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2.0 - 7.0 years
3 - 4 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
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
Posted 4 days ago
1.0 - 6.0 years
4 - 4 Lacs
Kochi
Work from Office
•Responsible for ensuring the NTB Current accounts sourced during the year maintain True Value relationship. •Responsible for early cross sell to newly acquired Customers.
Posted 4 days ago
2.0 - 6.0 years
1 - 4 Lacs
Udaipur, Ajmer, Jaipur
Work from Office
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
Posted 4 days ago
0.0 - 4.0 years
2 - 3 Lacs
Kota, Udaipur, Jaipur
Work from Office
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
Posted 4 days ago
1.0 - 6.0 years
2 - 3 Lacs
Noida, Baramati, Nashik
Work from Office
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).
Posted 4 days ago
2.0 - 6.0 years
1 - 4 Lacs
Guwahati, Kolkata, Tinsukia
Work from Office
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
Posted 4 days ago
2.0 - 6.0 years
3 - 5 Lacs
Pune, Mumbai (All Areas), Wakad
Work from Office
--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
Posted 5 days ago
2.0 - 6.0 years
2 - 5 Lacs
Gurugram
Work from Office
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
Posted 5 days ago
1.0 - 6.0 years
1 - 6 Lacs
Bhilai
Work from Office
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.
Posted 5 days ago
0.0 - 5.0 years
1 - 4 Lacs
Bhilai
Work from Office
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.
Posted 5 days ago
0.0 - 4.0 years
2 - 4 Lacs
Bharuch, Jamnagar, Ahmedabad
Work from Office
Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Understanding of client requirement Share CV at Meera@theinfinityspace.com / 70462 50645 HR Meera Perks and benefits On Roll Full Time Mediclaim Career Growth
Posted 5 days ago
1.0 - 6.0 years
2 - 4 Lacs
Kota, Udaipur, Ajmer
Work from Office
Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - kriti@theinfinityspace.com Perks and benefits Full Time On Roll Medical benefits Career Growth
Posted 5 days ago
0.0 - 5.0 years
1 - 4 Lacs
Bengaluru
Work from Office
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 Bank’s 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 CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 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
Posted 5 days ago
2.0 - 7.0 years
2 - 6 Lacs
Kochi, Ernakulam, Vadakara
Work from Office
Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 5 days ago
2.0 - 7.0 years
2 - 3 Lacs
Bengaluru
Work from Office
Job Description Functional DesignationRelationship Manager - Premium AccountDepartment Branch Banking Job Sales / Acquisition Location Banglore Reporting To Branch Manager Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities Sr.Key Responsibilities 1New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4Activities for lead generation 5Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Qualifications and Experience Requirement Qualifications MinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential- 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment - Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. - Should know the local language. Competency Requirements Technical Skills SkillAttribute Computer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable. Behavioural Skills SkillAttribute Communication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards
Posted 5 days ago
2.0 - 7.0 years
2 - 6 Lacs
Thalassery, Raichur, Vijayapura
Work from Office
Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 5 days ago
2.0 - 7.0 years
2 - 6 Lacs
Hospet, Hassan, Madikeri
Work from Office
Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 5 days ago
1.0 - 6.0 years
1 - 3 Lacs
Jalgaon, Sangamner, Malegaon
Work from Office
Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On roll with HDFC Group Career growth
Posted 5 days ago
1.0 - 6.0 years
1 - 3 Lacs
Chiplun, Beed, Pune
Work from Office
Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On roll with HDFC Group Career growth
Posted 5 days ago
1.0 - 6.0 years
1 - 3 Lacs
South Goa, Kolhapur, Karad
Work from Office
Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On roll with HDFC Group Career growth
Posted 5 days ago
1.0 - 6.0 years
1 - 4 Lacs
Nadiad
Work from Office
Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Interested Candidate can share there profile on below mention details.siddhesh.bhor.ext@yesbank.in Contact No - 7738474256
Posted 5 days ago
1.0 - 6.0 years
2 - 5 Lacs
Hassan, Tumkur, Mysuru
Work from Office
Lead and monitor sales team, fostering a high-performance culture. Develop and execute sales strategies aligned with business goals. Build strong customer relationships and meet sales targets. Oversee the end-to-end sales cycle and Negotiate deals. Required Candidate profile Any Graduate with Min 1 to 2 year of sales exp. Good communication skills Leadership/Convincing skills Open market/Strong Network Share CV at Jyoti@theinfinityspace.com / 93283 80990 Sr HR Jyoti Perks and benefits Fixed Salary + Incentives Mediclaim Career Growth
Posted 5 days ago
1.0 - 6.0 years
2 - 5 Lacs
Nagercoil, Puducherry, Salem
Work from Office
Lead and monitor sales team, fostering a high-performance culture. Develop and execute sales strategies aligned with business goals. Build strong customer relationships and meet sales targets. Oversee the end-to-end sales cycle and Negotiate deals. Required Candidate profile Any Graduate with Min 1 to 2 year of sales exp. Good communication skills Leadership/Convincing skills Open market/Strong Network Share CV at Jyoti@theinfinityspace.com / 93283 80990 Sr HR Jyoti Perks and benefits Fixed Salary + Incentives Mediclaim Career Growth
Posted 5 days ago
1.0 - 3.0 years
1 - 3 Lacs
Samastipur, Tajpur, Kalyanpur
Work from Office
Walk In Drive Details Interview Date - 20th June- 2025 Interview Location - Ujjivan Small Finance Bank-Samastipur, Dr. KP Singh Tower, Mohanpur Road, Opp. HDFC Bank, Adarsh Nagar, Samastipur, Samastipur - 848101 Interview Time - 10 am to 3 pm Contact Person- Mr. Anant Kumar (Area Head-Branch Banking) Job Location: Samastipur + Tajpur + Kalyanpur + Teghra + Dalsingsarai. 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 prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. 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 Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 5 days ago
1.0 - 6.0 years
1 - 4 Lacs
Nadiad
Work from Office
Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 5 days ago
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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.
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.
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.
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.
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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