3455 Casa Jobs - Page 17

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the 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 clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. 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. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The Loan Against Property (LAP) Business vertical is the part of Secured Assets division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in Home Loan /Mortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation

Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Business Relationship Manager Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customers basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Job Requirement Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

Branch Relationship Manager - Business Development 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 customers 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 communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.

Premier Acquisition Manager Business Banking KRAs: 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 CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

Positions : Service Delivery Manager (SDM) Interview Venue : Indusind Bank, Ground Floor "Shop No. 1413, Sathy Main Road, Coimbatore North Taluk, Ganapathy " - 641006 Contact Person : Kumar Dorairaj (Branch Manager) Job Role : Any Graduate/Post-Graduate with Min of 2 to Max of 8 years of Banking/NBFC experience To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sellrs Eligibility Criteria : Age must be within 35 years for SDM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

Hello, This is to inform you that we have openings for Team Handling profile for Pan India. Company Name : KOTAK/MAX/BHARTI /sbi Life Insurance Location : Pan India Qualification : Any Graduate Age : Between 26 to 40 CTC Bracket : Upto 4 LPA Experience we required who have experience in Field Sales with minimum 2 years experience Interested please share me your updated resume with your current ctc and also if you have good references so do refer me. And also we provide data support to sales candidate who's working with Banking, Insurance, Finance, Investment Company - FREE COST Thanks & Regards 7758951649 HR JYOTI

Roles & Responsibilities: Acquisition of NTB Current / Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Freshers also welcome. Kindly walkin to the below mentioned locations on 19th July: IDFC First Bank : Besant Nagar: Ground Floor, KKV Towers, Opposite Vailankani Shrine, 7th Ave, Besant Nagar, Chennai, Tamil Nadu 600090 IDFC First Bank : Thuraipakkam: No 3/330, Upper Ground Floor, Old Mahabalipuram Salai, Rajiv Gandhi Road, Thuraipakkam, chennai, tamil nadu - 600097

Urgent opening for Sales Manager / SSM- MAX LIFE INSURANCE Recruiting advisors, handling the team & generating business from them Motivate agents to achieve company's targets Reporting to BM CTC : 3 - 6 Lakhs Send your CV to bookmark.hr@gmail.com Required Candidate profile Graduates with minimum 1year sales experience can apply. CTC negotiable based on current CTC and interview performance . Experience in financial product sales is an added advantage CTC : 3 - 6 Lakhs Perks and benefits Attractive incentive structure

Sales Manager / Agency Manager openings with leading life insurance companies CTC: 3 - 6 Lakhs + incentives Locations: All over Kerala Recruiting a team of 7 -10 insurance agents & achieve sales targets through them Send CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 1 year field sales experience can apply CTC : 3 - 6 Lakhs + incentives Send CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy- 8089020225 to arrange interview

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : 3 - 4.5 Lakhs per annum Interested Candidates send your Updated CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy - 8089020225 to arrange interview Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : 3 - 4.5 Lakhs per annum Interested Candidates send your Updated CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy - 8089020225 to arrange interview Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : 3 - 4.5 Lakhs per annum Interested Candidates send your Updated CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy - 8089020225 to arrange interview Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Relationship Officer -811 Digital Sales-Digital Banking Kotak-Regional sales 811 Current Account 100% open market and field job -Target driven. Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product from mapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieve Saving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification : Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age : Upto 25 Years

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals.

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.

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank) if interested in Open Market Field Sales. Acquisition Manager: Grade: Asst. Manager - M1 Maximum Age Limit: 30 Years Job Description: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. 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 CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile: Excellent communication skills. Should have some existing base of customers (Not Applicable for Fresher's) Graduate/Post Graduate : Fresher's/1-3 years of experience Customer orientation High energy levels with a motive to succeed Note. Dear Aspirants we have a vacancies Across AP and Telangana Locations. How to Apply: Interested candidates are invited to share their CVs at anurag.kaushik @kotak.com Please mention the role applied for and the location in the subject line.