8335 Casa Jobs - Page 23

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

Department : Alternate Channel Role : KAM Grade : E1/E2 Designation : Assistant Manager/Deputy Manager Location : Mangalore/ Bangalore 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 Skills : - ...

Hi We have an excellent Opening in Leading Bank for NRI - RO Profile - Hyderabad Designation : NRI - Relationship Officer CTC : up to 6Lacs Experience : min 1 to 6years Location : Across Hyderabad ( 10 position) Job Locations are Gachibowli, Kokapet, Financial District, Puppalaguda Manikonda, Kondapur Pragathi Nagar, Taranaka Abids, Kothapet Vanasthalipuram, Shaikpet Shamshabad and Nallagandla Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhanci...

Opening with Leading Bank at Hyderabad Position: Sales Manager - EXIM ( current account - Individual Contributor) Location: Hyderabad CTC: Up to 10 Lacs Key Responsibilities: To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment. Individual Contributor. To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts To achieve daily/ weekly/ monthly customer acquisition target To support in building incremental CA values in self-sour...

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings

Post : Business Development Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Retail Branch Banking CASA CASA Sales Portfolio handling HNI & Ultra HNI client handling Cross selling Responsibilities: 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 records for assigned c...

Roles & Responsibilities To acquire high quality customers Retail TD & Retail CASA To generate fee revenue for the Bank with the help of Insurance, Mutual fund etc. To keep updating knowledge and exposure to various banking products both internal as well as competitor.

Job Title: Direct Sales Executive (DST) Gold Loan Location:Guwahati 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 customers for repeat and referral business. Ensure compliance with company policies and RBI guidelines during sourcing. Provide regular updates and reports to the sales manager. Fixed salary + attractive performance-based incentives....

Job Summary: We are seeking a motivated and results-driven Sales / Acquisition Executive to drive new customer acquisition, revenue growth, and business expansion . 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 ...

Job Summary: We are seeking a motivated and results-driven Sales / Acquisition Executive to drive new customer acquisition, revenue growth, and business expansion . 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 ...

Service To Sales: Manage day-to-day branch operations and ensure excellent customer service. Handle customer queries, transactions, and KYC documentation efficiently. Build and maintain relationships with new and existing customers to drive business growth. Core Sales: Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual Funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years: Personal Ban...

Job Description To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment. Individual Contributor. To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts To achieve daily/ weekly/ monthly customer acquisition target To support in building incremental CA values in self-sourced base To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize c...

- Any Manufacturing company who deals with Instrumentation required for projects & process industry i.e. Level, Flow, Temperature, Pressure Transmitters and switches.- Hands on experience of selling Instrumentation required for projects & process industry i.e.- Level, Flow, Temperature, Pressure Transmitters and switches. Manager and expand current customer base. Direct communication with customers. - Experience in Techno-commercial and sales of Instrumentation required for projects & process industry i.e. Level, Flow, Temperature, Pressure Transmitters and switches. Will be required to generate enquiries, working out technical solutions and liaise with customers to achieve set targets. - De...

Service to Sales Build and maintain relationships with new and existing customers to drive business growth. Supervise cash transactions, maintain accurate records, and ensure branch profitability. Ensure audit, compliance, and regulatory norms are followed at all times. CORE SALES Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years e...

Drive business growth in the assigned area. Build and maintain client relationships. Identify new market opportunities. Monitor competitors and market trends. Coordinate with teams for smooth execution. Report on sales performance and forecasts. Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Drive business growth in the assigned area. Build and maintain client relationships. Identify new market opportunities. Monitor competitors and market trends. Coordinate with teams for smooth execution. Report on sales performance and forecasts. Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Role & responsibilities Acquiring new customers and promoting Current Account and Savings Account (CASA) products Preferred candidate profile A graduate with minimum 1 year of field sales ( CASA sales ) experience Must be from bank. 30-45 days notice period is preferrable

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Interested candidates share CV at Whatsapp - 93132 41521 Regards Sr HR Riya Perks and benefits On Roll with Axis Group Insurance Career Growth

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Interested candidates share CV at Whatsapp - 93132 41521 Regards Sr HR Riya Perks and benefits On Roll with Axis Group Insurance Career Growth

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based at Jaipur Job Locations: Jaipur Rajasthan Note: Candidates having total 8+ years experience (Min 3+ years as a BM role) in Govt. Banking and RBB Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Age criteria- 30 to 38 years. Responsibilities 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 genera...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

Job Purpose: Responsible for sales of Super Premium Credit Cards and other segment of cards via VYMO base. Driving Super Premium cards sourcing, through HNW Mapped branches (Preferred/Imperia and Infinity Segment customers). Drive Productivity with focus on digital acquisition, activation, manage costs of acquisition, VYMO Adoption and ensure compliant sourcing processes. To coach, train and and motivate the MNP RMs to enhance productivity, conduct training and refresher sessions. Drive X Sell like Loan on Cards, TPP, My cards, IFB, CASA, Standing Instruction on Debit Card and CC Card upgrades, etc. Adherence to laid down sales processes.

Title :- Development/Relationship Manager - Health Agency(Jaipur) Vertical :- Health Agency Location : Jaipur Date :- 27 Oct 25 (Monday) Address :-ICICI LOMBARD GIC LTD, Tenth floor, Unit no.1003 to 1008, Signature Towers, DC 2 Lal Kothi Scheme ,District Shopping Centre, Tonk Rd, Jaipur, Rajasthan 302001 Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers...

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...