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1318 Casa Jobs - Page 15

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7.0 - 12.0 years

10 - 20 Lacs

Mumbai, Navi Mumbai, Mumbai (All Areas)

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Managing Sales Operations and overall functioning of the branch. Cost Management and Cost-effectiveness at the branch to ensure profitability, also ensure that the branch adheres to the Know Your Customer (KYC) and Anti Money Laundering (AML).

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0.0 - 4.0 years

2 - 3 Lacs

Chennai, Bengaluru, Delhi / NCR

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Candidate must be a graduate MBA Fresher welcome and BFSI Sales experience can apply Bike is mandatory Comfortable for Field sales - outside sales Open to Travel Interested candidate can call @HR Neebha- 8384075250

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1.0 - 3.0 years

1 - 3 Lacs

Panskura, Tamluk, Chaitanyapur

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Walk In Drive Details Interview Date - 17th June- 2025 Interview Location - Ujjivan Small Finance Bank -Bahir Gram, Ward No. 8, Bahir Gram, Panskura, Purba Medinipur, Bahir Gram, PANSKURA - 721152 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Panskura, Tamluk & Chaitanyapur (West Bengal) 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.

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1.0 - 3.0 years

1 - 3 Lacs

Domjur, Shibpur

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Walk In Drive Details Interview Date - 16th June- 2025 Interview Location - Ujjivan Small Finance Bank -South Shibpur, No. 395/2 AB Palace G T Road, South Shibpur, Opp- Kids Lovedale School, South Shibpur, Howrah - 711103 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Shibpur & Domjur (West Bengal) 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.

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4.0 - 8.0 years

4 - 8 Lacs

Durg, Korba, Bhilai

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Job description Role & responsibilities Preferred RM- HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) - Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio - Acquire new customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio Candidate Must have 5 years of experience in retail branch banking sales. Role & responsibilities. Job Location -Balod, Bhilai & Champa Note -Interested candidate can share there updated CV in rukhsar.rahman@hdfcbank.com

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2.0 - 5.0 years

3 - 4 Lacs

Puducherry, Chennai, Coimbatore

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* Lead & manage the team ensuring business targets are met. * Manage recruitment of Sales Persons. * Develop & Implement sales strategies to achieve revenue goals. * Provide training & assign task to Sales team. * Manage Performance report of Team. Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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1.0 - 3.0 years

1 - 3 Lacs

Dhaniakhali, Bandel, Chakdaha

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Walk In Drive Details Interview Date - 16th June- 2025 Interview Location - Ujjivan Small Finance Bank -Baidyabati, B26[187/3A], Kunja Villa, Ground & 1st Floor, GT Road, Kajipara, PO-Baidyabati, PS-Sreerampur, Baidyabati, Hooghly - 712222 Interview Time - 10 am to 3 pm Contact Person- Mr. Malay Kumar Laha (Area Head-Branch Banking) Job Location: Chakdaha + Bandel + Dhaniakhali (West Bengal) 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.

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1.0 - 3.0 years

1 - 3 Lacs

Kolkata

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Walk In Drive Details Interview Date - 17th June- 2025 Interview Location - Ujjivan Small Finance Bank -Elgin Road, No. 13, Ground Floor, Lala Lajpat Rai Sarani, Bhowanipore, Near PC Chandra Jewellers, Elgin Road, Kolkata - 700020 Interview Time - 10 am to 3 pm Contact Person- Mr. ARIJIT DASGUPTA & Mr. SUDIP DEY (Area Head-Branch Banking) Job Location: Across Kolkata (West Bengal) 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.

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2.0 - 5.0 years

3 - 4 Lacs

Visakhapatnam, Hyderabad, Mahabubnagar

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Handling walk-in customer of branch. Pitched company product to customer. Maintain relationship with clients & customers. Handel bank's customers & Generate banking product business. Providing regular updates of products. Handle sales team. Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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4.0 - 9.0 years

7 - 17 Lacs

Ahmedabad, Bengaluru, Delhi / NCR

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Responsible for acquiring and managing 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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3.0 - 8.0 years

5 - 15 Lacs

Ahmedabad, Bengaluru, Delhi / NCR

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Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

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1.0 - 2.0 years

1 - 2 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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Position : SBI General Insurance Sales Location : Ghansoli Shift : 9:30 AM 6:30 PM Week Off : Fixed Sunday Requirements : Minimum Qualification: HSC Pass Must have at least 6 months of sales experience Good English communication skills To schedule your interview Call or send your CV through WhatsApp/Mail (number mentioned below) HR Dhanashri: 7796426785

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1.0 - 6.0 years

2 - 3 Lacs

Udaipur, Jaipur, Jodhpur

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Managing Sales of Home Loan Product Sourcing business through open market - DST & DSA Strong knowledge of home loans, LAP, mortgage loans Sourcing - DSA.DST, Open Market ,Connectors Required Candidate profile Should have minimum 6 months of experience in sales (Home loan/ Mortgage Loan / Lap / Cross Sell) Open for travelling Good communication skills

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2.0 - 6.0 years

2 - 5 Lacs

Dindigul, Chennai, Coimbatore

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Roles and Responsibilities Client Acquisition & Relationship Management: Acquire and manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs). Deepen existing client relationships by understanding financial goals and offering tailored banking and investment solutions. Business Development & Revenue Growth: Identify and execute cross-sell opportunities across liability products such as credit cards, life insurance, general insurance, fixed deposits, and mutual funds. Drive consistent growth in the portfolio value through new client acquisition and increased wallet share. Channel Collaboration: Collaborate with retail branch banking teams to create and convert business opportunities across regions and channels. Support team-based targets while promoting synergy between departments. Third-party Product Sales: Promote and sell third-party financial products in partnership with leading institutions, ensuring regulatory and compliance standards are met. Customer Service Excellence: Deliver best-in-class customer service by promptly addressing client inquiries, concerns, and service requirements. Ensure timely and accurate documentation, onboarding, and service delivery for all clients. Qualifications and Skills: Graduate/Postgraduate in Finance, Commerce, or related fields. Proven track record in HNI/NRI relationship management within the banking/financial services industry. Strong product knowledge across banking and investment offerings. Excellent communication, interpersonal, and negotiation skills. Ability to work independently as well as in a team-oriented environment.

