27 Casa Jobs

Job Purpose Qualification: Graduate in any Discipline Relevant Experience: 2-7 years of experience in Field Sales (Banking & Insurance experience preferred). Functional Competencies: Selling skills, Good communication skills, Fluently speaks and understands local language OPEN ROLES - 1. Bank Officer - Savings & Current Account 2. Relationship Officer 3. Relationship Manager Job Responsibilities Financial Responsibilities: Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure. Job Responsibilities Financial Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell a...

Key Responsibilities : 1. To acquire New to Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products like CASA, POS, Insurance & Asset products. 5. Finding new customers from open market by travelling within the local area/branch allotted. Work Experience : 2+ Years Sales experience in banking products Job Location : Bangalore. Career Path : Well defined career path with an opportunity to have fast career progression in the Bank. Perks and Benefits Role : Sales/Business Development Manager Functional Ar...

Job responsibilities: 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...

Currently hiring! Key Responsibilities: Work on company-provided leads and follow up with customers. Close sales through calls, meetings, and walk-in interactions. Generate new leads through customer referrals and walk-in prospects. Explain product features and benefits to customers. Maintain daily follow-ups and customer records. Achieve monthly sales targets. Ensure high customer satisfaction and repeat business. Required Profile: Graduation preferred (any stream). 1-5 years experience in Field Sales / Direct Sales / Inside Sales / Banking / BFSI / Pharma or any Sales role. Good communication and convincing skills. Comfortable with target-driven sales environment. Basic knowledge of CRM or...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Kaggadaspura and Halasuru Interested candidates can directly walkin at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ) Date: 05th February 2026 (Thursday) Time 10:00 AM to 12:00 PM Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of custome...

Role & responsibilities Execute day-to-day field sales activities in the assigned location Identify and approach potential customers through market visits Create new business opportunities by generating on-ground leads Present and explain products/services to prospective customers Convert leads into successful sales closures Manage assigned territory to maximize sales coverage Build and maintain long-term customer relationships Preferred candidate profile 2 Year Sales experience Graduation Mandatory Must be Local 9904750213- Nisha

About The Role : Position: Senior Sales Officer Experience: Mini. 2+ Years of Experience in Field Sales and Marketing of any industry. Education : Must be Graduate CTC:2.00 To 3.15 LPA + Incentive + Other Benefits Key Responsibilities: Achieving the sales target through assigned leads, which may be self-generated or may be generated by the Branch Ops, Call Center teams and/or other sources. Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs. Take daily follow-up of clients Providing pre-and post-sales support (e.g., claim settlement) Ensuring quality of business and persistency (renewals of premium) Ca...

We are looking for a result-oriented sales manager professional to drive primary and secondary sales, manage distributor networks, and lead a field sales team. The role focuses on market expansion, target achievement, and strong retailer relationships. Roles & Responsibilities: Drive sales targets in assigned territory Appoint, manage & motivate distributors and retailers Lead, train & monitor field sales team Ensure market coverage, visibility & product placement Execute promotional schemes & trade activities Analyze sales data and submit regular reports Handle claims, collections & inventory coordination Candidate Profile: Experience in 2+ field sales & Marketing Graduation Must Strong kno...

Responsibilities: Acquire new clients through leads and family accounts grouping Grow the liability base (CASA/FD) of the bank by deepening relationships of premium mapped customer base. Sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client Service clients covering all their banking needs including bank/3rd party products- Life Insurance Eligibility Criteria: 4+ years for KAM into Banking Sales, preferably into portfolio management with relevant experience in Retail Branch Banking / Insurance / Mutual Fund. Good interpersonal and communication skills . Age : Up to 35 years for KAM Educational Qualification: Any Graduation (UG - In Regulars) Cand...

Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; ad...

Join us as a Relationship Manager where you will be the face of the company for our direct customers. This role is perfect for a sales professional who excels at building long-term trust and providing financial solutions through a consultative approach. Key Responsibilities: Warm Lead Management: Efficiently manage and convert high-potential leads provided by the companys internal database. Portfolio Growth: Upsell and cross-sell life insurance products to existing customers. Client Advisory: Conduct financial need analysis for clients and recommend suitable insurance plans. End-to-End Service: Hand-hold the customer from the first meeting through the documentation and medical process. Who w...

India's leading private sector life insurer has got vacancies in Arakalgudu, Hole Narasipura,Sakleshpura,Channarayapatna,Gonikoppe,Virajpete,Sirsi,Chikmagaluru,Mysore,Yadgiri,Muddebihal- Bijapura and Hubli. Leads will be assigned from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates ...

India's leading private sector life insurer has got vacancies in Arakalgudu, Hole Narasipura,Sakleshpura,Channarayapatna,Gonikoppe,Virajpete,Sirsi,Chikmagaluru,Mysore,Yadgiri,Muddebihal- Bijapura and Hubli. Leads will be assigned from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates ...

