3455 Casa Jobs

Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service oAerings to customers. Location: Jamshedpur , Dhanbad, Raipur , kochi Product-CASA Interested candidates can share there cv at 8460746008 or mail at chetna3.acura@gmail.com

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 supervis

Dear Candidate, Urgent opening with leading Bank. There is an urgent opening with leading Bank. Designation : RM Premier Account Experience: 2-7 years of Banking experience Locations : Mumbai CTC : Upto 5-6 Lacs (Depends on last drawn CTC) Job Description : Acquisition of High End Current Accounts/ Saving Accounts along with cross selling of other products of the Bank. New to bank acquisition of CASA through open market lead generation and closure. Activation of customer, ensure that customer maintains required balances & starts transactions in his accounts. Activities for lead generation. Cross sell, Lead generation/ basic enquiry, liaising with Branch Manager & product teams. Adherence to Bank policies and guidelines such as KYC & AML . Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query call Shrutika 022-40697708 / 8369367973

Role: Signature Relationship Manager Location : Mumbai) Experience : Minimum 2 years in CASA Sales We are looking for experienced professionals to join our premium banking team as Signature Relationship Managers . The role involves managing a portfolio of HNI/UHNI clients , offering them tailored banking and investment solutions. Key Responsibilities: Acquire and manage high-value clients Deliver personalized financial and wealth solutions (MFs, Insurance, Bonds, etc.) Conduct regular portfolio reviews and ensure top-tier service Achieve revenue and AUM targets Stay updated with market trends and product offerings Desired Profile: Strong relationship management & communication skills Proven track record in HNI client handling and financial product sales Graduate/MBA preferred ntives Interested candidates can apply now or share profiles for immediate consideration on komalrana.bnh@gmail.com.

As a Sales Manager/Sales Officer at our company, your primary role will involve recruitment of Sales Managers/Sales Officers, providing them with training and motivation to drive business growth. Ensuring the productivity of the sales team will be crucial, along with the responsibility of developing a healthy and profitable portfolio. You will be required to closely monitor collection and recovery processes to maintain delinquency levels below permissible limits. Additionally, identifying potential market areas for business sourcing will be an essential aspect of your job. Your key responsibilities will include: - Recruiting Sales Managers/Sales Officers and guiding them to drive business growth - Ensuring the productivity of the sales team - Developing a healthy and profitable portfolio - Monitoring collection and recovery processes to maintain delinquency within limits - Identifying potential market areas for business sourcing To excel in this role, you should possess the following mandatory skills: - Minimum 3 to 5 years of experience in open market/field sales and marketing - At least 2 years of experience in team handling - Sales experience in PL/CC/CASA will be preferred If you are a dynamic individual with a proven track record in sales, team management, and portfolio development, we encourage you to apply for this exciting opportunity. Join us in driving business growth and contributing to our success in the market.,

Walk in drive on 01 Aug 2025 - Yes Bank-11 and 12 &2A Sunil Niwas CHS LTD. Lokhandwala road OFF JP Road Mumbai Timings - 14:00 PM to 16:00 PM Title: SO CASA Experience - 1 to 5 Years Salary up to 5.5LPA 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 to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected Candidate Age Minimum 21 to Maximum 30 years Profile Education: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Experience: 0 - 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

Drive sales of life insurance products through direct or partner channels Focus exclusively on insurance product sales, meeting individual and team sales targets Engage with potential customers in the BFSI domain, including banking and CASA segments Build and maintain client relationships to ensure repeat business and referrals Ensure high levels of job stability, with a preference for candidates showing consistent tenure Maintain product knowledge and stay updated with the latest offerings in the life insurance market Report daily sales activities and submit MIS reports to management

Drive sales of life insurance products through direct or partner channels Focus exclusively on insurance product sales, meeting individual and team sales targets Engage with potential customers in the BFSI domain, including banking and CASA segments Build and maintain client relationships to ensure repeat business and referrals Ensure high levels of job stability, with a preference for candidates showing consistent tenure Maintain product knowledge and stay updated with the latest offerings in the life insurance market Report daily sales activities and submit MIS reports to management

Drive sales of life insurance products through direct or partner channels Focus exclusively on insurance product sales, meeting individual and team sales targets Engage with potential customers in the BFSI domain, including banking and CASA segments Build and maintain client relationships to ensure repeat business and referrals Ensure high levels of job stability, with a preference for candidates showing consistent tenure Maintain product knowledge and stay updated with the latest offerings in the life insurance market Report daily sales activities and submit MIS reports to management

JD• To Source premium Saving and Current Account and Third party Product • Follow market trends and development to increase the bank's business. • Maintain the Existing client relationship and provide Service. • Completed the assign task, client meeting to identify their financial goals and plans. • To maintain the existing customer and meet the monthly goal sheet as per target.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

Branch Relationship Manager 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 across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 3 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate (10+2+3). DBS India - Culture & Behaviours Drive Performance Through Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation Enhance Knowledge Base, Build Skill Sets & Develop Competencies Invest in Team Building & Motivation through Ideation & Innovation Execute at Speed While Maintaining Error Free Operations Develop a Passion for Performance to Grow Talent Pool Maintain the Highest Standards of Honesty and Integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

MEGA OPENINGS FOR BANKING CLIENT AND NBFC IN HYDERABAD,CHENNAI & ERODE 1. Platinum Relationship Manager (Bank) Location: Hyderabad Job Role: Experience in Retail Banking preferably in relationship management, Sales & dealing with HNI Clients. 2. Relationship Officer(Bank) Location: Hyderabad/Chennai Job Role: Experience in Banking Sales with CASA, Corporate Salary products 3. Territory Sales Manager(NBFC) Location: Chennai Job Role: Experience in Sales of any BFSI products. It is an individual Role 4. Relationship Officer/Relationship Manager(NBFC) Location: Erode Job Role: Exp in Sales dealing with Secured Business Loan or LAP

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Greetings !! Mega Walk-In Interview - Sales Manager (CASA) for Kolkata & Surroundings Interview Venue : IndusInd Bank Limited, Zonal Office, Saket Building, 6th Floor, 44 Park Street, Kolkata 700016 Walk-in Interview : 6 August, 2025 (Wednesday) Time : 11 AM - 4 PM Responsibilities : 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. Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 35 Min 5 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Freshers are not allowed & Banking experience is mandatory.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Roles and Responsibilities : • Acquire and upgrade quality clients in the branch location areas to the Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objectives, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationships through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold service standards. • Ensure internal and regulatory compliance through strict adherence to sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Job Purpose Qualification: Graduate in any Discipline Relevant Experience: Fresher / 1-3 years of experience in Field Sales (Liability / insurance sales preferred). Functional Competencies: Selling skills, Good communication skills, Fluently speaks and understands local language 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 and selling third party products (life & health insurance, mutual funds SIPs) Non Financial Responsibilities: 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. Achieving over all numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Compliance & Risk Responsibilities: Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Location : Mount Road, Chennai Date: 01-Aug-25, Friday Time: 10am to 03pm Interview Venue: AU Small Finance Bank, 137, Anna Salai, Chintadripet, Chennai, Tamil Nadu 600002. Land Mark: Nearby LIC Metro Contact Person- Karthik-HR

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/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

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/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.