6525 Casa Jobs - Page 12

We are currently looking for Acquisition Manager - Current Account/Household Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area. Required Candidate profile Industry _BFSI Products(casa, life insurance , MF ETC)

Roles and Responsibilities Sales, Portfolio Management, Business Development, Cross selling of bank products, Current Account, CASA, LI, GI, Demat accounts, Portfolio handling, HNI Client handling. Customer engagement, new client on-boarding, sales for classic portfolio customers Desired Candidate Profile More than 1 years of experience in Retail branch banking Sales or with NBFC. Hiring for Cashier, Personal Banker, BSM, CARM & Preferred RM. Local candidates shall be preferred

Roles and Responsibilities Sales, Portfolio Management, Business Development, Cross selling of bank products, Current Account, CASA, LI, GI, Demat accounts, Portfolio handling, HNI Client handling. Customer engagement, new client on-boarding, sales for classic portfolio customers Desired Candidate Profile More than 3 years of experience in Retail branch banking Sales. Hiring for Personal Banker/Relationship Manager Local candidates shall be preferred Minimum 3 years of experience in Sales, Banking, full time graduation, knowledge of basic banking functions and the economy

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...

Manage & grow HNI clients | Wealth Products: MF, Insurance, Investments Min 2 yrs Wealth/RM Exp (Banking/BFSI) | Graduate | NISM/AMFI+ preferred Apply Now (Free Placement): | Sanika: 9082104424 | Prajwal: 8850266500 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

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...

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...

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...

Job Title-Personal Banker Classic Business Unit-Retail Branch Banking Role Type-Individual Role (Incentive Based) Job Description Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience. Conduct frequent fie...

Role & responsibilities Managing Cross sell business through assigned team of sales officers in the designated area or territory Managing a team of sales officers Responsible for disbursement targets , sales officer productivity & lead conversion Ensure proper and complete documentation of loan documents (as per process requirements) and timely disbursements of loans Field Visit Interfacing with customers effectively for on-boarding of loans, resolution of queries and customer support To be fully acquainted and updated with process and provide necessary knowledge support to team of sales officers Strong commercial and business acumen Strong customer focus Preferred candidate profile Graduate...

Support the sales team in meeting their targets and driving performance Monitor market trends to uncover new client opportunities Build and maintain strong relationships with customers Implement sales strategies to capture new business prospects Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9265575889 Sr HR Krishna Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Support the sales team in meeting their targets and driving performance Monitor market trends to uncover new client opportunities Build and maintain strong relationships with customers Implement sales strategies to capture new business prospects Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9265575889 Sr HR Krishna Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Responsible for Achieving the Business Objectives of the Retail Branch Banking Team for the Branch and meet the Value, Volume and channel Productivity metrics. Required Candidate profile Current Experience in the present role must be 1.5 to 2 years +. No recent promotion. Required Book Size: GL Size is different from CASA book size.

New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams Required Candidate profile Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language

As part of the Consulting Delivery organisation, the candidate will be responsible to deliver functional & technical solutions required as part of project implementations across JAPAC-MEA region. The candidate will be responsible to lead implementation cycle end-to-end and will deliver overall solution design with focus onCorporate Banking, ensuring that the business requirements are met, while co-ordinating and managing the deliveries with various stakeholders within Oracle and the customer. For the role of Consulting Technical Manager, we are looking for a motivated and passionate individual, who can lead client engagements in retail, corporate and transaction banking and take Banking Solu...

We are looking for self-driven professionals interested in a career in Consulting Practice to join our niche Banking Domain. The position will support Senior Consultants Project Managers and teams of talented, professional business and technology consultants in the delivery of business focused solutions for our clients using Oracle applications, tools and technologies. Utilizing sound banking domain experience, banking product skills (Core banking & Product processors) and experience, the successful applicant will initially work on specific project tasks to achieve successful project outcomes and client referenceability. Over the long term the selected candidate will grow, with the help of e...

Role & responsibilities Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Man...

To monitor closely the HL data and cross sell insurance , fixed deposits and other products as introduced by the company to home loan customers To source open market business too and achieve the targets assigned

Date : 17th September(Wednesday) Time : 10:30am-1:00pm Location : HDFC Bank, Ground Floor, First floor, 302/30, Sanjay Colony, Medical Mod, Rohtak. Open Job Roles : Branch Manager, Teller/WD, PB Classic, PRM, IRM, Authorizer, BSM, CARM Job Description-PB Classic: Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients Address a...

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by bank. Required Candidate profile Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management.

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 Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

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

Any Sales Experience BFSI/NBFC/Telecom Managing the Insurance CASA LI GI FD AIF AUM relationship Customer-service orientation, Negotiation and Persuasion skills & Relationship building BFSI CASA Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with BFSI policies for the role and responsibilities Client Handling Understand the requirements of customers giving smooth on boarding experience Perks and benefits Best In BFSI*

Any Sales Experience BFSI/NBFC/Telecom Managing the Insurance CASA LI GI FD AIF AUM relationship Customer-service orientation, Negotiation and Persuasion skills & Relationship building BFSI CASA Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with BFSI policies for the role and responsibilities Client Handling Understand the requirements of customers giving smooth on boarding experience Perks and benefits Best In BFSI*

Hiring For Sales Executive Identify potential customers and generate leads through field visits Build & maintain strong, long-lasting client relationships Achieve assigned sales targets Ensure timely reporting of sales performance to the manager Required Candidate profile Mini. 1 year of field sales experience Strong local network in Kerala Graduation Mandatory Good communication & negotiation skills Immediate joiners preferred Contact for more info.: +91 81601 74117