than 32 years. Any banking sales executives with experience of 1+ to 4 years in NTB Business. Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset X Sell etc. can apply for the position. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset X Sell Business is mandatory. Excellent Communication Skills in English and Regional Language. Aspirants should be open to travel extensively.

Role & responsibilities The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High - Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, • Proactively and timely identifies potential problem accounts and formulates appropriate risk • Mitigating strategies. • Manage customer migration between segments, sub-segments and the HNI business. • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. • Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment • Ensure all sales activity is recorded online as per the organizational process (CRM) • Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets • Informs customers about new products or product enhancements to further expand the banking relationship • Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM) Preferred candidate profile

* Field sales CASA/Branch banking/liabilities/portfolio management/cross sale banking products. Selling third party products ( health insurance,life insurance, mutual funds) 1 yrs - 8 yrs All Gurgaon & delhi Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile * Customer orientation. *Responsible for sourcing High-Value CASA customers.

Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required PRM/CARM - Min. 5 years of experience is required Walk in Drive Details Date : 2nd June'25 Time :12 to 4 PM Venue : Hdfc Bank Ltd, Ground Floor, Shop No 4 , 5 And 6, Shivalik Shilp 2 , Near Keshavbaug , Vastrapur - Ahmedabad Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com and sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

1. Min. 1 years of relevant branch banking experience in CASA acquisition from open market 2. Candidates who has experience in sales should only apply. 3. The role entails acquiring new customers for the bank's current and savings accounts.

Role: Bank Officer - CASA Role & Responsibility: • Setup meeting according to leads provided by the branch. • Meet client and explain about available products. Opening Saving Account & Current Account with the potential client and lead generated Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. • Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Requirements: Any Graduate with good analytical and sales skills to be considered • Responsible for achieving business targets for open market liabilities (across all products) Preferred experience of 1-2 years in banking liability sales(CASA, FD) from the local area i.e. • Must have CASA product knowledge. Any open market sales experience will be considered if interested in CASA Sales. Note : Carry Updated Resume along with Aadhar, pan Card & Salary slip Role & responsibilities Interview Venue: AU Small Finance Bank, 2nd Floor, G Wing, Kanakia Zillion, Near Kurla Depot, Kurla West

We are hiring for CASA sales officer for one of leading Pvt Bank in Odisha. Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

BUSINESS DEVELOPMENT MANAGER EMERGING CORPORATES Job Description Acquiring of Current Account Customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high - quality of current account Proactive registration and activation of acquired customers to direct banking channels. Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customers. Assist and support the Area Sales Manager in the catchment mapping and scoping exercise. Provide regular feedback to Area Sales Manager on opportunities and customer needs Ensure quality sourcing in line with the Bank policy Preferred candidate profile 2-7 years of experience in BFSI. Candidates from other industries having flair for open market sales are welcome. Salary as per industrial norms.

Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business. Generating Incremental Business: Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships. Increase CASA balance in allocated portfolio either through Deepening or Acquisition. Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Face to the client and First person Responsible for service and sales satisfaction of mapped clients. Investment Advisory: Financial Planning and Investment Advisory to HNI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance. Process and Audit: Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Self-Management Responsibilities: Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities: Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

* Field sales CASA/Branch banking/liabilities/portfolio management/cross sale banking products. Selling third party products ( health insurance,life insurance, mutual funds) 1 yrs - 8 yrs All Gurgaon & delhi Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile * Customer orientation. *Responsible for sourcing High-Value CASA customers.

