6525 Casa Jobs - Page 10

Job Summary Individually acquire and nurture relationships of the bank through w premium accounts/casa Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales 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. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued ...

I. KEY DUTIES & RESPONSIBILITIES OF THE ROLE (These responsibilities are representative and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key deliverables and responsibilities of the role) Business Meet the set targets on current account in terms of open market acquisition Focus on building the current account book for the bank Understand need and acquire customers who meet the criteria for liability products through either of the below channels: o Leads generated by branch staff and personal leads o Ref...

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge/services. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Share CV at jyoti@sadhanaservice.com / 93283 80990 Sr HR Jyoti Perks and benefits OnRoll Job Career Growth Medical Benefit Insurance

Role & responsibilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Local candidate of Sirsa

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.1 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 21 - 40yrs Share CV at jyoti@sadhanaservice.com / 93283 80990 Sr HR Jyoti Perks and benefits OnRoll Job Career Growth Medical Benefit Insurance

Walk-In Recruitment Drive: Roles - PB Classic, PB Sales, Teller, Welcome Desk, Imperia & Preferred RM Date - 18-Sep-25 (Thursday ) Time - 11am-1pm (Timings to be followed strictly) Contact person - Divya Yadav Location - Gurgaon Sector 53 Interview Venue - HDFC bank, Vatika Atrium,Vatika Atrium, A-Block, Golf Course Road, Sector-53, Gurgaon, Haryana . Seeking experienced candidates only for mentioned roles (Minimum 3+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities (Sales) - PB 3+ Years of Exp required in Banking Sales and RM/BSM 5+ Years of exp required in Banking Sales - Identify and acquire new customers for the bank's current account products...

Roles and Responsibilities Manage cash handling activities at the branch, including cash deposits, withdrawals, and reconciliations. Perform teller operations such as processing customer transactions, issuing receipts, and resolving queries. Assist with branch sales efforts by cross-selling bank products and services to customers. Maintain accurate records of all financial transactions and perform daily reconciliation tasks. Provide excellent customer service to ensure a positive customer experience. Desired Candidate Profile 1-3 years of experience in cashier activities or related field (preferably in banking). Strong knowledge of branch banking operations, including cash handling procedure...

Job Profile - Sales of Health Policies through agents in the assigned territory Job Role - 1- Acquiring new health Agents or Advisors on a regular basis. Licensing and tracking activation of the same regularly 2- Handling the health retail Product 3- Building relationships with Health agents. 4- Regular visit on field for sale of health policies with agents or individual. 5- Coordinating with other departments such as Underwriting, Claims, & Operations 6- To meet Agents, Lead providers, intermediaries on regular basis and maintaining records in a planned manner. 7- Training and motivating the health agents to qualify contests and thus bring in incremental business. Preferred candidate- 1- Al...

Hiring for Hyderabad. CTC upto 5 LPA Role & responsibilities Acquire new customers by generating leads from the market and from existing customers. Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise. Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio. Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans. Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party prod...

1.Banking Knowledge preferably 2.Back office work 3.Good Communication skills and Pleasant Personality 4.Bank Pay Roll Job 5.No sales profile or target type job 6.Handsome salary and perks 7.Fresher or exprience can apply fix sallary sitting job....

Achieving sales target through Assigned leads, which may be self generated or generated by branch,call centers & other sources Meeting prospective customers in the assigned geographic to understand their financial needs & selling insurance solutions

Role & responsibilities To service clients covering all their banking needs including bank/3rd party products Authorization & audit checks for all operation transactions Looking after client servicing at the branch lobby Checking KYC documents on new client Account opening forms. To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Candidate Specifications Any graduate with prior BFSI experience of 1 - 7 years (Must) Aged below 33 years (Must) Open Positions - Tiruchirapalli, Sankari, Karur, Omalur Suitable resumes can be shared with suregha.l@indusind.com

Role & responsibilities Acquire new customers by generating leads from the market and from existing customers. Opening of the Current A/C & Savings A/C Maintaining relationship with the existing customer Preferred candidate profile A graduate with experience in casa sales preferred. Banking Experience required. Candidates currently working Minimum 2 years experience Applicable for both Male/Female candidates

• Managing the relationship • Bank responsible for meeting sales through Bank • Responsible for sales of LAP/Mortgage loans in the assigned Branch • Lead generation and meet value number targets * For more info. Call on: 9429770204 Hr Shivani Required Candidate profile 1 year of 4 years experience in NBFC or banking sectors in home loans, mortgage loans, or LAP, particularly in the DSA channel Knowledge of housing finance products Open Market - Field sales

Walk In Drive Details Drive Date - 22nd September 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, Bidhannagar AA 50, Salt Lake Sec. 1, Bidhannagar, Bidhannagar, Kolkata - 700064 Interview Time - 10am to 3pm Contact Person- Mr. Joy Mukherjee. Job Location: Anywhere in North Kolkata. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospec...

Walk In Drive Details Drive Date - 23rd September 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, New Alipore 98, Nalini Ranjan Ave, Block A, Block H, Near Vidya Bharati School, New Alipore, New Alipore - 700053 Interview Time - 10am to 3pm Contact Person- Mr. Partha Banerjee. Job Location: Anywhere in South Kolkata. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels ...

Job Title: CRM (Current Account RM) Overall Goal: Current Account RM will be responsible for Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile && need of the these current account customers 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 Relationship Manager CASA Acquisition of High-End Current Accounts through open market along with cross selling of other products of the Bank. 1 New to bank acquisition of high end cur...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of 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 a...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liabil...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road, Kagadaspura and CV Raman Nagar 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 pro...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

I. ROLE PURPOSE & OBJECTIVE As a product specialist, RM TASC & GOVERNMENT BANKING Business will be responsible for acquisition of new to bank retail institutional customers through self-sourcing as well as through mapped branches, relationship management and deepening of portfolio of retail institutional customers of the mapped branches of the Branch Banking of the assigned regions / territory / clusters. Will be driving TASC & GOVERNMENT BANKING Business along with cross sell of products such as POS, QR, Payment Gateway, CMS, payment and collection solutions, fee collection & other fintech solutions as per alliances and partnerships within branch banking for ring-fencing the customers and e...

Job Description: As a Premier Acquisition Manager, your role will involve acquiring High Net Worth Individuals (HNI's) exclusively. You will be responsible for selling Third Party Products (TPP) and generating revenue, as well as building the Current and Savings Account (CASA) book size. Additionally, you will conduct regular promotional and customer events to generate leads, and cross sell Mutual Funds (MF), Gold, Insurance, and other asset products. Key Responsibilities: - Acquire High Net Worth Individuals (HNI's) as clients - Sell Third Party Products (TPP) to generate revenue - Build the Current and Savings Account (CASA) book size - Conduct regular promotional and customer events to ge...

Role & responsibilities: Drive sales through direct customer acquisition and business development. Manage and mentor a team of sales executives to achieve monthly targets. Generate leads through references, networks, and self-sourcing. Build and maintain strong client relationships for long-term business. Ensure achievement of assigned sales & revenue goals. Preferred candidate profile: Graduate mandatory. 1-5 years of sales experience (BFSI preferred). Team handling & leadership skills. Local market knowledge. Strong communication For more details, contact: Princy Z. | +91 9327916832

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...