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1.0 - 6.0 years

3 - 4 Lacs

Kolhapur, Nashik, Pune

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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

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1.0 - 6.0 years

2 - 3 Lacs

Kolkata, Chinsurah - Magra, Krishnagar

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• You have to sale life insurance policy by convincing following type of Customers 1. Walking customers 2. Existing customers 3. If Leads provided by Branch 4. Your own contacts etc. • You may have to visit customers if required

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2.0 - 7.0 years

4 - 5 Lacs

Kochi

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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

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2.0 - 7.0 years

3 - 4 Lacs

Valsad, Ahmedabad, Vadodara

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Direct Call:- 7383350854 *On Role Job *Recruit adviser *Generate business through the advisers *Lead the team of advisers *Motivate them to achieve targets Required Candidate profile Graduation Must Age: 21 to 38 years Experience: 1+ years in sales and marketing industry Bike Must Good Communications Skills

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4.0 - 9.0 years

6 - 16 Lacs

Ahmedabad, Bengaluru, Delhi / NCR

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In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

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2.0 - 6.0 years

2 - 4 Lacs

Karad, Sangli, Aurangabad

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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

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3.0 - 8.0 years

7 - 17 Lacs

Ahmedabad, Bengaluru, Delhi / NCR

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Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

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2.0 - 7.0 years

2 - 5 Lacs

Kolhapur, Panaji, Sangli

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Support the team in sales with outreach and coordination Assist in executing campaigns and interacting with clients Track departmental reports and maintain sales funnel data Maintain relationships with key clients and partners/advisors Required Candidate profile Graduation in Any Stream Mini. 2 Years in any sales or Marketing Attractive Personality & good communication skills One who ready for challenges Contact for more information: 78620 87265 | Rupa

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2.0 - 7.0 years

2 - 6 Lacs

Nagpur, Nashik, Pune

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Job Summary: We are seeking a dynamic and results-driven Area Sales Executive to manage and grow sales within a designated geographic area. The ideal candidate will be responsible for meeting sales targets, developing strong customer relationships, and executing sales strategies effectively. Role & responsibilities Generate leads and identify potential team of advisors from open market. Conduct initial customer outreach via calls, emails & meetings. Understand customer needs and explain product solutions. Maintain CRM data, update sales pipeline and reports. Support overall sales targets by driving qualified leads. Preferred candidate profile Graduate in any stream. 2+ years of experience in sales or business development. Strong communication and convincing skills. Self-motivated, target-oriented and organized. Call : 78620 87265 | Rupa Mail : rupa@tekpillar.com

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1.0 - 4.0 years

2 - 4 Lacs

Hyderabad, Chennai, Bengaluru

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Sell the life 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 Life Insurance sales Age Limit :22- 35 Two-wheeler mandatory we have opening in Hyderabad,Bangalore,Chennai,Kerala (Calicut ,Trivandrum) Perks and benefits Incentives

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2.0 - 7.0 years

3 - 4 Lacs

Kolhapur, Nashik, Sangli

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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

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1.0 - 6.0 years

2 - 4 Lacs

Vijayawada, Guntur, Machilipatnam

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Direct call :- 6352448697 Recruit adviser Generate business through the advisers Lead the team of advisers Motivate them to achieve targets Provide training and guidance to them. On Role Job Required Candidate profile Graduation Must Age: 21 to 40 years Experience: 1+ years in sales and marketing industry Bike Must Good Communications Skills

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1.0 - 6.0 years

2 - 4 Lacs

Nagpur, Pune, Mumbai (All Areas)

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Hiring Relationship Manager Pune , Kolhapur, Solapur ,Goa, Nasik ,Nagpur ,Ahmednagar ,Aurangabad , Wardha , Sangli Use company-provided leads (40-60%) & generate additional leads through referrals Explain policy benefits over the phone and convince customers to buy Follow up with potential customers, handle objections, and close sales Key Responsibilities: Cultivate and sustain robust relationships with clients to comprehend their financial objectives. Offer expert advice on investment products, including equities, derivatives, and various financial instruments. Met sales targets through effective client engagement and identifying cross-selling opportunities. Deliver exceptional customer service and respond to client inquiries in a timely manner. Remain informed about market trends and regulatory developments to provide well-informed investment guidance. Qualifications: A bachelor's degree in finance, Business, or a related discipline. A minimum of 2 years of experience in any BFSI field sales. Excellent communication and client management skills. Familiarity with financial products and market dynamics. For more information! Call :: +91 9904750213 Mail Resume :: nisha@tekpillar.com

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2.0 - 7.0 years

3 - 4 Lacs

New Delhi, Gurugram, Delhi / NCR

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Direct Call:- 6352491038 *On Role Job *Leads will be not Provided *Recruit adviser *Generate business through the advisers *Lead the team of advisers *Motivate them to achieve targets Required Candidate profile Graduation Must Age: 21 to 38 years Experience: 1+ years in sales and marketing industry Bike Must Good Communications Skills

