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6525 Casa Jobs

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0.0 - 5.0 years

2 - 3 Lacs

bengaluru

Work from Office

Role & responsibilities JOB DESCRIPTION Bharti AXA Life is a life insurance player that was started in 2006. It brings together strong financial expertise of the Paris-headquartered AXA Group and Bharti Enterprises - One of India's leading business groups with interests in telecom, agricultural business, financial services, and retail. The joint venture has a 74% stake from Bharti and 26% stake from AXA. It launched national operations in December 2006. Today, Bharti AXA Life has a national footprint of distributors trained to provide quality financial advice and insurance solutions to the large Indian customer base. Bharti AXA Life offers a range of innovative products and services that cat...

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1.0 - 4.0 years

2 - 3 Lacs

kota, sawai madhopur, bikaner

Work from Office

Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive ap...

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1.0 - 4.0 years

2 - 3 Lacs

barmer, chittaurgarh, jaisalmer

Work from Office

Role: Aquisition Sales Manager Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal...

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2.0 - 7.0 years

3 - 8 Lacs

coimbatore

Work from Office

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 Head 2. Branch Sales Manager 3. Customer Relationship Officer 4. Branch Sales Executive 5. Senior sales Executive 6. Assistant Branch Head 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. Interview Venue details : Bandhan Bank Avinashi Road Branch-Coimbatore 1050, Ground floor, Avinashi Road, Dist - Coimbatore, State - Tamil Nadu , Pin - 641018 Date: 24th Sep 2025 Time: 10:00am to 3.00pm

Posted 5 hours ago

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4.0 - 6.0 years

5 - 12 Lacs

surat

Work from Office

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

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1.0 - 6.0 years

0 - 0 Lacs

raipur

On-site

Designation - Relationship Manager Channel - CSC(common service centre) channel Location - Raipur Responsible for handling customer queries and service requests related to life insurance policies, ensuring timely resolution, regulatory compliance, and high customer satisfaction. Key Responsibilities: Handle inbound/outbound calls, emails, and chats for life insurance customers Assist with policy servicing (address changes, nominee updates, etc.) Support in claim processing and documentation Maintain accurate records in CRM systems Ensure compliance with IRDAI guidelines and company policies Provide timely updates and follow-ups to customers Interested candidate can share their resume on ishi...

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1.0 - 6.0 years

2 - 7 Lacs

kolkata, hyderabad, pune

Work from Office

Hiring for banking profile for PAN india

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1.0 - 6.0 years

1 - 4 Lacs

chennai

Work from Office

Role Description This is a full-time on-site role located in Chennai for BDO ( Banker on wheels). The biker service will be provided primarily for 4 segments Senior Citizen/High residential flat association/Salaried professionals/Women within Chennai. . Key Responsibilities 1. Identify potential catchment areas of potential retail liabilities customers for Bank. 2. 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. 3. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenti...

Posted 7 hours ago

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0.0 - 4.0 years

3 - 4 Lacs

tumkur, mysuru, bengaluru

Work from Office

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...

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1.0 - 6.0 years

3 - 5 Lacs

thane, navi mumbai, mumbai (all areas)

Work from Office

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Posted 9 hours ago

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1.0 - 7.0 years

0 - 3 Lacs

hyderabad, telangana, india

On-site

Description We are seeking dynamic and motivated individuals to join our bank sales team. The ideal candidates will play a pivotal role in promoting our banking products and services, ensuring customer satisfaction, and driving sales growth. Responsibilities Develop and maintain relationships with new and existing customers Achieve sales targets set by the management Provide information about bank products and services to customers Assist customers in completing loan applications and other banking transactions Conduct market research to identify new business opportunities Collaborate with team members to enhance customer experience and sales strategies Skills and Qualifications Bachelor's de...

Posted 10 hours ago

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0.0 - 4.0 years

1 - 4 Lacs

noida, new delhi

Work from Office

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/Postgradua...

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1.0 - 6.0 years

2 - 6 Lacs

kochi, hyderabad, mangaluru

Work from Office

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk-in customers & leads provided by the bank -Business development for Life Insurance The candidate can apply/refer their CV to 63520-19938 Required Candidate profile Any Graduate with a minimum of 1 year of sales experience in Banca/Bank/Broking channel/NBFC Channel/branch banking/FMCG/Retail/ can apply Perks and benefits Incentives + allowances +Fast-track promotion

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0.0 - 4.0 years

1 - 4 Lacs

thane, navi mumbai, mumbai (all areas)

Work from Office

Process:- IDFC Cross sales (Telesales) -Fresher/ experience both can apply -HSC pass can apply -Salary:- Up to 25K + incentives -Shift timing:- 9:30am-6:30pm -Average communication required Required Candidate profile Min Qualification:-12th Pass Location:- Navi Mumbai Join Now.. To schedule your interview Call or send your CV through WhatsApp HR Pratiksha:-8698488197 Mail id :- pratiksha.shirtode@credicus.co Perks and benefits High Incentives and growth opportunities.