India's leading private sector life insurer has got vacancies in Arakalgudu, Hole Narasipura,Sakleshpura,Channarayapatna,Gonikoppe,Virajpete,Sirsi,Chikmagaluru,Mysore,Yadgiri,Muddebihal- Bijapura and Hubli. Leads will be assigned from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates ...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Attur Layout, Abhigere, Yelahanka Newtown & RWF West Colony Interested candidates can directly walk-in at Interview Venue : HDFC Bank , Ground Floor, MVM Complex, Santhe Circle, NH 7, BB Rd, Yelahanka, Bengaluru 560064 (Branch Code -371) Date: 27th January 2026 (Tuesday) Time 10:00 AM to 12:00 PM Contact Person : Mr. Pramod Puthiya (Cluster Head) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branc...

Primary Skill: CASA / GL Secondary Skill: Accounting & Posting Logic Role Overview As a CASA Business Analyst, you will define and validate CASA and GL flows across core banking, lending, and trade platforms, ensuring accounting integrity and regulatory compliance. Key Responsibilities Define CASA workflows and GL posting logic. Validate accrual, reversal, and EOD/EOM processing. Assess GBASE vs Flexcube responsibilities. Define accounting ownership across systems. Support fit-gap analysis for CASA/GL. Validate data mapping and reconciliation rules. Support integration validation with downstream systems. Assist in UAT and reconciliation testing. Prepare BRDs and functional specs. Support cut...

Dial 6352491012 for more details & Share CV on WA Serve branch walk-ins, handle queries, generate and convert leads, manage policy portfolios, drive cross-sell/upsell, ensure customer satisfaction, update CRM, and coordinate with teams. Required Candidate profile Training Provided by Company Age: 21 to 38 years Qualification: Graduation (No Backlogs) Experience: 1 Year of experience in Any Sales & Marketing Bike: Mandatory

Walk-in-Drive For Pref Relationship Manager & PB Classic At Bhilai Chhattisgarh. Role- PB Classic Pref Relationship Manager Locations: Bhilai Chhattisgarh. Jobs & responsibilities - Managing Classic Portfolio. Achievement of income plans and other benchmarks within portfolio. Customer services. Operations. Acquisition Manager CASA Cross selling HNI Client Preferred candidate profile- Banking experience is preferable. Job Location -Bhilai.

Axis Bank Ltd. Job Purpose The Branch Relationship Officer Operations is responsible for handling day-to-day branch operations , ensuring smooth customer service , accurate processing of banking transactions , and compliance with bank policies and RBI guidelines . This role is ideal for women professionals looking to build a stable, long-term career in banking operations with structured working hours and growth opportunities. Key Responsibilities Branch Operations Handle counter operations including cash/non-cash transactions Processing of account opening , KYC verification, and documentation Handling cheque clearing, inward & outward clearing Maintain accurate records, registers, and MIS Cu...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Vadodara. Job Locations: Vadodara Interested candidates can directly walk-in at Interview Venue : HDFC Bank Zonal Office, 2nd floor Kanha Capital Alkapuri Date: 20th January 2026 (Tuesday) Time 11:00 AM to 01:00 PM Contact Person : Mrs. Shubhi Saxena (HR) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic po...

Role & responsibilities 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 Imperia 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. Ensure quality customer service is delivered. All customer queries and complaints are being resolved w...

Role & responsibilities 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 Imperia 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. Ensure quality customer service is delivered. All customer queries and complaints are being resolved w...

SECTION I: BASIC INFORMATION Job Title: Regional Savings Account Manager Job Code-Grade AVP Management Band Middle Management Department Retail Banking Location-Reporting to-No. of Direct Reports- SECTION II: ROLE SUMMARY The role holder is responsible for developing and executing a robust savings account led Household business strategy for the designated region through in-depth engagement with branch/cluster/regional/zonal level leaders. The position requires deep engagement to drive sustainable household banking and strengthen the SA performance across channels in the region. The incumbent will be a key catalyst for building a strong liability book by championing cross selling of SA, RD/FD...

Role: Imperia RM Location: Vile parle, Juhu, Santacruz, Bandra and Kalina (Mumbai Suburban) Responsibilities 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 Imperia 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. Ensure quality cu...

Job Responsibilities Lead and manage branch banking operations ensuring customer service excellence, operational efficiency, and cost control. Drive branch business growth through retail banking products, cross-selling, and customer acquisition strategies. Recruit, train, and mentor branch staff to achieve sales and service targets. Ensure compliance with RBI guidelines, banking regulations, and internal audit requirements. Monitor customer feedback and implement strategies for retention and satisfaction. Build strong relationships with high-value customers and local market stakeholders. Analyze branch performance metrics and initiate corrective actions for underperformance. Prepare and pres...