3455 Casa Jobs - Page 12

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity. Bandhan Bank -Anna Nagar Branch Q block, New No. Q 60, Old, Q99, 3rd Ave, Anna Nagar, Chennai, Tamil Nadu 600040 Date: 23rd July 2025 Time: 10:00am to 3.00pm

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : New Marine Lines, Charni Road, Prabha Devi JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 6 -8 years of experience Post Graduate - 4-6 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Job Summary: We are seeking a highly skilled professional with expertise in banking norms, Reserve Bank of India (RBI) regulations for Current Account Savings Account (CASA) and Know Your Customer (KYC) norms . The ideal candidate must also be comfortable with SQL coding , ensuring efficient data management and compliance reporting. Candidate must have between 6-8 years of experience in digital banking domain. Knowledge of Core Banking Solutions is highly needed Key Responsibilities: Ensure compliance with RBI regulations regarding CASA and KYC norms. Lead the design of new digital products for CASA, owning the customer charges P&L Maintain and analyze customer data to meet regulatory requirements. Develop and optimize SQL queries for data retrieval and reporting. Work closely with compliance and operations teams to implement regulatory updates. Support internal audits and regulatory inspections, including frequent meetings with regulators Provide training and guidance on KYC and CASA-related policies to relevant teams. Qualifications & Skills: Educational Background: MBA from a tier 1 institute Experience: 6-8 years of experience in banking compliance, CASA, KYC regulations, and SQL-based data management. Digital banking experience is mandatory Technical Skills: Proficiency in SQL coding , database management, Excel and PowerPoint Strong understanding of RBI guidelines and industry best practices. Excellent written & spoken English, problem-solving and analytical skills. Interested candidates can share their resume at radhika@beanhr.com

Role & responsibilities Preferred candidate profile

Lead and manage a team of sales executives in the assigned region Drive sales performance and achieve monthly/quarterly revenue targets Identify new market opportunities and develop local strategies Required Candidate profile Graduate in any stream; 2–4years of relevant experience in field sales and team leadership Must have handled multiple locations Strong interpersonal, leadership, and analytical skills

1. Acquire new CASA accounts like individuals, small businesses, trusts, associations, societies, corporates. 2. Generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance, SIP, Loan. Call on 7827930908 for details. Required Candidate profile 1. 1-2 yrs. exp. in CASA Acquisition/ Merchant Acquisition/ QR Sales/ Field sales/ Direct Sales from BFSI Industry. 2. Must be ok in field sales and should have own bike. 3. Good Communication. Perks and benefits Incentives

*1 - 6 years exp. required for CASA Accounts *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Must have own vehicle and valid driving license *Go gather attitude and target-oriented *Decent personality & only relevant exp. with CASA sales *Immediate joiner preferred

Channel : Bancassurance Ban k - Equitas Small Finance Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Location - Karaikuddi If your Interested ; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

Develop and implement sales and marketing strategies Identify and approach potential clients Manage and maintain customer relationships Train and support the sales team Provide excellent customer service Lead and coordinate sales activities Required Candidate profile Graduate in any field 2+ years of sales expin any field sales (BFSI exp is a plus) Excellent and problem-solving skills Strong Communication and Customer Service skills Palak Rana | 88490 20556

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & 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 and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products / services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 24th Jul'25 (Thursday) Time 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

- Handel walk in customers in branch - Guide the customers for better product - Identifying new business opportunities - Cross-sell other products and service - Handle customer complaints and solve problems - On lead Visit customer place for meeting Required Candidate profile • Education: Graduate • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

Recruit and manage a team Leader of Life Insurance Drive team activation, conduct field activities, provide training and mentoring, ensure performance, and independently build a strong market presence CG areas. Required Candidate profile Min. 2+ yrs in Field Sales & Marketing exp. Graduate, age 21–40, with fieldwork & leadership skills. Local market knowledge. Must have sales & team handling ability. Call: +91 88497 11957

Recruit & lead a sales team Drive business growth through referrals& local networking Ensure consistent field activity& achievement of sales targets Inspire & motivate the team to boost performance Strong leadership skills & in-depth market knowledge Required Candidate profile Min. 1 years of experience in field sales & marketing Graduation mandatory Local candidate preferred Strong communication & team handling skills Who are willing to take new challenges

Hni Client Handling , Sale Banking Product Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Send Resume Jobs@xwelljobs.com. Call 9216163050 Required Candidate profile All Location Open Near Jaipur LocationBundi, Swamadhopour, Tonk, Bagru, kekri, deoli,raiwana, kotpuli, gailpur, jawanpura asind,

