3455 Casa Jobs - Page 10

JOB DESCRIPTION -HDFC BANK-(Bengaluru) A Imperia Relationship Manager (RM) at HDFC Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships. Wealth Management : Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products. Client Acquisition: Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities

Sell the Health insurance products to the customers Lead will be provided by the company Appointment based sales Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Insurance sales /Sales Age Limit :22- 35 Two-wheeler mandatory Perks and benefits Incentives

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

Relationship Manager- sales manager in a bank is responsible for selling bank products to its Retail customers. They can be involved in the selling of Credit Cards, Bancassurance (insurance provided by banks), CASA (Current Account, Savings Account).

Dear Candidate, We are urgent openings at Quality Kiosk for Finacle for Navi Mumbai Location. Candidate should have Experience in Finacle Core Banking. Candidate should have worked in Core Banking Hands on experience in CRM, CASA, TD, Clearing, Branch Operations, CC/OD, Payments, Asset, API testing.. Should have hands on experience of writing Test scenario based on User stories. Should have hand on experience of executing Test case and reporting defects. Must have good communication skills written and verbal both. Should be ready to work from office. Should be aware about defect life cycle. Should have Agile scrum knowledge. Interested candidates can share their resume at namrata.rupanwar@qualitykiosk.com

Candidate must have experience in at least years 2 + Years in BFSI Sales Products : Casa, life insurance , MF ,LI,GI , Current account, demat account , Acquisition, NTB & ETB Sourcing Age should be 28 years Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets

Planning and coordinating agency activities to ensure business goals are met Implementing strategic plans and setting objectives for performance and growth Recruiting, training, and mentoring agency staff,achieving performance targets for sales

Role & responsibilities Overall Job Description To grow the liability base of the bank by deepening relationships of mapped customer base. To service clients covering all their banking needs including bank/3rd party products. To enhance product penetration in the mapped customer base. To activate clients on Non-branch delivery channels including Net banking, Mobile Banking, Video Branch, ATM, POS etc. To sell bank and third party products with a view to enhance revenue per client. To conform to processes of the bank and have a high focus on compliance. Preferred candidate profile

Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Easily establish relationship with customers and build a rapport. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions. Maintain highest order of honesty, transparency and integrity in all actions.

Acquisition of CASA & liabilities a/c from cold calling, market reference, Fixed Deposit Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.

* Maintain healthy relations with Customers. * Look for better sales Opportunity to grow company revenue. * Lead and manage the activity of sales team. * Motivate them for Sales. * Handle the walkin customers. * Cross sale of other banking products. Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-hitisha.sresthinfo@gmail.com C - 9106057150 Perks and benefits On Roll Job + High CTC Incentives + Allowances

Urgent Hiring for!!! Key account manager!!! for one of the leading pvt ltd bank. Job Description: Generate New Business to the Bank by doing fresh Acquisition of CASA & other Banking products. Manage and sell Savings Account by conducting several marketing activities. Understand and analyse the customer needs and provide customised solutions to fulfil their requirements. Extend professional customer service to achieve a high level of customer satisfaction and retention. Specific Requirements: Should be tech savvy and comfortable using gadgets like tab/mobiles Prior sales experience in Banking /Financial Services/Insurance/NBFC/Pharma/Telecom sector is a must Preference would be given to candidates with Banking Sales background (Liability Products) Desired Behavioural / Functional Traits: Should be young and energetic with passion for sales Strong customer service orientation along with process adherence Education: Graduation must. Work Experience: 1 - 5 years sales experience preferably from Banking/Financial industry background Age Range: 21 - 30 Years Salary: Maximum up to 6 lacs (Based on current CTC & experience) Dress Code: Formal Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job Requirements Job Title - Deputy Manager-Acquisition(Current Account) Place of work - Palakkad, Kerala Business Unit - Retail Banking Function -Branch Banking Compensations - Best in class in the industry. In addition valuable service awards would apply. Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Qualifications: Graduate - Any discipline Part Time / Full Time - Full Time Experience: Minimum Number of Years 1-4 Industry BFSI Functional Area Sales Level / Capacity - Junior Management Work Experience Required 3+ years of experience in current account sales

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.

