343 Casa Acquisition Jobs - Page 13

ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) 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"

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) for retail liabilities business. Identify new sales opportunities through networking, referrals, and market research to acquire new customers. Develop strong relationships with existing clients to increase wallet share and product penetration. Collaborate with internal teams such as Sales, Service Operations, and Product Management to resolve customer issues and improve overall service delivery. Analyze market trends and competitor activity to stay ahead in the competition. Casa sales and ops Interested candidates can reach out through ( Kavya.p@vipanyglobal.com/kavya.p-8341137995)

Looking for Bank Officer/ Relationship Officer Location: Meerut 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. Achieving overall numbers and value targets as per scorecard.

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/BSM - Min. 5 years of experience is required Those who are interested can share their Resume on below mail ID sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

1.To do marketing activities and generate leads for acquiring HNI/Affluent customers. 2.Build a database of customer leads through references. 3.Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement

Company: Utkarsh Small Finance Bank Locations: Pattom Thiruvananthapuram , Kochi , Thrissur, Kerla , Kozhikode , Pathanamthitta , Malappuram , Kalamassery, Kochi , Alapuzha , Palakkad , Kollam , Kottayam Role & responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of RTD (FD, RD etc.) Activate Accounts opened, UPI accounts, Savings balance and includes Insurance, etc. Participate in branch activities and migration events around the catchment area. Build strong relationship with internal teams to leverage existing relationships from other. Conduct low-cost micro marketing activities around catchment areas for lead generations Preferred candidate profile Graduate/post-graduate 1 - 2years of relevant experience Core Competencies Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented Excellent verbal and written communication skills Technical Experience And Competencies Banking knowledge Computer Skills and digital knowledge Good network in the market send your cv to arkconsultantspvtltd@gmail.com

Qualification & Skills: Experience in casa sales preferred Banking Experience required. BFSI experienced candidate can also apply Applicable for both Male/Female candidates Must be graduate Candidate should be working Key Responsibilities: Acquire new customers by generating leads from the market and from existing customers. * Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise. * Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio. * Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others * Upgrading customer on the 4 pillars of digital banking like banking transaction, bill payment, shopping, investing and loans. * Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products. * Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products. Note- Walking interview only Mode of work- Work from office(6 days)

Job description Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Location - Kakinada Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Interested candidate can share me your updated resume priyanka.bangera.ext@yesbank.in

Work Location: Ahmedabad, Baroda, Surat, Rajkot, Bhavnagar, Valsad, Kachchh Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition/SM CASA Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-6 years of experience in BFSI 2. Graduate or Postgraduate degree Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Smita Roy(HR) WALK-IN DRIVE ADDRESS :- Walk-in Venue: IndusInd Bank Ltd. 9th Floor, New Tower, Hyatt Regency Complex, Block A, District Centre, Bhikaji Cama Place, R. K. Puram, New Delhi 110 066

Role & responsibilities : Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience Sales of bank products like Savings / Current account opening, DMAT account Opening, grievance handling, liability product selling in open market Meet Sales targets allocated Going beyond the professional need of the customer by providing other products Enhance customer value for the Bank Cross-sell of other Bank products like loans Support relationship managers with HNI relationship & acquisitions Acquire Customers through referrals & Open market.

Role Definition SM Sales : 4 yrs + Exp.(CASA / BFSI) 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"

Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Interested candidate can share me your updated resume priyanka.bangera.ext@yesbank.in

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 Preferred RM - Min 5 years of experience is required PBA/TA - Min. 5 years of experience is required Interview Date -20-May-2025 Timing - 11AM to 02 PM Location - Bharuch Address - HDFC bank ltd, 127 Alfa Society, link Road Bharuch , Gujarat

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) for retail liabilities business. Identify new sales opportunities through networking, referrals, and market research to acquire new customers. Develop strong relationships with existing clients to increase wallet share and product penetration. Collaborate with internal teams such as Sales, Service Operations, and Product Management to resolve customer issues and improve overall service delivery. Analyze market trends and competitor activity to stay ahead in the competition. Casa sales and ops Interested candidates can reach out through ( Kavya.p@vipanyglobal.com/kavya.p-8341137995)

Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Location - Kurnool Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Location - Guntur Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

Job Role & Location- Teller/WD - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role 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 PBA/TA - Min. 5 years of experience is required Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com While sharing resume, please mention interested location and Job role.

Job Role & Location- Teller/WD - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role 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 PBA/TA - Min. 5 years of experience is required Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com While sharing resume, please mention interested location and Job role.

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Ensuring the highest levels of service to the High Net Worth customers

Dear Candidate, Greetings of the day!!! We are hiring for Sales Officer - CASA for Yes Bank Job description Role & responsibilities:- Sales Officer Current & Savings Accounts (Assistant Manager / Deputy Manager) To introduce & acquire new CA / SA customer in the identified segment and reference generation from the specified catchment. To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators. To ensure quality sourcing in line with the Banks policy &adhere to sales process and KYC norms of the Bank. Interested candidate can share me your updated resume on karishma.sansi.ext@yesbank.in

Individual 4L-10L Entire Karnataka Tamilnadu Andhra Telengana Kerala Liabilities Sales ! Urgent Joining Preferred NRIRM/ HNI RM/ Relationship Manager -Branch banking Personal banker- Branch banking BRO-CASA RM/RO- HNI-CASA RO- Gold Loan Required Candidate profile Graduate/PG & Good Communication Should have experience in Branch Banking /CASA Sales Good Stability & ready to urgent join 2 wheeler mandatory Age less 37 FOR BSM- TEAM HANDLE EXP Must

Preferred candidate profile: Experience in CASA Sales should be working in Banking industry in Current Organisation

Greeting from HDFC Bank! We have urgent hiring for Preferred/Imperia-RM (Retail Branch Banking) Job Location: G.Noida Note: Candidates having 5+ years experience in Retail branch Banking and Wealth Management need to attend the interview. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 5 to 10 yrs Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Interview Date- May 16, 2025 (Friday) Timings- 12 AM to 4 PM Venue- HDFC Bank, C1, Alfa Marg, Alpha-I Commercial Belt, Block E, Greater Noida, UP, 201306 Spoc Person- Sonu Singh (HR)

Job Description Functional Designation Relationship Manager - Premium Account Department - Branch Banking Offered grade - Assistant Manager/Deputy Manager Job Sales / Acquisition Reporting To Branch Manager A. Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. B. Position Responsibilities Sr. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (trade, FX, CMS/DSB etc.) to offer right business solutions to the customer C. Qualifications and Experience Requirement Experience Essential - 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment - Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. - Should know the local language.