2081 Casa Jobs

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 customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers.

Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology About the Role : We are seeking a dynamic and result-oriented professional to lead a large cross-sell team across geographies. The role focuses on driving revenue through multi-channel distribution of financial products including loans, investments, and banking solutions. Expectations/ : Team Management Lead, mentor, and manage a team of 100+ executives, team leaders, and regional managers across multiple cities. Revenue Ownership End-to-end accountability for revenue generation from cross-sell financial products including personal loans, merchant loans, SIPs, mutual funds, insurance, and current accounts. Multi-Channel Strategy Drive sales through all channels database calling, open market sourcing, call center leads, and funnel conversions. Business Planning & Execution Develop strategic sales plans, set monthly/quarterly targets, and ensure achievement through disciplined execution. Performance Monitoring Track KPIs, analyse performance trends, and implement corrective actions to optimize productivity and profitability. Cross-functional Collaboration Liaise with Product, Risk, Compliance, and Tech teams to ensure smooth fulfillment and superior customer experience. Skills that will help you succussed on the role : 8-15 years of experience in sales/leadership roles within BFSI/Fintech Proven ability to scale teams and drive revenue in financial product cross-sell Strong understanding of lending, investments, and banking product dynamic Hands-on experience in managing distributed teams and high-pressure targets Excellent communication, people management, and execution skills Why Join Us: 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by increasing the cross-sell opportunities 3. A solid 360 feedback from your peer teams on your support of their goals 4. Respect, that is earned, not demanded from your peers and manager Compensation : If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants - and we are committed to it. India s largest digital lending story is brewing here. It s your opportunity to be a part of the story!

Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Relationship Manager / Senior RM with AGEAS FEDERAL Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Relationship Manager / Senior RM with Edeelweiss Tokio Life Insurance Company - Bancassurance Channel - ESAF bank CTC : 2.5 - 4 Lakhs + incentives Handle 2 to 3 ESAF bank branches , convert bank leads into sales Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

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 Bank’s 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 Expected CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects / Skills: - Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ Knowledge of regulatory guidelines

more information call on 7383350854 (Riddhi) . Recruit the team of advisors. • Train and motivate them. • Guiding the Team to sell the products on the market. • Driving sales through advisors, for the company • Team Management and team handling Required Candidate profile Age: 21-40 Qualification: any graduation experience: 2 + year fresher cannot apply must have vehicle Candidate must ready to earn incentives

Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking AOF Rejections and KYC Compliance Increasing more NCA values account level doing proper attachments on opened accounts. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

more information call on 6352491011 . Recruit the team of advisors. • Train and motivate them. • Guiding the Team to sell the products on the market. • Driving sales through advisors, for the company • Team Management and team handling Required Candidate profile Age: 21-38 Qualification: any graduation experience: 2 + year fresher cannot apply must have vehicle Candidate must ready to earn incentives

more information call on 6352458972 (Krishna) . Recruit the team of advisors. • Train and motivate them. • Guiding the Team to sell the products on the market. • Driving sales through advisors, for the company • Team Management and team handling Required Candidate profile Age: 21-38 Qualification: any graduation experience: 2 + year fresher cannot apply must have vehicle Candidate must ready to earn incentives

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds. Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets. Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customers to the bank Customer on-boarding Adherence to Banks and regulatory guidelines

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 Bank’s 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 Expected CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects / Skills: - Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ Knowledge of regulatory guidelines

Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Kerala Designation : NRI - Relationship Manager Location : Kochi, Trivandrum Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proacti vely track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stockbrokers, expats of shipping companies, overseas branches. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

