10297 Casa Jobs - Page 17

Dear Candidates, Greetings from AV Global! Urgent Vacancy with Leading Private Sector Bank Role: Acquisition Manager - Current Account / Savings Account Location: Chennai Experience: Minimum 1 year of experience in sales from BFSI sector can apply. Age limit: 30 years and below Interested candidates can share profiles to deepika@avglobaladvisory.com / WhatsApp - 8925889567

1. Acquire new HNI & manage portfolio of existing clients. 2. Cross-selling of products like insurance, PMS, Deposits, Loans, & Mutual Funds, etc. 3. Regular client meetings to generate revenue, references & offer excellent customer service. Required Candidate profile 3-7 Yrs. exp. in HNI Sales/ Portfolio Management/ Retail Liabilities Sales from Banks/NBFCs. sales-oriented & understanding of investment products. Please connect on 7827930908 for more details. Perks and benefits Attractive incentives and career path.

Key Responsibilities: 1. Business Growth & Sales Drive CASA, fee-based income & investment/cross sell to meet branch-specific liability targets. Identify and acquire new customers within the local catchment area. Cross-sell banking products such as insurance, investment and payment solutions. Develop and execute local marketing and business development initiatives. 2. Branch & Team Leadership I. Build and lead a team of 45 Sales Managers and 23 Branch Support Staff. II. Guide, coach and motivate team members to achieve individual and branch goals III. Maintain a performance-oriented and customer-first culture at the branch. 3. Customer Relationship & Service Excellence Ensure superior custom...

identifies new opportunities, builds client relationships, and drives revenue growth by generating leads, creating strategies, and closing deals, often bridging sales, marketing, and product teams to expand market presence and meet company goals through research, networking, and strategic planning . Role & responsibilities Preferred candidate profile

Bancassurance & Health Sales Experience:ASM: 1–2 years | Sales Manager: 2–4 years Job location - Vashi Mandatory Health / General Insurance sales experience Departments-Bancassurance Sales Health Insurance Sales call 8850266500 Harpreet Required Candidate profile Sell Health Insurance products via brokers, DSAs & field sourcing Build and manage strong partner relationships Close deals end-to-end with full compliance Achieve assigned sales targets consistently Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Bancassurance & Health Sales |200 Openings | Freshers Preferred No Experience Required | Immediate Joining | Start Your BFSI Career Freshers Trainee-MBA-Postgraduate candidates Departments-Bancassurance Sales Health Insurance Sales call 9022157571 Required Candidate profile Connect with customers and explain insurance & banking products Support sales activities at bank branches Identify customer needs and suggest suitable solutions Achieve simple, realistic sales targets Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Responsibilities Identify high transacting customers and reduce the transactions of these customers. Identify Depleting customers and control them Handling of cash receipts and payments and ensuring transactions are carried out within the prescribed TAT without errors Cash balancing and Cash bundling Processing of Retail FX postings / Gold sales/Pre Paid Cards Executing of funds transfer/ FD closure / Account Closure Custodian for teller box Custodian for cheque drop boxes Ensure error free transactions of receipts & payments. Ensure highest level of customer service. Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the st...

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

Acquire new customers for banking products Generate leads through field sales and referrals Meet assigned monthly & quarterly sales targets Build and maintain strong customer relationships Ensure proper documentation and compliance Required Candidate profile Any Graduate 1+ year exp. in Sales or BFSI Strong communication & negotiation skills Target-oriented and self-motivated Local candidates preferred Contact: Princy Z. | +91 9327916832

Handle location-specific leads provided by the company Conduct face-to-face customer meetings for Sales Generate self-leads through referrals. Cross-sell and upsell insurance products Maintain accurate customer records Work from Hub Office Required Candidate profile Criteria : - Experience : Sales experience of 2+ years Insurance Preferred - Strong communication & convincing skills For better reach you can share your CV @ Ajay | 7984495928

Job Role & Responsibilities: Identify and visit potential customers in the assigned area Promote company products and services to individual and business clients Generate new leads and convert them into sales Achieve monthly and quarterly sales targets Maintain long-term relationships with existing customers Conduct regular market visits to understand customer needs and competitor activity Prepare daily and weekly sales activity reports Candidate Requirements: Graduation preferred Minimum 1 year of experience in field sales & marketing Strong communication and convincing skills Ability to work independently in the field Knowledge of the local market will be an added advantage Interested cand...

Role & responsibilities Associate Manager JD focuses heavily on customer acquisition (CASA, Corporate Salary, Household), sales target achievement, and relationship building, involving lead generation, product explanation, digital on boarding, and ensuring high-quality, compliant sourcing for banking products like savings/salary accounts, with typical requirements being a graduate degree and 0-2+ years in sales/banking . Preferred candidate profile Core Responsibilities (General) Business Development : Acquiring new customers for CASA, Salary Accounts, or Household Savings. Sales & Targets : Meeting monthly/annual targets, developing strategies, and driving acquisition. Relationship Manageme...

