6525 Casa Jobs - Page 28

Responsibilities Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank’s policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to ...

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education : Graduate/Postgradu...

Position: Field Sales Executive Location: Kerala CTC: Up to 3.00 5.50 LPA + Incentives (depending on location & experience) Key Responsibilities: Generate leads and acquire new customers through field visits. Maintain customer relationships and ensure client satisfaction. Achieve sales targets and contribute to business growth. Provide daily/weekly sales updates to the manager. Requirements: Minimum 1 year of experience in LI is mandatory. Strong local network in Kerala. Good communication and convincing skills. Immediate joiners preferred. How to Apply: Shraddha P. | +91 84888 33693

Position: Sales Manager Location: Kerala CTC: Up to 3.00 5.50 LPA + Incentives (depending on location & experience) Key Responsibilities: Generate leads and acquire new customers through field visits. Maintain customer relationships and ensure client satisfaction. Achieve sales targets and contribute to business growth. Provide daily/weekly sales updates to the manager. Requirements: Minimum 1 year of experience in LI is mandatory. Strong local network in Kerala. Good communication and convincing skills. Immediate joiners preferred. How to Apply: Shraddha P. | +91 84888 33693

Walk in Interview Date - 11th & 12th Sep 2025. Job Title/Designation: Business Development Executive / Manager / Senior Business Developments Manager Employment Type: Full Time, Permanent. Fresher can also participate. Job Description : Roles and Responsibilities 1. To acquire New Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals and do some cross sales. 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products. 5. Finding new customers from open market by travelling within the local area/branch allotted. 6 . Reach Sales Target Month on Month. 7 . Maint...

Mumbai | Up to 4.62 LPA | Age: Max 28 yrs 11m Acquire Savings/Household Accounts Drive catchment activities & source HNI clients Ensure compliance & customer service Eligibility: Graduate/PG | 1–2 yrs Sales/Banking exp Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Manage & grow HNI clients | Wealth Products: MF, Insurance, Investments Min 2 yrs Wealth/RM Exp (Banking/BFSI) | Graduate | NISM/AMFI+ preferred Apply Now (Free Placement): | Sanika: 9082104424 | Prajwal: 8850266500 www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Branch Relationship Manager Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ...

Job Role & Responsibilities Promote and sell Kotak 811 digital accounts to new and existing customers. Engage with corporates to identify entry points and expand digital banking reach. Maintain and grow customer relationships by offering relevant banking solutions. Track and resolve customer queries and complaints to ensure satisfaction. Maintain detailed records of customer interactions and relationship history. Drive penetration of family/group accounts within the mapped customer base. Travel extensively within city limits for field sales and customer engagement. Desired Candidate Profile Age: Must be below 26 years . Education: Graduate from a UGC-recognized university (0 - 2 years of exp...

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 Required Candidate profile • Age up to 32 years • Must have team handling experience with minimum 5 years of direct Sales Experience. • Only Local Candidates will be considered. • MBA/Graduate.

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Roles & responsibilitiesUnderstand customer financial needs and recommend appropriate products.Manage relationships with existing high-value customers and acquire new clients through referrals and market outreach. Required Candidate profile Experience - minimum 2yrs experience in the financial sector and expertise in handling multiple financial products, including loans & liabilities.

Business Implement branch specific marke ng & communica on strategies to con nuously strengthen the Ujjivan brand. This role is responsible for driving the en re business targets for liabili es assigned to the branch. Manage excep onal customer service, proac ve sales environment and efficient branch opera ons, while adhering to regula ons/compliance requirements Focus on retaining exis ng customers, increasing the customer base and cross-selling Ujjivans products and services Oversee branch opera ons, cash management and service quality; work closely with product and marke ng teams to drive campaigns at their branches. Monitor daily performance of branch staff. To manage a team of 10 to 15 ...

Roles & Responsibilities: Acquire and manage Affluent & Super Affluent clients using existing networks. Maintain strong client relationships and grow AUM. Provide investment advice and manage clients' financial portfolios. Identify and onboard new high-net-worth clients. Stay updated on market trends and recommend suitable investments. Coordinate with product/research teams for portfolio decisions. Organize and participate in seminars and business development events. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785

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...

*Bank : AXIS BANK* *Designation : Relationship Officer* *Product : Banking Products* *Education: Any Degree or PUC* *Locations :* *All over Bangalore Axis Bank Branches* *Experience:- Fresher or Minimum of 1 Year of experience into Banking Sales.* *Attractive Salary and Incentive.* *The Salary would be 20805/- (Fixed) based of the Experience and Current CTC hike will be given* *Send CV to WhatsApp:* *9535161491 (Suraj)* *Immediate Requirement.....!*

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need banking - insurance experience Criteria : • Experience : Sales experience of 1+ years • Age: Between 21 to 45 years

We are hiring a Key Sales Manager for Gujarat location. The role includes recruiting & managing a sales team, driving team activation, conducting field activities, providing training & mentoring, and independently building a strong market presence. Required Candidate profile Minimum 2+ years of experience in Sales / BFSI Graduate is mandatory Strong fieldwork & leadership skills Local market knowledge preferred Proven ability in sales and team handling

Hiring for Leading ITES Company In Gurgaon for Customer Support, Banking Process (Immediate Joiners Only) Key Highlights: 1: Graduate with minimum 1 year exp in Customer Support : Banking Process 2: Candidate Must Not Have Any Exams in the Next 6 Months 3: 24x7 Shifts 4: 5 Days Working 5: Both Side Cabs 6: Excellent Communication Skills 7: Immediate Joiners Preferred Daily Walkin @ Outpace Consulting, C-29, Sec 2 Noida (Nearest Metro Noida Sec 15, Exit Gate 3) Landmark : Near Hotel Nirulas Walkin Time : 11 am to 3 Pm Ritika @ 8299619074, Somya @ 9461962110, Qasim @ 8056419536, Neha @ 8789203027, Shadiya @ 78988 22545, Satya @ 79892 80521 Whatsapp Your CV @ 9721919721 ( Mention Banking Suppor...

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...

Candidate needs to have BFSI Experience Candidate needs to have Life Insurance experience Candidate needs to have good communication skills Interested candidates can call or whatsapp CV to HR Varun- 9310054306

Platinum Relationship Manager Key Responsibilities Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communic...

Platinum Relationship Manager Key Responsibilities Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communic...

Department : Alternate Channel Role : KAM Grade : E1/E2 Designation : Assistant Manager/Deputy Manager Location : Mangalore/ Belgaum 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 : - 1....