Activity Sheet: Branch Manager Business Group: Retail and Consumer Banking Group Objective: Execute and monitor overall administration and efficient daily operations of a full service branch office; including operations, lending, product sales, customer service, security and safety in accordance with the Bank's objectives. Principal Accountabilities Sales & Business Development: Achievement of incremental number and value targets for Liabilities (CA, SA, FD); Assets (Home, Auto & other assets) and Fee Products (MF, LI, GI, Gold & other fee products) Prepare and monitor Sales plan for the branch Build a healthy asset and liability book. Increase market share in the catchment area (3 to 5 kms radius) Major Activities Sales & Business Development: Sales Planning : Prepare and track product wise - liabilities, assets & fee AOP for the full financial year. Commerce and catchment mapping Prepare and review monthly activity calendar of outbound activities of BSM / JO Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews. Review all employees in branch quarterly. Review productivity of BSMs / BOMs/ JOs on a weekly basis. Review and handhold BOMs & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis. Conduct Daily Morning Huddles to discuss daily plan and agenda for employees. Ensure proper on-boarding of all new customers acquired. Sale of 3 products per customer within 90 days of account opening. Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation Maintain quality of customer acquisition through sourcing mix and on-boarding process. Monitoring DSRs on a regular basis. Lead management proper assignment and closure of leads. Tapping markets or customer segments within the catchment of the branch, which are hitherto untapped, to increase the GL Base of the branch. Principal Accountabilities Customer Service : Manage Key Branch Relationships Ensure Wait Time within permissible limits as per segmental service approach Achievement of branch Customer Service Scores target Nil Critical Requests at branch Nil Escalations at branch and complaint handling Major Activities Customer Service: Make 10 customer visits every week (Top 20% of profitable customers of branch) to maintain and enhance the relationships. Scrutinize all service requests and AOFs being sent to RPC to ensure NIL rejections. Conduct customer engagement program - every month. Lobby Management to be done daily during peak hours. Prepare staff roister, leave calendar and maker-checker seating arrangement Inculcating first contact resolution and adherence to customer service mantras by employees at branch Resolve customer queries through internal escalation matrix for enhanced service experience for customers Implement usage of Product Database among employees for instant resolution of customers queries Principal Accountabilities Compliance & Risk Management : Ensure operations, risk control and process adherence at branches Branch Audit scores Fraud prevention Ops risk monitoring RBI audits, inspections and incognito visits Major Activities Compliance & Risk Management Ensuring operations and Risk control at branches in line with internal and regulatory guidelines as per Operations Manual and e-circulars issued from time to time Checking, authorizing and verification of various reports Irregularity report Daily Exception report Daily TOD reports Daily Pending IBRs to be responded Daily Second level verification of Mitra Committee Report- Daily Format F (Expenditure) Monthly CAT 14 & CAT 15- TOD & Cheque Purchase- Fortnightly Submission of Comp 1 Monthly Charge Taking Certificate - as and when required Updation, maintenance and periodic checking of important registers Fake notes register Branch book Complaints register/ book Visitor book Maintenance of keys of Customer complaint box One set of premises keys Fake note box Lockers Physical verification of various security items Surprise physical verification of cash, foreign currency, keys, gold coins, jewel loan packets and welcome kits Monthly Physical verification of original and duplicate keys Quarterly Physical verification of locker master keys and vacant locker keys Quarterly Checks to be done in respect of asset servicing Non DRO branches- unreconciled open items as per data received from COPS-Repayment team Ensuring that at least one authorized signatory available in the branch for signing NOC Account sourcing authorizing the KYC documents by checking the genuineness of the customers at the time of account opening Monitoring outstanding long pending entries in office accounts Checking all outstanding EDD cases (money laundering) Clearing his/ her tray for all pending approvals Closure of Key Audit Findings from IAD audits and observations of RRM visits Quarterly compliance to audit requirements Proper handling and reporting of RBI, and other regulatory audits at branches Creating awareness among employees on fraud prevention, password protection and branch security Principal Accountabilities Branch Profitability : Growth in NII ( Net Interest Income) for branch Growth in Asset business through branches Increase Fee Income Ensure Opex optimization Manage cost of cash holding at branch Major Activities Branch Profitability : Enhance for CASA and Time Deposits through service led Sales at branches Monitor daily inflow and outflow reports, GL reports and Day Book reports Incremental growth in, home loans and auto loans sourcing at applicable locations Activate specialized desks depending upon the catchment to generate fee income Ensure optimal cash holdings at branch so as to reduce idle cash lying at branch Increase in third party product penetration to enhance fee income opportunity Principal Accountabilities Brand Administration : Adhere to standardized Brand guidelines - inside the branch and outside the branch Branch upkeep and maintenance spic & span Availability of necessary infrastructure in branch Major Activities Brand Administration : Monitor external appearance of the branch fascia, directional signage, entrance, parking area Review in Branch Look & Feel lobby area, merchandising calendar for posters, seating arrangement etc on a daily basis Proper ATM upkeep, notice board and posters Ensure proper functioning of all branch equipments PC, Printers, Xerox Machines, scanners, AC, DQM, CDM etc All employees to be dressed well. Ensure adherence guidelines at all workstations, storage area and common area Principal Accountabilities Capability Building & Manpower Management : Team Building Training and Development Manpower Planning Major Activities Capability Building & Manpower Management : Mentor / ensure mentoring of new joinees for first three months. Job rotation for all employees once in six months Briefing all employees on their role and expectations from them Give structured feedback to employees on a regular basis Conducting Saturday Workshops and in house training programs Certification of employees on AMFI, IRDA and mandated E-Test and E-Learning by all employees in branch Other Responsibilities Implement centrally-originated projects on customer service, automation, processes and compliance in the branch Monitor specialized desks at branches Follow up on legal cases pertaining to branch Business continuity planning for the branch Contribute to employee morale and plug employee turnover Performance IndicatorMeasure Retail P&L Net interest IncomePercentage achievement against targetFee IncomePercentage achievement against target. We may need to include cross sell somewhere GL Size of branches Current Accounts Number of accounts Incremental growth in balance Average balance of account (Quality of account) Savings Accounts Number of accounts Incremental growth in balance Average balance of account (Quality of account) what about salary accounts. Term Deposits Retail penetration of deposits sourced Incremental growth in deposits Asset Targets (Specific to region being handled) Home Loans % disbursement achievement against target. Please include loans against collateral Auto Loans % disbursement achievement against target Personal Loans % disbursement achievement against target Overall Branch Health Customer ServiceBranch customer service scoresComplianceIAD Audit Scores and fraud prevention scores