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5.0 - 10.0 years

10 - 20 Lacs

Mumbai, Pune, Ahmedabad

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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 Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. Manage productivity and overall morale of branch team members. Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.

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1.0 - 4.0 years

2 - 4 Lacs

Hyderabad, Tirur

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Job Description Functional Designation Relationship / Sales Manager - CASA Department Branch Banking Job Sales / Acquisition Job Title Assistant Manager; Deputy Manager Location PAN India- As defined Reporting To Branch Manager Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities Sr. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation 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. 4 Activities for lead generation 5 Cross 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 Minimum Graduate Preferred MBA + IRDA qualified Experience Essential 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 Skill Attribute Computer Skills Good skills of Excel. Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX will be preferable. Behavioural Skills Skill Attribute Communication Skills Good written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards Interested Candidates Contact:7207997185

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1.0 - 5.0 years

2 - 5 Lacs

Chennai, Coimbatore

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To acquire high-end Current and Savings Accounts (CASA) through open market sourcing and drive cross-selling of other banking products and services, ensuring customer activation, retention, and a seamless transition to branch banking. Key Responsibilities Responsibility: 1: Acquire high-value Current Accounts through open market leads and achieve monthly CASA targets. Ensure strict adherence to bank policies, including KYC and AML compliance. 2: Ensure seamless onboarding and handover of new customers to the branch banking team for long-term engagement. 3: Drive early activation of accounts (within M1 and Q1): ensure customers maintain Average Quarterly Balance (AQB), initiate transactions, achieve 75% internet banking penetration, and 50% DSB (Digital Savings Bank) penetration. 4: Conduct lead generation activities in the catchment area through direct sourcing, networking, and promotional events.5Identify and generate leads for cross-selling; coordinate with Branch Manager and product teams (RBL, Trade, FX, CMS/DSB, etc.) to deliver comprehensive banking solutions. Qualifications & Experience Education : Minimum: Graduate Preferred: MBA with IRDA certification Experience : 1- 5 years of experience in acquiring New-to-Bank Current Accounts, preferably in the SME segment In-depth knowledge of commercial catchments and local business ecosystems Fluency in the local language is essential Competency Requirements Technical Skills Computer Proficiency : Strong knowledge of MS Excel Banking Knowledge : Basic understanding of Business Banking products including Trade, Forex, and CMS is desirable Behavioral Skills Communication : Strong verbal and written communication skills; fluency in English Sales Acumen : Target-driven with a proven track record in customer acquisition and relationship building Teamwork & Coordination : Ability to collaborate with internal teams to deliver value-added services to clients

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1.0 - 6.0 years

1 - 4 Lacs

Ahmedabad, Jaipur

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Dear Candidate, We have an opportunity for Sales Officer- CASA. Job 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 Banks 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 You can reply us back with your latest profile on siddhesh.bhor.ext@yesbank.in Contact- 7738474256

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1.0 - 6.0 years

1 - 3 Lacs

Bhuj

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Dear Candidate, We have an opportunity for Sales Officer- CASA. Job 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 Banks 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 You can reply us back with your latest profile on siddhesh.bhor.ext@yesbank.in Contact- 7738474256

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1.0 - 6.0 years

2 - 4 Lacs

Udaipur, Jaipur, Jodhpur

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Role & responsibilities Achieve monthly and quarterly sales targets for home loans and other mortgage products. Generate leads through multiple channels including real estate developers, agents, and referrals. Identify prospective customers, assess their financial needs, and present suitable home loan solutions. Actively engage in direct sales activities such as client meetings, property site visits, and networking events. Develop and maintain relationships with real estate developers, property brokers, and other stakeholders to generate leads Preferred candidate profile Excellent relationship management skills Good communication, negotiation and interpersonal skills Role: Relationship Manager (B2B) Industry Type: NBFC Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales/Branch Banking

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1.0 - 6.0 years

2 - 4 Lacs

Gorakhpur, Kanpur, Agra

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1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.

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1.0 - 6.0 years

2 - 4 Lacs

Dehradun, Meerut

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1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.

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1.0 - 6.0 years

3 - 5 Lacs

Madurai, Coimbatore, Erode

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1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.

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5.0 - 10.0 years

12 - 22 Lacs

Pune, Chennai, Mumbai (All Areas)

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Business Analyst with Strong knowledge of VAM, cash concentration, intra-day liquidity .Exp. in implementing corporate deposits or liquidity engines,Global Travel Required • Capture requirements for CASA, sweeps, pooling and liquidity forecasting. Required Candidate profile Drive next-gen deposit structures& intelligent liquidity optimization programs for leading commercial banks.Model virtual account hierarchies,interest rules & balance algorithms.Define business logic

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5.0 - 7.0 years

5 - 8 Lacs

Nagpur

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The Sales Manager - CASA will lead efforts to drive sales of Current and Savings Accounts (CASA) for the bank. The role includes setting sales targets, developing strategies to acquire new clients, and managing the CASA sales team. The Sales Manager will also be responsible for maintaining high levels of customer satisfaction and ensuring that the branch meets its CASA growth targets. Strong sales and leadership skills are crucial for success in this role.

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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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