1. Achieving Business Objectives of the Retail Branch Banking Team through sales of CASA, FD, Loans & TPP like Insurance, Mutual Funds, Demat Accounts etc. 2. Branch handling & team management. 3. Customer service & escalation handling. Required Candidate profile 1. 2+ yrs. as BM from any private sector bank. 2. Good stability with top 2 ratings in last 2 yrs. 3. Must have managed 100 Crs. CASA book branch. Pls connect on 7827930908 for further discussion. Perks and benefits Attactive Incentives

The job involves direct customer service and sales to existing Max Life Insurance customers through relationship building. Customer leads will be provided by the company. The key responsibilities include driving revenue through cross-sell and up-sell opportunities, focusing on lead to conversion ratio, exceeding revenue and collection targets, conducting competition analysis, fixing self-appointments daily from the customer database, timely resolution of service requests, driving renewal collection, ensuring customer retention, establishing and strengthening relationships with customers, and providing financial planning assistance based on customer financial goals. Success in this role will be measured by adherence to TAT for updating systems, achieving cross-sell and up-sell business goals, resolving complaints and ensuring customer satisfaction, meeting retention targets, conducting more than 45 unique customer meetings per month, maintaining over 90% attendance, and scoring above 80% in functional trainings. The desired qualifications and experience for this position include being a graduate with 1-3 years of sales experience in Insurance, Mutual Fund, CASA, Investments, Loans, or Real Estate. A minimum of 6 months exposure to Life Insurance is required. The age bracket for candidates is 25-32 years, and owning conveyance is a must. The ideal candidate will possess knowledge, skills, and abilities such as process and result orientation, customer centricity, relationship building, basic computer knowledge, and good communication skills in English and a regional language. Max Life Insurance is committed to being an Equal Opportunity Employer that promotes inclusion and diversity in the workplace. If you are looking to join a company that values caring, collaboration, customer obsession, growth mindset, and people leadership, this role may be a great fit for you. For more information, please visit Max Life Insurance's website at www.maxlifeinsurance.com.,

Recruit, train, and manage a field sales team Set clear targets and ensure achievement of sales goals Develop strong market connections in your area Guide and motivate team members to excel Build and maintain strong client relations Required Candidate profile Min 2+ years exp. in field sales Team management skills Good local network and market understanding in GJ Excellent communication skills Graduation required Contact: Princy Z. | +91 9327916832

Job Requirements Role/ Job Title: Deputy Manager-Acquisition (Corporate Salary) Function/ Department: Retail Banking Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Deputy Manager-Acquisition (Corporate Salary) to join our Retail Banking team in Ahmedabad, Gujarat, India. As a leading bank in the country, we are committed to providing our customers with the best financial solutions and services. We are looking for a dynamic individual who shares our passion for excellence and is ready to take on new challenges. Roles & Responsibilities: Identify and acquire new corporate salary accounts for the bank Develop and maintain relationships with corporate clients to generate business Understand the financial needs of corporate clients and provide them with suitable banking solutions Collaborate with other departments to ensure smooth onboarding and servicing of corporate clients Meet and exceed sales targets set by the bank Keep up-to-date with market trends and competition to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by corporate clients Ensure compliance with all banking regulations and policies Minimum of 1 years of experience in corporate sales or relationship management in the banking industry Proven track record of meeting and exceeding sales targets Education Qualification: Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 2 to 5 years of relevant experience Functional Area – Sales

JOB DESCRIPTION -AXIS BANK-(Bengaluru) A Burgundy Relationship Manager (RM) at Axis 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

IndusInd Bank Job Description Banking Partner/Sr Banking Partner Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Banglore/hyderabad Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. 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. 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 in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.

Interact with customers, provide product information Meet sales targets and goals Generate leads and reach out to customers Follow up with customers post-sales Maintain accurate sales records Collaborate with team members Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

To meet sales targets, appoint, develop, and oversee a sales staff Create and implement sales strategies Increase the size of our client’s network Establish trusting bonds with clients Examine sales information to boost output Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Generate leads through fieldwork/cold calling/referrals Understand customer needs & recommend suitable plans Maintain strong relationship with clients Ensure proper documentation & policy processing Submit daily activity & sales report to the manager Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job High CTC + Incentives TA/DA

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - 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 Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - 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. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Role & responsibilities Hiring for Branch Sales Manager for Liability Products. It is a Team handling Role. Preferred candidate profile