343 Casa Acquisition Jobs - Page 3

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

Role & 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. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Role & 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. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Role & responsibilities Drive CASA (Current Account and Savings Account) acquisition through direct and indirect channels. Lead a team of Assistant Acquisition Managers and ensure achievement of monthly and quarterly sales targets. Develop and execute strategic plans to increase CASA penetration in the assigned territory. Build and maintain strong relationships with high-value clients and business partners. Monitor market trends and competitor activities to identify new opportunities. Ensure compliance with bank policies and regulatory guidelines during customer onboarding. Conduct regular training and mentoring sessions for the sales team to enhance productivity and product knowledge. Collaborate with branch operations and cross-functional teams to ensure seamless customer experience. Generate MIS reports and provide insights to senior management on sales performance and customer feedback. Preferred candidate profile BFSI/Banking Experience: Currently working as a Sales Manager or in an equivalent role with 3 to 6 years of experience in CASA or retail banking sales. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Capable of leading a team and working independently.

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.

Job Location : Gangtok ,Namchi,Rangpo , Singtam , Jorethang , Barfung Rabong , Ranipool Samdur, Sichey , Kewzing , Gyalshing , Tadong , Mangan, Pakyong Job Roles - Teller, Welcome desk, Personal Banker Classic, Personal Banker Sales. Roles and Responsibilities Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Identify new business opportunities by acquiring new customers for priority banking services such as Priority Banking, Preferred Banking, and Premier. Sell various liability products including Retail Liabilities to meet customer needs. Collaborate with internal teams to resolve customer queries and issues related to CASA accounts. Manage a portfolio of High Net Worth Individual (HNI) clients through HNI client handling, acquisition, and retention. Desired Candidate Profile 1-6 years of experience in branch banking or similar role. Strong understanding of Casa Acquisition, Casa Sales, HNI Client Handling, Liability Products, Portfolio Management, PBG (Priority Banking Group), Preferred Banking Group (PBG), Premier Banking Group (PBG). Excellent communication skills with ability to build rapport with high net worth individuals.

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity. Bandhan Bank -Anna Nagar Branch Q block, New No. Q 60, Old, Q99, 3rd Ave, Anna Nagar, Chennai, Tamil Nadu 600040 Date: 23rd July 2025 Time: 10:00am to 3.00pm

Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

To source customers for Current Account, Saving Account Products of the bank. Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporate’s. Contact: 7032171117 padamati.ramya@skywingsadvisors.com

*1 - 6 years exp. required for CASA Accounts *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 *Must have own vehicle and valid driving license *Go gather attitude and target-oriented *Decent personality & only relevant exp. with CASA sales *Immediate joiner preferred

Open Positions: Bank Officer Branch Banking (CASA) - 10 Bank Officer Business Account (CA) - 10 Relationship Officer Branch Banking- 5 Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 5 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

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 Interview Date -23rd July'2025 Day -Wednesday Timing - 3 pm to 6 pm Location - Ahmedabad Address - Shapath-Iii, Nr Gnfc Towers, Sarkhej-Gandhingr Highway, Bodakdev, Ahmedabad, Gujarat Those who are unable to attend during interview can share their resume to sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Job description Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers. Open position as per below location - Makarpura road Shastri maidan Botad Anand Morbi Modasa Bhuj Gandhidham Vadali Lunawada Jasdan Akota Interested Candidates Can Share your updated resumes on - shivani.dongare@ujjivan.com or shashank.gaikwad@ujjivan.com

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 Officer -811 Digital Sales-Digital Banking Kotak-Regional sales 811 Current Account 100% open market and field job -Target driven. Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product from mapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieve Saving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification : Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age : Upto 25 Years

Roles and Responsibilities Oversee CASA (Current Account Savings Account) sales and acquisition efforts. Develop and implement strategies for retail liability acquisition and growth. Ensure compliance with regulatory requirements and internal policies. Lead a team of professionals to achieve sales targets through effective portfolio management. Manage branch operations, ensuring efficient customer service delivery. Desired Candidate Profile 1-6 years of experience in Retail Branch Banking or related field. Strong understanding of Retail Liabilities, Portfolio Management, and Branch Banking principles. Excellent leadership skills with ability to manage teams effectively. Proficiency in CASA Sales and Acquisition techniques.

Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

Job description Preferred candidate profile Minimum 1+ Years experience in sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Location - Pune ( Akurdi , Pimpri , Vishrantwadi , Swargate , Kharadi ) Interested Candidates Can Share your updated resumes on - shashank.gaikwad@ujjivan.com

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location Across Karnataka Job Role: 1. Branch Head 2. Assistant branch Head 3. Branch Sales Manager 5. Current Account Manager 6. Sales Manager Merchant Account 7. Senior Sales Executive 8. Branch Sales Executive (Fresher can Apply) Kindly refer your friends who is looking for job opportunity. Interview Venue: Koramangala Bandhan Bank - Koramangala branch, Ground Floor, Bus Stop, Moksha Mansion, 151, Sarjapur - Marathahalli Rd, near Jakkasan dra, 1st Block Koramangala, Bengaluru, Karnataka 560034 Date : 18-Jul-25 Time : 10:00am to 3:00pm Malleswaram Bandhan Bank - Malleshwaram branch Ground Floor, No: 223, G.R. Arcade, S ampige Road, 14th Cross Rd, Malleshwaram, Bengaluru, Karnataka 560003 Date : 19-Jul-25 Time : 10:00am to 3:00pm

Role & responsibilities 1. Acquire new to bank customers for current accounts, saving accounts & term deposits by ensuring a high-class service experience. 2. Manage customer on-boarding & relationship for 6 months. Ensure that the accounts acquired are active( We shall have to define Active account). 3. Cross-sell other products of the bank. 4. Conduct promotional activities in the branch catchment to promote the bank brand. 5. Ensure complete adherance to KYC & other internal guidelines. Note:- Interested candidates can drop cv on kunal.bhandare@suryodaybank.com Regards, Kunal [HR Team] 9021677797

Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

Responsibilities: Manage existing client relationships, identify new opportunities. Handle high net worth clients, acquire new ones through Casa channels.

Current account / savings account acquisition - CASA Sales Manage customer relations with existing Current Account /savings account customers to increase the depth of existing relationships Achieve sales targets on a monthly basis Cross sales all Banking products including TPP-Li/Gi/Hi/SIP/PMS/bonds Customer Service Preferred candidate profile Graduate with 1 year of experience in acquisition of current and saving accounts in a bank Should have good understanding of the local geography & good networking in the local area INDIVIDUALS CURRENTLY WORKING IN BANK CAN APPLY ONLY. Regards, Sandipa D 7980475998

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 branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. 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. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.