Sales Manager / Agency Manager openings with leading life insurance companies CTC: 3 - 6 Lakhs + incentives Locations: All over Kerala Recruiting a team of 7 -10 insurance agents & achieve sales targets through them Send CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 2 year sales experience can apply Vacancy- All over Kerala CTC : 3 - 6 Lakhs + incentives CTC negotiable based on current CTC Send CV to bookmark.hr@gmail.com / Whatsapp - 9746475326

Urgent opening for Sales Manager / SSM- MAX LIFE INSURANCE Recruiting advisors, handling the team & generating business from them Motivate agents to achieve company's targets Reporting to BM CTC : 3 - 6 Lakhs Send your CV to bookmark.hr@gmail.com Required Candidate profile Graduates with minimum 1year sales experience can apply. CTC negotiable based on current CTC and interview performance . Experience in financial product sales is an added advantage CTC : 3 - 6 Lakhs Perks and benefits Attractive incentive structure

Vacancy for BDM / ASM / Sales Manager - HDFC Life Insurance company CTC: 3 - 5.5 Lakhs + incentives Locations: All over Kerala Recruiting a team of 7 -10 insurance agents & achieve sales targets through them Send CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 1 year field sales experience can apply Vacancy- All over Kerala CTC : 3 - 5.5 Lakhs CTC negotiable based on current CTC Send CV to bookmark.hr@gmail.com / Whatsapp - 9746475326

SM / SSM / ABM with Future Generali Life Insurance - Agency Channel CTC : 3 - 6 Lakhs CTC negotiable based on currrent CTC Recruiting & Managing a team of 7-10 agents & achieve sales through them Reporting to BM Send your CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 3 year sales experience can appply . Candidates from Insurance, Banking , financial product sales have added advantage Send your CV to bookmark.hr@gmail.com

Sales Manager / Agency Manager openings with leading life insurance companies CTC: 3 - 6 Lakhs + incentives Locations: All over Kerala Recruiting a team of 7 -10 insurance agents & achieve sales targets through them Send CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 2 year sales experience can apply Vacancy- All over Kerala CTC : 3 - 6 Lakhs + incentives CTC negotiable based on current CTC Send CV to bookmark.hr@gmail.com / Whatsapp - 9746475326

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Role & responsibilities Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. Manage productivity and overall morale of branch team members. Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.

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.