8335 Casa Jobs - Page 17

Were Hiring: Relationship Manager Wealth & Business Banking - (AMFI and IRDA CERTIFICATION ARE MUST) Experience: 5+ Years in Banking Industry: Banking Key Responsibilities: Portfolio Growth: Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition. Revenue Generation: Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more. Client Acquisition & Relationship Management: Acquire and manage high-potential clients across business, individual (Resident and NRI) segments. Focus on quality sourcing and onboarding of potential Insignia clients. Product Penetration: E...

Banking Functinal 4 - 8 yrs of experience Banking Functional Consultant specialized in Banking Products - Expertise in Treasury Operations / CASA/Term Deposit/Recurring Career Level - IC2 . Functional SME for Banking products . Understanding the banking business and functionalities across various banking products. . Ability to understand, discuss with bank on banking requirements for Indian banks. Ability to discuss and finalize the broad level solutions which can be provided in FLEXCUBE Retail along with associated limitations and assumptions if any. Ability to grasp the operational process flow and suggest suitable recommendations for making it efficient . Ability to articulate and discuss...

- 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

Position: Virtual Relationship Manager (VRM) Location: Bangalore (Candidates across India can apply must be willing to relocate to Hyderabad) CTC: Up to 6 LPA (Fixed) Job Purpose: The Virtual Relationship Manager (VRM) will be responsible for enhancing customer engagement through virtual channels. The role involves driving remittances, promoting digital adoption, and cross-selling banking products to strengthen customer satisfaction, retention, and overall relationship value. Key Responsibilities: Deepen customer relationships and enhance portfolio value. Acquire new accounts and generate referrals. Drive remittances and promote mobile/online banking usage. Cross-sell products such as Credit...

Position: Virtual Relationship Manager (VRM) Location: Hyderabad (Candidates across India can apply must be willing to relocate to Hyderabad) CTC: Up to 10 LPA (Fixed) Job Purpose: The Virtual Relationship Manager (VRM) will be responsible for enhancing customer engagement through virtual channels. The role involves driving remittances, promoting digital adoption, and cross-selling banking products to strengthen customer satisfaction, retention, and overall relationship value. Key Responsibilities: Deepen customer relationships and enhance portfolio value. Acquire new accounts and generate referrals. Drive remittances and promote mobile/online banking usage. Cross-sell products such as Credi...

Key Responsibilities: Develop and nurture long-lasting relationships with key customers of the branch, delivering unparalleled customer service and personalized financial advice. Provide expert guidance to customers, assisting them in making informed and sound investment decisions that align with their financial goals. Identify and leverage market opportunities to effectively cater to the needs of the Branch Banking segment, driving growth and profitability. Drive the sales of the bank's liability products, with a primary focus on Current and Savings Accounts (CASA). Harness market potential and penetration to increase the adoption of the bank's liability products and services. Employ upsell...

The primary responsibilities encompass sales practices, customer acquisition, CASA sales, corporate salary account sales, corporate account management, and achieving business targets. The core focus lies in acquiring new corporate relationships, fostering strong client connections, generating leads, and ensuring regulatory compliance. The role entails overseeing a team of Relationship Officers, driving corporate engagement initiatives, and staying updated on market trends and competitor activities to meet sales targets and offer tailored solutions to clients. A strategic approach to sales and relationship management is essential, harmonizing revenue growth, customer satisfaction, and regulat...

Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorec...

100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers

Looking for Candidates to Join as Senior Manager role at Bilaspur and near by Bilaspur Location of CG Role & responsibilities BRANCH MANAGEMENT Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller o...

Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...

Job Title: Direct Sales Executive (DST) Gold Loan Location:Guwahati,Cachar,Darrang, Dhubri, Goalpara,Jorhat,Kamrup,Karimganj, Kokrajhar, Tinsukia ,Bishnupur,Imphal East,Imphal West,Thoubal,East Khasi Hills,North Tripura.,Papum Pare. *State wise* *Assam:15 *Manipur:10 *Meghalaya:3 *Tripura:10 Department: Sales Reports To: Sales Manager PayRoll Company:Randstad India Pvt Ltd Company Name:Manipal Fintech Private Limited, *Key Responsibilities* Generate daily leads and source gold loan business from the open market. Conduct field visits, interact with customers, and explain product offerings. Achieve assigned monthly sales targets consistently. Build and maintain good relationships with customer...

ESAF Small Finance Bank -Mega Walk-In Drive - Kakinada Andhrapradesh - 5th Nov 2025 Dear Candidates, We are hiring for multiple positions in the Banking Sector! If you have relevant experience and are looking to grow your career. for New Branch in Rajahmudry , Nidadhavole, Amalapuram, Tuni, Tadapalliguddem , Open Positions: 1.Brand Head : (Minimum 8-10 years of experience in Banking) 2. Assistant Branch Head : (Minimum 5 - 6 years of experience in Banking) 3. Gold Loan Officer : (Minimum 1 year of experience in Banking / NBFC ) 4. Business Development Officer (BDO) : (Minimum 1 year of experience in Banking) 5. Teller : (Minimum 1 year of experience in Banking) Candidate Requirements Relevan...

Responsibilities Develop and implement sales strategies to achieve growth within the agency channel. Manage and oversee the performance of the sales team. Establish and maintain strong relationships with agency partners. Monitor sales metrics and adjust strategies to meet targets. Provide training and support to insurance agents to improve their sales effectiveness. Ensure compliance with industry regulations and company policies. Analyze market trends and competitors to identify opportunities for growth. Collaborate with marketing and product development teams to align sales efforts with company objectives. Qualifications Bachelor's degree in Business, Marketing, or a related field. Minimum...

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

Role & responsibilities Demonstrating/Presenting /Introducing/Selling banking products. New Lead generation & follow-up on leads given, maintain record of sales leads. Willing to travel and convince customer to purchase loan in any retail vertical. Good customer approach. Generating lead and can get the closures completed. Travelling throughout the Rural & Urban area visiting the customer. Completing customers loan proposal & submitting to Bank. Processing of all customer files, maintaining records & reports. Maintaining relationship with customers in pre- sales and post sales Preferred candidate profile Good customer approach. Knowledge of local customers and target businesses Age between 1...

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams..

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Required Candidate profile Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams.. Required Candidate profile Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language.

Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...

Job Description: As a Digital Sales Relationship Manager, your primary responsibility will be to engage with customers over phone calls and effectively sell a range of banking products, including personal loans, business loans, credit cards, line of credit and cross-selling opportunities like fixed deposits. In addition, you will be required to perform Virtual Know Your Customer (VKYC) processes to verify customer identities and facilitate smooth on-boarding. Responsibilities: Provide financial solutions to the SA customers while maintaining high service standards. Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in int...

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need f...

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need f...

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...