8335 Casa Jobs - Page 19

Urgent opening for Business Development Executive_Ahmedabad/Rajkot Below is the JD of BDE: A Business Development Executive is responsible for acquiring new customers and growing the bank's liabilities business , which includes promoting products like Current/Savings Accounts (CASA), Term Deposits, and loans. Key duties involve lead generation through cold calling and referrals, managing customer relationships to meet acquisition targets, selling various banking products, and ensuring the timely onboarding of new clients. The role also requires tracking performance, achieving sales targets, and ensuring compliance with sales standards. Role & responsibilities Customer acquisition: Actively s...

Visit customers & pitch products/services Generate leads & follow up to close sales Maintain strong customer relationships Achieve daily & monthly sales targets Provide market feedback to the team Perks and benefits On Roll Job + High CTC Incentives + Allowances

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Acquire clients through networking & market contact Educate customers on product benefits & available plan Maintain portfolio & service existing policyholder Assist clients in claims & policy renewal Work towards completing target & earning incentive Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Inspire & guide field sales representatives to achieve peak performance Develop & implement effective sales strategies to meet targets Identify new business opportunities & build client relationships Monitor & analyze sales performance closely Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Visit customer locations to understand their needs Share customized plan presentations & benefits Assist in completing forms & proposal documentation Ensure high customer satisfaction & follow-ups Achieve daily appointment & conversion targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Job Role: 1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. 3. Revenue Generation, Customer Acquisition, Customer Retention. 4. Maintaining Avg. Quarterly Balance. 5. Conducts regular promotional and customer events to generate leads. 6. Cross selling of CMS, Beat, MF, FD, Insurance and asset products.

Role : Sales Manager - CASA Drive date : 30th & 31st Oct'2025 Drive Location : Indusind Bank Ltd, 4th Floor, No-87, Bull Temple Road, Basavanagudi, Bangalore - 560004 Responsibilities : 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. Should be tech savvy and comfortable using gadgets li...

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

Generate New Business to the Bank by doing fresh Acquisition of CASA & other Banking products. Manage & sell Savings Account by conducting several marketing activities. Understand and analyse the customer needs Required Candidate profile Any UG/PG Education must Should be young & energetic with passion for sales Strong customer service orientation Work Experience: 1 - 5 years sales experience from Banking/Financial industry

Generate New Business to the Bank by doing fresh Acquisition of CASA & other Banking products. Manage & sell Savings Account by conducting several marketing activities. Understand and analyse the customer needs Required Candidate profile Any UG/PG Education must Should be young & energetic with passion for sales Strong customer service orientation Work Experience: 1 - 5 years sales experience from Banking/Financial industry

Role & responsibilities 1. Manage bank channel to achieve targeted sales turnover of the assigned channel. 2. Manage the clients in the locality with the said radius. 3. Retaining of customers in competitive markets. 4. Ensure compliance while serving the customers 5. Monitor clients leads of given customers. 6.Ensure compliance while serving the customers. Interested candidates share their resume on vaishnavi.srivastava1@hdfcsec.com

Walk In Drive Details Drive Date - 4th November 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, 71/4, Central Road, opp-shib Bari, Agartala, Tripura-799001 Interview Time - 10am to 3pm Contact Person- Mr. Gopal Das. Job Location: Agartala Central & Bordwali. 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 prospect...

ERSONAL BANKER Role & responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Preferred candidate profile 0-2 years of relevant banking experience Graduation/Post Gra...

Department : Alternate Channel Role : KAM Grade : E1/E2 Designation : Assistant Manager/Deputy Manager Location : Ahmedabad, Rajkot, Vadodara Roles & Responsibilities: - 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skil...

Position Relationship Manager - Global Indian Banking Business Unit Branch Banking Sub Unit Branch Global Indian Banking Reporting to Branch Business Leader (BBL) Responsibilities Candidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI base Candidate should have a clear focus on large value to grow the GIB book size for the branch Candidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits He should have a good connectivity in the NRI segment to source business and sound knowledge to understand the business He should have cross sell skills for sale of third party prod...

Acquire and onboard new customers for bank products and services. Generate leads through field visits, referrals, and networking. Promote and cross-sell banking products such as savings/current accounts, loans, and insurance. Required Candidate profile Additional Requirements: • Two-wheeler and valid driving license – Mandatory • Good communication and interpersonal skills.Male & Female candidates Only.

Role & responsibilities Acquire new premium customers (HNI/affluent segment) through direct sourcing, references, and marketing initiatives. Drive acquisition of liability products such as Current Accounts, Savings Accounts, and Term Deposits. Cross-sell a range of banking products including investments, insurance, credit cards, and loans. Build and maintain long-term relationships with clients to enhance wallet share and ensure customer satisfaction. Achieve monthly and quarterly business targets for acquisition, balances, and cross-sell. Conduct client profiling to identify financial needs and recommend suitable products. Ensure KYC compliance and adherence to all regulatory and internal p...

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...

Roles & Responsibility Manage a team of Relationship Officers to drive field sales for Kotak 811 savings accounts. Ensure achievement of individual and team targets through effective leadership and performance tracking. Guide and mentor team members to improve productivity and conversion rates. Conduct regular market visits and customer interactions to support team efforts. Monitor daily sales performance and provide actionable feedback to enhance results. Coordinate with internal stakeholders for smooth onboarding and documentation processes. Promote cross-selling of Kotak 811 digital banking products to maximize customer value. Ensure compliance with regulatory norms and internal process g...

Hi, We are hiring for Credit Life Officer role Credit Life Channel CTC-3 TO 4.50LPA If Interested, Kindly share your updated resume karishma.mehra@assuredjob.com or call 9258655347 Regards KARISHMA

As a Relationship Manager, you will have the opportunity to connect with the banks high-value customers and provide comprehensive banking solutions. Opportunity to connect with existing customers of the bank to provide them support on products or other requirements. Your role involves fostering and deepening customer relationships by offering tailored, fair, and effective financial solutions that align with their evolving needs. Through exceptional service as a single point of contact, you will play a key role in positioning Jana Bank as the preferred choice for customers. Engage with customers throughout their journey and provide tailored products and services that align with their financia...

As a Relationship Manager, you will have the opportunity to connect with the banks high-value customers and provide comprehensive banking solutions. Opportunity to connect with existing customers of the bank to provide them support on products or other requirements. Your role involves fostering and deepening customer relationships by offering tailored, fair, and effective financial solutions that align with their evolving needs. Through exceptional service as a single point of contact, you will play a key role in positioning Jana Bank as the preferred choice for customers. Engage with customers throughout their journey and provide tailored products and services that align with their financia...

Work Location: Ahmedabad & Indore Role: Business Development Executive (BDE)/ Business Development Manager (BDM) Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in...

Role & Responsibilities: Responsible for acquisition of new Current Account (CA) customers from the open market, SME segment, and business clients. Conduct market visits, cold calls, and business area mapping to identify and convert potential leads. Achieve defined monthly and quarterly acquisition, balance, and revenue targets. Generate and maintain a healthy pipeline of prospective clients through references and networking. Conduct customer meetings, explain banking products, and handle onboarding, documentation, and KYC compliance. Build and nurture long-term relationships with customers to ensure retention and portfolio growth. Cross-sell other banking products such as Fixed Deposits, Re...