3455 Casa Jobs - Page 29

The primary responsibility is to ensure profitability of the cluster and achieving the targets allotted for CASA, TPP, fee etc through the branches. Ensure effective customer service, brand building and process compliance across all branches.Responsible for people management, lower attrition and ensuring smooth branch operations. Ensure branch expansion and profitability of each branch. Suggest & execute BTL activities for acquisition of merchants. Provide timely & structured feedback - operator, user & competitors. Ensures that all credit and risk parameters applicable to the region are met with. Ensures that all service quality targets for the region are met with.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Relationship Manager (RM)–Royale CASA & CA/Platinum RM Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Fresher - Business Development Executive (BDE) Walk-In date: 17th July'25 Drive Location : IndusInd Bank Limited, # 1-10-72, 4th Floor, Ashoka Janardhan Chambers, Begumpet, Hyderabad (Above Nalli Silk Building) Key Responsibilities : 1. To acquire New to Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products like CASA, Debit/Credit cards, Insurance & Asset products. 5. Finding new customers from open market by travelling within the local area/branch allotted. Age Criteria : Up to 25 years Job Location : Hyderabad, Across Telangana Career Path : Well defined career path with an opportunity to have fast career progression in the Bank. Perks and Benefits Local Conveyance + Incentives upon meeting the Target Role : Sales/Business Development Manager Functional Area: Field Sales, Retail, Business Development Please send your CV to sivaprasad.pathakula@indusind.com

JOB ROLE- Asst Acquisition Manager - GRA Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accountsin the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA Having more than 0-2 year work experience

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

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

Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / 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 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 Job Requirements: Qualification - Graduate / MBA Skills & Experience 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.

(DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online / offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter

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

(DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online / offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter

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

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

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

Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / 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 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. Job Requirements: Qualification- Graduate / MBA

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

Kotak Mahindra Bank is hiring for Relationship Manager Role - Branch Banking for South Delhi Location. Interested candidates can directly come for interview at below mentioned address :- Date 19th July 2025 (Saturday) Time 10 : 00 AM to 01 : 00 PM Interview Venue Kotak Mahindra Bank Ltd, Basement, Community Center 19, opp. IIT Flyover, Block C 3, Safdarjung Development Area, Hauz Khas, New Delhi, Delhi 110016 Contact Person Ram Sharma (RCEM) and Aatish Verma/Priyadarshini Pradhan (HR) Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online / offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements: Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance. Must be energetic, confident and go-getter. Age limit up to 34 years. Candidate must be currently working.

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike

-Cold calling for banking products. -A Great Welcoming Personality That Encourages Relationship Building. -Converting leads (provided by company) to business. -Actively engage with customers and solve their issues give them best services. Required Candidate profile • 07-2 years experience in sales & Marketing • Graduate or above • Candidates must have their own vehicles • Must have good local Network.

*We Are Hiring for Sales Manager Biggest Banking Company* Job Title: CASA Sales Manager Department: Retail Banking / Liabilities Location: [Insert Location] Reports To: Vertical Head *Job Purpose:* To lead a team of sales executives or officers in acquiring new CASA (Current Account and Savings Account) customers, deepen existing relationships, and drive overall growth in the retail liabilities portfolio. *Key Responsibilities:* Sales & Business Development: Drive CASA acquisition through direct and indirect sales channels. Develop strategies to increase branch CASA book size. Achieve monthly/quarterly sales targets for CASA accounts and cross-selling products (e.g., term deposits, debit cards). *Team Management:* Manage a team of CASA Sales Officers/Executives. Monitor and guide team performance through regular reviews and field support. Motivate and coach the team to achieve individual and group targets. *Market Intelligence:* Conduct market research to identify new opportunities and customer needs. Monitor competitor activity and recommend counter-strategies. *Customer Relationship Management:* Ensure high levels of customer service and satisfaction. Resolve customer queries, complaints, and issues effectively and efficiently. *Compliance & Reporting:* Ensure adherence to all regulatory and bank guidelines. Maintain accurate records and reports related to CASA sales, customer interactions, and market feedback. *Key Skills & Competencies:* Strong leadership and people management skills Excellent communication and interpersonal skills Sales planning and forecasting ability Customer-focused mindset Strong understanding of banking products and compliance requirements *Qualifications:* Graduate/Postgraduate in Business Administration, Finance, or related field Minimum 25 years of experience in Team Handling in retail banking sales, preferably with CASA products Prior experience in team handling roles is preferred *Salary & Benefits:- 4.5 LPA to 5 LPA* [Insert details based on your organization’s policy] Performance-based incentives Travel allowance (if applicable) Insurance and retirement benefits & PF. *Aman@innov.in* *@8307237705.*

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 2700+ branches 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: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction. Key Skills: Communication : Excellent verbal and written communications skills for interacting with team members and customers Sales and negotiation : Strong negotiation skills to close deals and meet targets Customer Service: Ensuring that the sales team provides excellent customer service and addresses customer inquiries and complaints effectively Problem Solving: Identifying issues and developing effective solutions to overcame obstacles Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector 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 High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment.

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 Ltd, Ground floor, Plot No -16, Sikandra-Bodla Rd, Pushpanjali Vihar Colony, sector 9, Sulabh Puram colony, Sikandra, Agra, Uttar Pradesh 282007 Contact Person: Kunwar Ashish (Area 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.

Greetings from PROFINCH..! we are hiring for Flexcube Customization Developer Job Description: Good at Oracle database concepts with knowledge on Flexcube 12x and 14x suite of products. • Technical expertise in Java (EJB and Spring Boot), PL/SQL, Shell Scripting, SQL query writing, Package development and ability to support unit testing. Knowledge on Oracle Web Logic, SOAP, Rest, Webservices, APIs. Develop Extensible features using RAD/ODT tool and Oracle Banking Extensibility Workbench. Knowledge on Core Banking modules with idea on CIF, CASA, Loans, Retail Banking, payments will be of value addition for Leads. OBMA (Micro service architecture) exposure and its customisations development will be of added value. Primary Skill Sets: FCUBS14.X, FCUBS, CASA, Loans, Retail Banking, OBMA Secondary Skill Sets : Java, PLSQL, Springboot, Rad Experience: 2-8 Years Location: Bangalore, Pune, Mumbai NP: Immediate Joiners Preferred Interested candidates can share your updated profile to below mentioned e-mail.id. premkumar.p@profinch.com Good Luck..! Regards, Premkumar

Hi, Hiring for SBI Securities I Walk-in interviews D esignation: - Relationship Officer (RO) Grade- Officer Role & responsibilities To source the business via allotted SBI Bank branches or open market and help clients with a demo by helping them to initiate trading activities after Demat account opening. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross-sell other products as directed time to time. Ensure the achievement of the given business target. Preferred candidate profile Candidate must be a graduate and Freshers can also apply. Only local candidate will be considered. Under 30 age can apply Perks and benefits Salary- 2.5 to 3 lacs PA (Salary may be negotiated for candidates with relevant experience) Perks: - Attractive incentives based on performance If interested, click and apply for this role Thanks, Tulsi-HR