Kotak Mahindra Bank is hiring for Relationship Manager Role - Branch Banking for Delhi Location. Interested candidates can directly come for interview at below mentioned address :- Date 24th July 2025 (Thursday) Time 10 : 00 AM to 01 : 00 PM Interview Venue Kotak Mahindra Bank Ltd, 2nd Floor, Epicah Mall, Moti Nagar (Near Exit Gate No 3 Moti Nagar Metro Station) Contact Person Ram Sharma (RCEM) and Aatish Verma/Priyadarshini Pradhan (HR) Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online / offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements: Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance. Must be energetic, confident and go-getter. Age limit up to 34 years. Candidate must be currently working.

Job Title: Premium Current Account Manager (PCAM) Department: Retail Branch Banking / Business Banking Location: Mumbai Experience Required: Minimum 4 years in business banking Key Responsibilities: Acquire high-value current account customers (individuals & businesses) Drive CASA (Current Account Savings Account) growth with a focus on premium segment Identify and onboard trade & SME clients with large transaction volumes Cross-sell banking products: cash management, payment gateways, insurance, forex, etc. Ensure KYC compliance and smooth onboarding process Develop and maintain long-term relationships with clients to generate repeat business Monitor account activity and ensure high activation and utilization rates

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

- Hire best in class sales advisors from open market - Generate leads from open market and sell various financial products - Train, Motivate and Grow your team of advisors - Generate more and more leads from advisors - Achieve monthly sales goals Required Candidate profile - Local candidate with good local network - Candidate have bike and driving license - Good in communication and confidence Perks and benefits Insurance + Incentives + Fasttrack Promotion

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Pandariya , Pendra Road, TIFRA, RAIGARH Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBI CAP SECURUTIES LIMITED shop No. 5 &6, 1st floor, T.M Business Park, Shrikant Verma Marg, Bilaspur, Chhattisgarh 495001

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading pvt sector bank. Key Responsibilities: Acquire high-value new-to-bank customers monthly. Promote family banking to increase relationship value. Manage assigned client relationships to grow wallet share. Drive cross-sell of: Digital banking and wealth products Investments, insurance, and loan products Meet personal book and fee income targets. Ensure prompt and proactive customer service. Provide feedback for better customer experience. Eligible for quarterly incentives based on target achievement. Desired Experience: Experience: 34 years in banking (private, PSU, co-operative, or rural banks). Background: Customer-facing branch role with ops & regulatory knowledge. Skills: Fluent in English & regional language, MS Office, banking software. Extra Advantage: Additional language fluency. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Planning and executing open market acquisition & cross buy penetration from existing customer Excellent Leadership – Lead from front Strong communication and interpersonal skills Good at data management and analysis

Role & responsibilities Branch Operations Manager Relationship Manager Relationship Officer Customer Service Executive Preferred candidate profile 1 to 8 years of experience in Retail Banking Sales Liabilities, Business Understanding, Digital Mindset with excellent Communication Skills

Role & responsibilities 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 supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Role & responsibilities 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 supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Dear Candidate, Urgent Opening with leading Bank. Designation : Elite Relationship manager CTC : 10 LPA Location : Nagpur Key Responsibilities: 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided by Bank in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management at Bank 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets Desired Experience: • Number of years of experience (range): 3-4 years • Type of companies/sector worked for: Banking private sector banks, cooperative banks, PSU banks, rural banks. • Responsibilities managed in the previous organizations: The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations. Knowledge of banking practices, guidelines and regulatory requirements are essential for this role • Languages: Fluency in English and regional language of the state applying for. Ability to speak in other regional languages would be an added advantage. • Computer/technical skills (if any): Good in MS Office, Banking Software's, Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973