Designation: Branch Relationship Manager Office Location: Jaipur Position description: Team Handling Role Job Purpose Qualification Graduate, Preferably Post Graduate Relevant Experience 6-7 years of Banking experience Functional Competencies Selling skills, Negotiation Skills, Team Handling Behavioural Competencies Job Responsibilities Financial Responsibilities Devise action plan for the Branch and ensure that Liabilities business -(Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Setting liabilities acquisition targets for the team. Responsible for visiting critical clients along with Team Leaders and FOS as well as meeting with industry associations to help in building affiliations. Sales Conduct market surveys and visualize products or its variants directed to meet the needs of the population of functional Area Build a robust liabilities base for the branch in terms of numbers and volumes Build the Channel: Sales Strategy for maximizing CASA sales and penetration Conceptualize and execute periodic sales campaigns and product promotions including participation in rural melas and district programmes Mapping the market demands to available suite of products and ensuring sales Cross sell Trade Finance/Insurance products to increase fee-based income through SME business Non Financial Responsibilities Operation Responsible for ensuring a superior customer experience while on boarding accounts at the branch as well as smooth and efficient transactions for all customers. People Management Responsibilities also include motivating as well as maintaining productivity of FOS team. Also responsible for the effective hiring, training and retention of Team Leaders and FOS. Placement of Team leader(s) through appropriate arrangement in consultation with BM Train the team members at periodic intervals in New products, features and competition Ensure team strengths are maintained at approved levels and Manage attritions through motivation and job satisfaction Ensure high levels of business productivity amongst team members Compliance & Risk Responsibilities Maintain Co-ordination between Branch Manager and Banks other departments Effective follow up and taking regular reviews of team members to ensure meeting of business goals Maintain highest standards of post sales contacts and service to key customers Ensure ethical practices in acquisition and servicing Provide product improvement feedback to Branch Manager/Product Manager Key Responsibility Responsible for planning and implementing sales and marketing activities within a branch or location in order to grow the Retail Liabilities business. Is responsible for expansion of business relationships and increase business from the existing relationships and Deepening the customer relationships Supporting team members in achieving high calling and conversion rates. Originate, Coordinate and Support sales campaigns & promotions of products

Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relationships for both liability and retail asset products. 6. Inform clients about new products and enhancements to deepen and broaden banking relationships. 7. Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite. 8. Manage segment-wise customer migration to enhance profitability and optimize service delivery. Additional Responsibilities: 1. Deliver a superior service experience that exceeds the expectations of AU clients. 2. Proactively identify potential problem accounts and implement risk-mitigating strategies. 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. 5. Accurately and consistently record all sales and client engagement activities in the CRM system. 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management. 7. Foster long-term client relationships through trust, transparency, and proactive engagement. Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Identify opportunities for cross-selling of bank's products such as Retail Liabilities, Portfolio Management, HNI Client Handling, and HNI Sales. Develop strategies to increase revenue growth through effective relationship management. Collaborate with internal teams to resolve customer issues and improve overall customer satisfaction. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 5-10 years of experience in retail branch banking or related field. Proven track record of success in acquiring new customers and growing existing relationships. Strong understanding of Casa Acquisition, Casa Sales, Retail Liabilities, and HNI Client Handling skills. Ability to work independently with minimal supervision while meeting targets set by the organization.

Designation: Bank Officer Branch Banking Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines. Educational qualifications preferred Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time. Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler

Job Responsibilities: Administer and ensure compliance to all sales practices in branch Maintain the productivity of the sales officers (SOs) Meet the business targets Identify sales opportunities Direct operational activities on a day-to-day basis Generate leads for new business and customers Prepare and analyze profit and loss statement for branch Deliverables: Provide training to the sales officer (SOs) Source accounts of small businesses and as well as households Achieve sales targets Guide sales officers and introduce clients to them Maintain stability in smooth-functioning of the activities in branch Maintain knowledge on all bank products and services and assist to resolve customer queries Skills and Competencies: Product and process knowledge Able to motivate a team Communication and management skills Analytical skills Result Oriented Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

* Field sales CASA/Branch banking/liabilities/portfolio management/cross sale banking products. Selling third party products ( health insurance,life insurance, mutual funds) 1 yrs - 8 yrs All Gurgaon Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile * Customer orientation. *Responsible for sourcing High-Value CASA customers.

*06month - 3 years exp. *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Ready for banking sales *DL & Own Vehicle must *Decent personality & ready to CASA sales *Immediate joiner preferred *Local Market knowledge is a must Perks and benefits Good Incentives, Medical Insurance

We are hiring for CASA sales officer for one of leading Pvt Bank in Odisha. Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.