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2.0 - 7.0 years

3 - 5 Lacs

kochi/ cochin, cannanore/ kannur, pathanamthitta

Work from Office

Urgent opening for Sales Manager / SSM- AXIS MAX LIFE INSURANCE Recruiting advisors, handling team Motivate agents to achieve company's targets Reporting to BM CTC : 3 - 5 Lakhs Send your CV to bookmark.hr@gmail.com / Whatsapp 9746475326 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

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5.0 - 10.0 years

7 - 15 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ 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 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. Job Responsibilities(JR) Actionable Acquisition ...

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3.0 - 5.0 years

4 - 6 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main 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 portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

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1.0 - 3.0 years

0 Lacs

india

On-site

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...

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1.0 - 3.0 years

0 Lacs

delhi, india

On-site

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...

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1.0 - 3.0 years

0 Lacs

india

On-site

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Posted 1 day ago

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1.0 - 4.0 years

0 Lacs

india

On-site

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Posted 1 day ago

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1.0 - 4.0 years

0 Lacs

delhi, india

On-site

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Posted 1 day ago

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1.0 - 4.0 years

0 Lacs

india

On-site

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Posted 1 day ago

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1.0 - 4.0 years

0 Lacs

india

On-site

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Posted 2 days ago

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0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high

Posted 2 days ago

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Exploring Casa Jobs in India

The casa job market in India is experiencing significant growth as more companies are recognizing the importance of customer relationship management. Casa professionals play a crucial role in managing customer accounts, providing personalized services, and ensuring customer satisfaction.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Hyderabad

Average Salary Range

The average salary range for casa professionals in India varies based on experience and location. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn up to INR 15-20 lakhs per annum.

Career Path

In the casa job market, career progression typically follows a path from Customer Service Executive to Relationship Manager to Branch Manager. With experience and additional qualifications, professionals can advance to higher leadership roles within the organization.

Related Skills

In addition to casa-specific skills, professionals in this field are often expected to have strong communication skills, problem-solving abilities, customer service orientation, and knowledge of banking products and services.

Interview Questions

  • What do you understand by Casa in the banking sector? (basic)
  • How do you ensure customer satisfaction in managing Casa accounts? (medium)
  • Can you explain the difference between Casa and Term Deposits? (medium)
  • How do you handle customer complaints related to Casa services? (medium)
  • What strategies would you implement to increase Casa deposits for the bank? (advanced)
  • How do you stay updated with the latest trends and developments in Casa management? (basic)
  • Describe a challenging situation you faced while managing Casa accounts and how you resolved it. (medium)
  • How do you prioritize and manage multiple Casa accounts simultaneously? (medium)
  • What role does technology play in Casa management? (basic)
  • How do you ensure compliance with regulatory requirements in Casa operations? (medium)
  • Explain the importance of cross-selling products to Casa customers. (medium)
  • How do you handle sensitive customer information while managing Casa accounts? (medium)
  • Can you discuss a successful Casa campaign you implemented in your previous role? (advanced)
  • How do you build and maintain strong relationships with Casa customers? (basic)
  • What are the key metrics you use to track the performance of Casa accounts? (medium)
  • How do you handle data security and privacy concerns in Casa operations? (medium)
  • Describe a time when you had to deal with a difficult Casa customer. How did you handle the situation? (medium)
  • How do you ensure accuracy and efficiency in Casa transactions? (basic)
  • What steps do you take to prevent fraud in Casa operations? (medium)
  • How do you handle discrepancies in Casa account records? (medium)
  • Can you explain the impact of Casa deposits on the overall profitability of a bank? (advanced)
  • How do you adapt to changes in banking regulations related to Casa operations? (medium)
  • Describe a time when you successfully upsold a new product to a Casa customer. (medium)
  • How do you handle confidential information in Casa management? (basic)
  • What are your strategies for retaining Casa customers in a competitive market? (medium)

Closing Remark

As you prepare for casa job interviews in India, remember to showcase your expertise in customer relationship management, problem-solving skills, and knowledge of banking products. With the right preparation and confidence, you can land a rewarding career in the casa job market. Good luck!

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