8335 Casa Jobs

Role & responsibilities Acquisition of Current account, Savings account, Portfolio Management, Retail Branch banking. Preferred candidate profile : The Candidate should have atleast 1 Year experience any Liability product ( CASA, Gold loan, Current account, Portfolio handling )

1.Manage and lead the branch along with business development 2. Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products. 3. Ensuring branch meets its CASA, FD and Third Party Income Targets

Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Key /...

Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Key /...

Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Key /...

Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Key /...

Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Key /...

Objective of this role Identify and evaluate potential sales leads through networking and online research. Communicate effectively to foster relationships with new and existing partners. Plan and execute sales strategies to achieve revenue targets. Build a deep understanding of our products and present them effectively to clients. Role & responsibilities Respond promptly to any issues that directly affect sales. Hire, onboard and train new team members in the sales team. Directly oversee the growth of assigned markets and clients. Represent the company at industry events, meetings and conferences. Track and analyse sales data to identify trends and opportunities for growth. Achieve monthly s...

• To ensure Licensing of the agents and building own team • To drive productivity of the new and vintage agents • To drive performance by implementing sales promotion for the PFA

1. Acquiring new accounts (Current and Savings) from branch catchment area. 2. 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. 3. Participate in corporate induction and migration events around the catchment area 4. Build strong relationships with internal teams to leverage existing relationships from SME 5. Conduct low-cost micro marketing activities around catchment areas for lead generations

The job description (JD) for a Select Relationship Manager (RM) at IndusInd Bank involves managing and growing the liability and asset base of premium clients. Key responsibilities include acquiring new clients, cross-selling various bank and third-party products, providing service to clients, and ensuring compliance with the bank's processes. Candidates should have a graduate or postgraduate degree, preferably with a finance background, and 2 years of experience as an RM, with sales-based incentive experience being a plus. Key responsibilities Client acquisition and management: Acquire new clients and grow the liability base for existing premium customers. Cross-selling: Sell a range of pro...

A "Platinum Rm JD" at AU Small Finance Bank refers to the job description for a Platinum Relationship Manager, whose main duties CASA involve managing relationships with high-net-worth clients, acquiring new clients, and cross-selling financial products. Key responsibilities include building client portfolios, providing personalized financial advice, ensuring client satisfaction, and achieving business targets. The role requires strong relationship management, sales, and communication skills. Key responsibilities Client relationship management: Manage and develop relationships with high-net-worth individuals to grow liability and asset portfolios. New client acquisition: Proactively develop ...

About Commercial Banking Group: The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc About the Role: The Relationship Manager will be responsible for nurturing corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and ...

Identify potential catchment areas to acquire HNI/Affluent liabilities customers To do marketing activities and generate leads Interested candidates can share their updated CV at hr@worldotalent.com or whatsapp at 7999996127. Regards, Yash

Dear Candidate, Urgent opening with leading Bank for Team Handling role. Location : Across Mumbai CTC : 8-10 LPA JOB DESCRIPTION Sales Manager - CASA The Sales Manager - CASA will lead efforts to drive sales of Current and Savings Accounts ( CASA ) for the bank. The role includes setting sales targets, developing strategies to acquire new clients, and managing the CASA sales team. The Sales Manager will also be responsible for maintaining high levels of customer satisfaction and ensuring that the branch meets its CASA growth targets. Strong sales and leadership skills are crucial for success in this role. Ideal Candidate: Graduate with minimum 6 years of experience in banking industry. Minim...

Dear Candidate, Urgent opening with leading Bank. Designation : Platinum RM CTC : Upto 12 -12.5 LPA Location : Across Mumbai KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group compa...

Roles and Responsibilities Manage a team of Relationship Officers (ROs) to achieve sales targets for Current Account, Savings Account, and other liability products. Oversee branch operations, ensuring efficient management of resources and customer service delivery. Develop and implement strategies to increase retention rates among existing customers through cross-selling of bank's products. Identify new business opportunities by visiting potential clients and building relationships with local communities. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 8-13 years of experience in Retail Liabilities, Retail Branch Banking, or related fields. Pro...

ROLES & RESPONSIBILITIES: - • Minimum 2 A/Cs of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc. • MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) • Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio. • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book. • Identify the Affluent & Super Affluent Client segment in the m...

ROLES & RESPONSIBILITIES: - • Minimum 2 A/Cs of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc. • MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) • Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio. • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book. • Identify the Affluent & Super Affluent Client segment in the m...

Company Name: Small Finance Bank Job Role: Sales Executive Grade: Assistant Manager Experience: 1-4 Years Job Location: Fraser Road, Chapra, Arrah, Muzaffarpur, Gaya, Siwan, Lalganj, Bhagalpur, Hajipur CTC: 2 LAP 4 LPA Responsibilities: Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %...

Company Name: Small Finance Bank Job Role: Sales Executive Grade: Assistant Manager Experience: 1-4 Years Job Location: Fraser Road, Chapra, Arrah, Muzaffarpur, Gaya, Siwan, Lalganj, Bhagalpur, Hajipur CTC: 2 LAP 4 LPA Responsibilities: Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %...

Company Name: Small Finance Bank Job Role: Sales Executive Grade: Assistant Manager Experience: 1-4 Years Job Location: Fraser Road, Chapra, Arrah, Muzaffarpur, Gaya, Siwan, Lalganj, Bhagalpur, Hajipur CTC: 2 LAP 4 LPA Responsibilities: Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %...

Role & responsibilities 1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.

Role & responsibilities 1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.

Hi Hope you are doing well ! Job Description : Acquire new customers for CASA (Current Account & Savings Account) , Term Deposits , and Retail Loan products. Manage and deepen relationships with existing customers to enhance wallet share and product penetration. Achieve individual sales targets and branch-level business goals. Ensure high-quality customer service and resolve customer queries/complaints promptly. Cross-sell third-party products like insurance, mutual funds, etc. Conduct customer meetings and engagement activities to strengthen relationships. Perform KYC/AML checks and ensure full compliance with bank policies and regulatory requirements. Maintain a database of leads and prosp...