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2.0 - 7.0 years

3 - 4 Lacs

Pune, Ahmedabad, Mumbai (All Areas)

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Direct Call:- 6352491038 *On Role Job *Leads will be not Provided *Recruit adviser *Generate business through the advisers *Lead the team of advisers *Motivate them to achieve targets Required Candidate profile Graduation Must Age: 21 to 38 years Experience: 1+ years in sales and marketing industry Bike Must Good Communications Skills

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1.0 - 6.0 years

4 - 4 Lacs

Kochi

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•Responsible for ensuring the NTB Current accounts sourced during the year maintain True Value relationship. •Responsible for early cross sell to newly acquired Customers.

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2.0 - 6.0 years

1 - 4 Lacs

Udaipur, Ajmer, Jaipur

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Grow the business in your assigned area Meet your sales goals Teach your team about the products and how to sell them Build good relationships with your team and clients Plan and carry out sales activities Required Candidate profile Must Be a Local Candidate. Age Criteria: 24 to 40 Years. A bachelor's degree is mandatory. Good Communication Skills. How to Apply: Vikeeta P (HR): +91 7863846975

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0.0 - 4.0 years

2 - 3 Lacs

Kota, Udaipur, Jaipur

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Generate leads through direct marketing, field visits, and relationship management. Meet prospective customers and explain HDFC's home loan products. Achieve monthly sales targets for home loans and related financial products. Managing Sales of HL Required Candidate profile * Graduation Must * Must have 1 years of experience in any Sales / Banking / Finance / Insurance Sector * Good Communication skills * Age :- 21 to 38 Years * Contact : 70415 67785 HR Dharmishtha

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1.0 - 6.0 years

2 - 3 Lacs

Noida, Baramati, Nashik

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Promote and sell Home Loan and Loan Against Property (LAP) solutions to both salaried and self-employed individuals. Establish and nurture relationships with key partners like builders, DSAs, and property consultants to generate steady business. Required Candidate profile 1. Sourcing to loan disbursement of Home Loan Files. 2. Min. 1-5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 3. DSA and DST both are vacancy available (Individual role).

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2.0 - 6.0 years

1 - 4 Lacs

Guwahati, Kolkata, Tinsukia

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Create the necessary sales team Find and train the Team Regularly meet with Team Improving sales success Helping the sales Team to complete sales goals Educating clients about the benefits of company's products Manage the entire sales process Required Candidate profile Qualification: Any Graduate Experience: 2 + Years of Experience in Field Sales Local Candidate Required Kindly contact us at: Vishwa | HR Team Phone/WhatsApp: +91 92743 47729

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2.0 - 6.0 years

3 - 5 Lacs

Pune, Mumbai (All Areas), Wakad

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--As an Agency Manager - You will lead a team of agents, oversee sales activities, and ensure the achievement of business goals.The role requires a deep understanding of insurance products and a passion for leading and motivating teams. Responsibilities -Lead a team of Relationship Managers -Develop and implement sales strategies in line with organizational goals -Monitor team performance and provide training and supportAchieve team targets & ensure high performance -Build and maintain strong relationships with clients and stakeholders -Prepare and present sales reports and performance metrics Qualifications -Bachelor's degree in any field. -Minimum of 2-6 years of experience in Insurance and Banking or BFSI. -In-depth knowledge of health and life insurance products -Strong leadership and organizational skills -Excellent communication and interpersonal abilities -Proven track record of meeting and exceeding sales targets Skills -Sales strategy development -Team management -Customer relationship management -Insurance product knowledge -Market research and analysis -Performance monitoring -Training and development -Regulatory compliance -Communication -Leadership For more Info: Kevisha Lathiya | +91 8840 20556 Mail : kevisha@tekpillar.com

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2.0 - 6.0 years

2 - 5 Lacs

Gurugram

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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

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1.0 - 6.0 years

3 - 5 Lacs

Hyderabad, Chennai, Bengaluru

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Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 6 years BFSI sector candidates will be preferred more Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

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1.0 - 6.0 years

1 - 6 Lacs

Bhilai

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Desired Candidate Profile 1-6 years of experience in sales, acquisition, or relationship management in a similar industry (banking). Strong understanding of current account, CASA, merchant acquiring, HNI acquisition and merchant services concepts. Excellent communication and interpersonal skills for building strong relationships with clients. Ability to work independently with minimal supervision while meeting deadlines.

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0.0 - 5.0 years

1 - 4 Lacs

Bhilai

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Acquisition of Business Accounts/ Current Accounts from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)Role & 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 Preferred candidate profile Candidates should have minimum 1 year of experience in Sales.

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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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