3455 Casa Jobs - Page 28

Job Description: NTB Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset Cross Sell etc. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset Cross Sell Business is mandatory. Excellent Communication Skills in English and Regional Language. Aspirants should be open to travel extensively. Eligibility Criteria: Any Graduate / Postgraduate having passion on Sales. Age should not be more than 32 years. Any banking sales executives with experience of 1 to 4 years in NTB Business. Roles and Responsibilities Job Description: NTB Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset Cross Sell etc. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset Cross Sell Business is mandatory. Excellent Communication Skills in English and Regional Language. Aspirants should be open to travel extensively. Eligibility Criteria: Any Graduate / Postgraduate having passion on Sales. Age should not be more than 32 years. Any banking sales executives with experience of 1 to 4 years in NTB Business.

Job Description: NTB Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset Cross Sell etc. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset Cross Sell Business is mandatory. Excellent Communication Skills in English and Regional Language. Aspirants should be open to travel extensively. Eligibility Criteria: Any Graduate / Postgraduate having passion on Sales. Age should not be more than 32 years. Any banking sales executives with experience of 1 to 4 years in NTB Business. Roles and Responsibilities Job Description: NTB Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset Cross Sell etc. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset Cross Sell Business is mandatory. Excellent Communication Skills in English and Regional Language. Aspirants should be open to travel extensively. Eligibility Criteria: Any Graduate / Postgraduate having passion on Sales. Age should not be more than 32 years. Any banking sales executives with experience of 1 to 4 years in NTB Business.

Job 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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Siddhesh Bhor Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 7738474256

We have urgent opening for Field Sales Executive with one of our client in Banking Sector Experience - 0 - 10yrs Location - Delhi Salary - upto 3.00 LPA Skill Require - Good knowledge of Sales and Marketing Good Communication Ready to work on Field Qualification - Any Graduate If you are interested Kindly revert back with your updated resume on karuna.garud@calibehr.com or whatsapp your resume on 7208028832. Thank and Regard Karuna

Urgent hiring for !!! Virtual Relationship Manager!!! in one of the leading pvt sector bank. Key Responsibilities: Manage customer queries via phone banking & outbound calls Provide exceptional service through inbound voice processing Handle incoming calls with expertise Resolve issues promptly as CSR Cross-selling and up-selling part of your KPI. Role Eligibility: We need candidates with excellent English communication skills Both Graduates and PG can apply even Freshers. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job Role & Designation: Elite Relationship Manager [Deputy Manager] Platinum Relationship Manager [Manager] Interview Details: Date: 19th July 25 (Saturday) Time: 11:00 AM to 02:00 PM Address: Kotak Mahindra Bank, 179, Scheme No 1 University Road, Mangal Pandey, Meerut, Uttar Pradesh - 250004 Contact Person: Ankit Gupta (Branch Manager) 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.

Currently hiring! If you are seeking career growth and improved opportunities, we invite you to apply and join our esteemed organization. We are proud to be recognized as India's award-winning company for being an exceptional workplace. For more information, please see the details below. Role & responsibilities Taking care of our banking partners' existing and potential customers. From the Channel partners, compile a list of possible customers. Contact our channel partners' executives and managers to establish dialogue. Before and after sales assistance for clients' and partners' employees. Help your organization turn leads into sales. Identify the customer's financial requirements and provide a suitable insurance coverage. Preferred candidate profile Bachelor's Degree in any stream Proven Work experience required of 1 to 4 + sales and marketing in BFSI/Insurance or Investment Sectors Good conflict-resolution and problem-solving skills Background BFSI industry is a bonus. For more information: Divyani | HR Team Phone/WhatsApp: +91 93135 86285 Email: Divyani@Tekpillar.com Also, Kindly share this Job Opening with your Friends and Colleagues who is looking for a Job Change in BFSI Domain.

Portfolio Management – regularly contacting and meeting portfolio client generation and closure CA in a month Cross sell – Lead generation/basic enquiry liaising with Branch Manager product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business Required Candidate profile CMinimum Graduate with minimum 50% Preferred MBA + IRDA qualified 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

Job 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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Siddhesh Bhor Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 7738474256

Experience: 1 to 5 years Maximum Age : 35 Years Interview Date : 05/07/2025 Vacancies for the following post- 2. ASSISTANT BRANCH HEAD 1. RM HNI 2. GOLD LOAN OFFICER 4. TELLER 3. BUSINESS DEVELOPMENT OFFICER Note: #Candidates should be Graduate in regular stream is must with relevant experience in mentioned domain and can join us at the earliest. # Kindly do not pay any money to any person on behalf of ESAF Small Finance Bank for job offers. Interested candidates can share their CV on below WhatsApp no Mr. ABIEL : 8714084222 NICY : 8714614866

