343 Casa Acquisition Jobs - Page 2

Role & Responsibilities Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments . Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. Grow CASA balances through both acquisition and relationship deepening initiatives. Drive product and channel penetration to maximize client engagement and profitability. Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. Perform detailed client profiling to identify financial needs and deliver customized banking solutions.

We are hiring a dynamic Branch Relationship Head to lead and manage a team of Relationship Managers (RMs) at a reputed private sector bank. The ideal candidate should have a strong background in CASA acquisition , mutual fund sales , and life insurance products. Key Responsibilities: Lead and manage a team of Relationship Managers (RMs) Drive business targets for CASA, Mutual Funds, and Life Insurance Ensure consistent client engagement and high-quality service delivery Monitor team performance and ensure compliance with bank guidelines

We are hiring a dynamic Branch Relationship Head to lead and manage a team of Relationship Managers (RMs) at a reputed private sector bank. The ideal candidate should have a strong background in CASA acquisition , mutual fund sales , and life insurance products. Key Responsibilities: Lead and manage a team of Relationship Managers (RMs) Drive business targets for CASA, Mutual Funds, and Life Insurance Ensure consistent client engagement and high-quality service delivery Monitor team performance and ensure compliance with bank guidelines

Job Opening: Branch Relationship Head (RM's Head) Private Bank Location: Bangalore & Delhi Industry: Private Sector Banking Profile: Branch Relationship Head (RM's Head) Products Handled: CASA, Mutual Funds, Life Insurance Job Description: We are hiring a dynamic Branch Relationship Head to lead and manage a team of Relationship Managers (RMs) at a reputed private sector bank. The ideal candidate should have a strong background in CASA acquisition , mutual fund sales , and life insurance products. Key Responsibilities: Lead and manage a team of Relationship Managers (RMs) Drive business targets for CASA, Mutual Funds, and Life Insurance Ensure consistent client engagement and high-quality service delivery Monitor team performance and ensure compliance with bank guidelines

Overall Management 1. Manage Public Relations & liaison with authorities for day to day branch working and reporting 2. Develop and lead sales, marketing, and business development plan for branch 3. Ensure implementation of growth strategies to generate sales across core banking products including loans, current and savings accounts, term deposits and third party products 4. Develop the business prospects in the branch vicinity by scouting for avenues to expand advances portfolio qualitatively & quantitatively 5. Develop strategies for growth for the Branch including customer relationship measures, campaigns and local advertising at Suryoday 6. Build and leverage networks both externally (with customers , potential customers, banking professionals, subject matter experts etc.) and internally (with Bank personnel across departments and zones) Customer Service & Operations 7. Manage relationships with key Suryoday customers and prospective high net worth customers 8. Ensure quick resolution of customer issues which are escalated by the Branch staff and take required action 9. Monitor customer service related key performance indicators such as customer wait time and customer migration Note:- Interested candidates can drop cv on kunal.bhandare@suryodaybank.com Regards, Kunal [HR Team]

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.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or 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. Interested candidate can share there details on given mail id and number Mail-siddhesh.bhor.ext@yesbank.in No-+917738474256

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1-2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or 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. Interested candidate can share there details on given mail id and number Mail-siddhesh.bhor.ext@yesbank.in No-+917738474256

Roles and Responsibilities Manage acquisition of new customers for current accounts, saving accounts, retail liabilities, and third party products. Identify cross-selling opportunities to increase revenue through upselling and retention of existing customers. Develop strategies to achieve sales targets and improve customer satisfaction ratings. Collaborate with internal teams to resolve customer issues and enhance overall banking experience. Analyze market trends and competitor activity to stay ahead in the competitive landscape.

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.

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.

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.

Urgent requirement for Platinum Relationship Manager / RM Acquisition Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. .Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction If interested kindly share resume at qcnaukri5@gmail.com or call 7506571833

1.Generate New Business for the Bank by doing fresh Acquisition of CASA 2.Excellent lead generation & conversion skill 3.Ability to handle pressure & meet deadline 4.apply only for male candidates Contact HR Tamilmani 8148439052 Required Candidate profile Minimum 1 year experience in any banking product sales Ability to handle pressure and meet deadlines good communication skills preferred immediate joiners willing to sales activities bike mandatory Perks and benefits Attractive incentives, ESI & PF

Job description Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Job description Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Job description Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Job description Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Relationship Manager for CASA/Current A/C Sales for Leading Pvt Bank CTC-4.5 LPA Age-28-30 Yrs Location-Hyderabad Share CV at shalini.s@planetsolutions4u.com

Affluent RM / Wealth RM : PVT sector leading Bank - Across Mumbai Job Title: Affluent Relationship Manager (RM) LOCATION : Mumbai / CENTRAL LINE CTC : 25LAC MAX Role Overview: Build and manage relationships with High Net-Worth Individual (HNI) clients. Identify business opportunities and match them to products and solutions offered by BANK Drive growth in liabilities, assets, and fee-based products. Develop and implement sales strategies to acquire new HNI clients. Conduct portfolio reviews and recommend products based on client needs. Maintain regular contact with clients to ensure high service levels and satisfaction. Resolve client queries within defined timelines. Promote new products and enhance the banking relationship. Organize special sales events and initiatives for clients. Adhere to all banking policies and regulatory processes. Requirements: Excellent interpersonal and customer service skills. Preferred certifications: NISM, IRDA, AMFI. Strong communication and decision-making skills. Proven experience in portfolio management for HNI clients. 7-8 years of experience in relationship and portfolio management (Banking/NBFC preferred). Graduate (MBA preferred). NOTE : INTERESTED FOR PROFILE PLEASE SHARE RESUME TO EMAIL ID - people1qc@gmail.com OR CAN CONTACT ON GIVEN NUMBER Thanks & Regards Shraddha Bamne. HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692 EMAIL ID : people1qc@gmail.com

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1-2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Role & responsibilities: on Relationship Corporate salary Key responsibilities Client acquisition and relationship management: Identify and onboard new corporate clients for salary accounts, fostering strong relationships with key decision-makers within organizations. Business development: Develop and implement strategies to achieve sales targets for corporate salary accounts, engaging with existing clients to grow and expand relationships. Cross-selling: Promote and cross-sell a variety of banking products and services (e.g., loans, credit cards, investment products) to the employees of corporate clients. Service delivery and problem resolution: Act as the primary point of contact for corporate clients, addressing their queries and concerns related to salary disbursement and other banking needs. Compliance and reporting: Adhere to KYC (Know Your Customer) guidelines and banking processes, ensuring all activities comply with industry regulations. Track sales performance and provide regular reports to senior management on key metrics and growth opportunities.

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education : Graduate/Postgraduate in any discipline from a UGC recognized university. Experience : 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills : Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes : Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.