Identify recruit and Manage the sales team Build and maintain strong relationships with clients Prepare sales plans, and forecasts Close sales and achieve assigned targets Update customer and sales records Guide and support junior sales executives Required Candidate profile What We Require: Minimum 1+ year of sales and marketing experience Graduation Completion Required all semester marksheets. Preferred local candidate To Contact : Ayushi | 84603 77032 |

Lead and motivate field sales team for daily results Achieve sales targets and revenue growth Identify new business opportunities in assigned area Build strong customer relationships Ensure timely collections and accurate reporting Required Candidate profile Graduation is mandatory 1+ year field sales experience in any field Willing to do field work Good Communication and interpersonal skills Required local candidate Contact: Meenaakshi | 9313653024

Handle assigned leads and convert them into successful sales closures Generate fresh leads through market visits, referrals, and field activities Guide customers on product features, benefits, and required Required Candidate profile Graduation preferred Min 1 year of exp in Insurance / Banking / Finance / Loans / BFSI Sales Strong communication & convincing skills Target-oriented and self-driven mindset Shashi - 8860886875 Perks and benefits Fixed salary +Incentives and Other Beneifts

To introduce & acquire new CA/CASA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping ...

Identify recruit and Manage the sales team Build and maintain strong relationships with clients Prepare sales plans, and forecasts Close sales and achieve assigned targets Update customer and sales records Guide and support junior sales executives Required Candidate profile Graduation is mandatory 1+ year field sales experience in any field Willing to do field work Good Communication and interpersonal skills Required local candidate Contact: 93136 53024| Meenaakshi

Key Responsibilities: Acquire new-to-bank (NTB) customers through walk-ins, referrals, and field visits Cross-sell banking products such as CASA accounts, QR codes, sound boxes, and digital services Meet daily sales targets and maintain relationship with new and existing customers Activate net banking, mobile banking, and family account services Ensure achievement of scorecard metrics related to acquisition, value, and activation You can also share your CV with Sulabhjeet.kaur@jana.bank.in Interview Venue: Karol Bagh- Jana Small Finance Bank Ltd,Second Floor, 16/12, W.E.A. Arya Samaj Road, Karol Bagh, New Delhi-110005 Faridabad- Jana Small Finance Bank Ltd. Ground Floor, Sco No. 97, Sector-1...

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 Head 2. Branch Sales Manager 3. Customer Relationship Officer 4. Teller 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Job Title - Branch Head (Minimum 8 years of Experience / Age up to 40 years). Work with management in establishing growth, sales, employee productivity and profit objectives for the branch. Make certain that all office operations are performed in accordance with established Banking policies and procedures, either directly or through appropriate supervisor, e.g., bal...

SECTION I: BASIC INFORMATION Job Title: Regional Savings Account Manager Job Code-Grade AVP Management Band Middle Management Department Retail Banking Location-Reporting to-No. of Direct Reports- SECTION II: ROLE SUMMARY The role holder is responsible for developing and executing a robust savings account led Household business strategy for the designated region through in-depth engagement with branch/cluster/regional/zonal level leaders. The position requires deep engagement to drive sustainable household banking and strengthen the SA performance across channels in the region. The incumbent will be a key catalyst for building a strong liability book by championing cross selling of SA, RD/FD...

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on the...

Dear Candidate, Greetings from Myniyukti HR Solutions! We are hiring for Equitas Small Finance Bank for the below mentioned position: Position: Premium Acquisition Manager (PAM) CASA Grade: DM (Retail Liabilities) Location: Delhi Interview: Face-to-Face (F2F) Tomorrow, 17-Dec Branch Locations: Jalandhar/ Janakpuri / Rajouri Garden / Chandni Chowk / Patel Nagar / Karol Bagh / Punjabi Bagh / Shalimar Bagh Eligibility Criteria: Graduate Minimum 3+ years experience in Branch Banking Retail Liabilities Strong exposure in CASA Acquisition & Cross-Selling Only working candidates can apply Salary: Up to 6 LPA + Incentives + Conveyance Interested candidates can call or WhatsApp the undersigned for in...

Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 1 Year - 3 Years of sales experience (BFSI/field sales preferred). Freshers are also welcomed who are interested for sales. Strong communication & interpersonal skills. Target-driven with ability to work ...

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication Insurance General Health and Life will be added advantage Perks and benefits Petrol, Mobile, Incentives, Insurance benefits

We are looking for a dedicated and qualified professional to join our organization in the role outlined below. This position offers an opportunity to contribute to our mission while developing your skills in a collaborative environment. Achieving sales targets through direct efforts and by identifying sales opportunities for the CASA products by acquiring New to bank customers and building new relationships Achieving acquisition and deepening value targets Sourcing various liabilities products such as RD, TD MF, LI etc Deepen and grow the balances of mapped book to increase total relationship value (TRV). Develop strong and sustainable customer relationships and increase product per customer...