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year/2023/2024 /2025Qualification:- Graduation/Post GraduationAge Criteria:- Below 28 Years Perks and benefits Fresher- 2.50 LPA ( CTC )Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience.* Incentives are paid subject to performance as per applicable slabs. Interested Candidates can directly send their CVs to revathy.1@sbicapsec.com or whats app on 9025429493

Key Responsibilities: To generate leads from given database & Identify decision makers within targeted leads and initiated the sales process. To penetrate all targeted accounts and originate sales opportunities for the company's products and services. To set up and deliver sales presentations, product/service demonstrations on daily basis. To ensure systematic follow-up with the client organizations to take the sales pitch to time-bound closure. To ensure that all payments are collected as per the company's payment terms. Critical Skills of a Suitable Candidates: Quick thinking and problem-solving skills Excellent verbal communication skills Excellent active listening skills Innovative vision and foresight to anticipate and create new opportunities that resonate with your customer. You Can Apply if you possess: At least 9 months of relevant sales experience. Should have a laptop and bike (with valid RC and DL) Desired Candidate Profile 1-3 years of experience in B2B sales or business development. Excellent communication skills with convincing power. Strong understanding of Sales Executive Activities. If Interested you can share your CV at Prachi.malik1@indiamart.com OR Share CV directly at WhatsApp 8791992310 OR https://forms.gle/a2StjQ6rtHYYJFhy5

Job Requirements Role/ Job Title: Deputy Manager-Acquisition (Current Account) Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area. Ensuring high quality of customer acquisition in terms of constitution, product and segment mix. On-boarding and activating customers on digital platforms. Assist Senior Sales Manager in catchment mapping and branch scoping exercises. Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities. Ensuring adherence to sales compliance and SOPs defined by the organization. Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations. Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility Working on key central Initiatives and seeking regular referrals from existing customers. Collaborating with other team members and support functions to provide products and service offerings to customers. Education Qualification: Graduation: Any Graduate Experience: 1-5 years of relevant experience.

Job 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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Komal Pawaskar Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 9892273274

Dial- 8777349468 / 8240703282 Kolkata Chennai Delhi Mumbai Hyderabad BangaloreAhmedabad Jaipur Pune Kochi Pan India New Client Acquisition & generate business by all banking products Saving A/c Sales - 3L to 4.60L Current A/c Sales -3.5L to 5.50L Required Candidate profile Graduate & Age 30 max Must Excellent In English (Written + Spoken) Must Banking Experience CASA Preferred BFSI Candidates applicable

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - 80 Feet Road (J. P. Nagar) Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

URGENTLY REQUIRED WE ARE HIRING FOR Shubham Housing Finance POSITION : - RM/RO SALARY Range:- 20000/- to 25000/-In Hand Requires: Good Communication Skills, Presentable should be willing to do sales or field work. *Scope of Work* Front-end interaction, field travel and Customer interface Recommending apt home loan product /solution and showcasing benefits\ Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations Attending to walk ins into branches & visiting clients at their place Executing Branding / Marketing activities in the catchment area Spearheading Documentation *Key Results Areas* Achievement of Sales targets both value & volume Providing product information satisfactorily. Delivering effective customer service Effective resolution of customer issues / complaints Visibility in the area through promotions/presentations/meetings Ensuring overall customer satisfaction Responsibilities Responsible for lead generation in the catchment areas through Executing Branding /Marketing activities. Meeting with clients, advising and showcasing Shubham products and benefits to the customers thereof. Responsible for sales fulfillment, pre/ post sanction sales activities Update and upkeep of marketing and sales collaterals. Responsible for promotional activities including group meetings, presentations as well as developer site promotions. Responsible for front-end interaction, field travel and Customer interface. Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations Attending to walk-ins into branches & visiting clients at their place. Spearheading Documentation. If Interested Contact immediate on 8623047900 pls give references or share with needy people Regards, Willpower Placement HR, Kaustubh 8623092700

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Role & responsibilities Acquisition of new Customers and Increase book size. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. Responsible for catering the investment needs of clients by providing them research based advises. Interfacing all queries of Clients and understanding their investment needs. Manage portfolios of clients and offer them investment solutions. Investment Advisory to new and existing Clients and achieve revenue targets monthly. Promote high quality sales, supply and customer service processes Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)

Openings with a Banking Client for Delhi, Mumbai, Chennai and Coimbatore locations Requirement: Experience in Sales of Banking products like SME Loan/LAP/CASA/Corporate Salary. Should have knowledge about the local area and interact with customers. Should have completed Graduation. Good knowledge in relevant documentation part CTC: as per market standards

JOB DESCRIPTION: Experience: 2 to 5 Years Key Responsibilities: 1 Manage the Affluent Book of the mapped branch 2 Acquire HNI/Affluent customers in the branch catchment 3 Drive CASA growth, Investment & Insurance sales 4 Ensure consistent sales & service to managed customers 5 Support in Loan Book growth Key Skills Required: Portfolio Management HNI Customer Acquisition Wealth, CASA, Investments & Insurance handling

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.

Job 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 Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports