3455 Casa Jobs - Page 3

Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement : Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

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

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 address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

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 address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

Job description 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 address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

Job description Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process

Job description Upkeep of the Branch and ATM Profit & Loss and Balance Sheet Management of the branch Tracking and monitoring daily productivity and book movement of the branch Liability generation & New Business development (CASA acquisition) Cross Sell of various Third party products and Asset products Maintaining & deepening relationship with HNI customers Ensure Branch headcount budget are on-board Adherence of YES Values driven via Yes Personality standards & Work commitment Effective Team Management and building Team Spirit Learning & skill development of the team Ensure Role clarity to employees in the branch and manage attrition Ensure that the BEST template is fully updated Ensure that BELT is conducted on timely basis Comply with Bank's policies and processes Conduct customer engagement programs and marketing events. Drive Employee Engagement activities in the branch Thorough knowledge of daily banking operations and products and services Timely communication of relevant information to the Branch employees for the smooth functioning of the Branch Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure comprehensive compliance with all regulatory and statutory requirements as relevant for the branch and for various product and services Awareness of ISO 9001:2000 standards & meet/exceed set quality parameters conforming to the standards Ensure safety and security of Bank and customer's assets Ensure Audit related deliverables both internal and external are met as per the prescribed norms Ensure timely submission of MIS reports 100% allocation of Service RM codes and quarterly review Training of KYC/AML on a monthly basis Proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval

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. Interested candidate can share there details on given mail id and number Mail-siddhesh.bhor.ext@yesbank.in No-+917738474256

Roles: Smart Digital Infrastructure Solutions (IT Infrastructure, AI Software) ELV Systems (CCTV, Surveillance,BMS) Handle large-scale opportunities, including preparing and responding to RFQs, RFPs, and government/commercial tenders.

Roles and Responsibilities Manage acquisition of new customers for current accounts, saving accounts, retail liabilities, and third party products. Identify cross-selling opportunities to increase revenue through upselling and retention of existing customers. Develop strategies to achieve sales targets and improve customer satisfaction ratings. Collaborate with internal teams to resolve customer issues and enhance overall banking experience. Analyze market trends and competitor activity to stay ahead in the competitive landscape.

Preferred relationship manager- - Actively participate in Branch operations and sales equally to ensure Branch sales target are met. - Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts. - Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth Authorizer- - Actively participate in Branch operations and sales equally to ensure Branch sales target are met. - Authorizing transactions related to personal banking services while also playing a role in promoting and selling relevant financial products.

Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk.\

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

Candidate will be tagged to 2-3 bank branches, work with Branch Managers and staff to promote Life Insurance. Must build strong relationships, generate leads, drive closures, and visit all assigned branches daily to maximize revenue. LOC:- RAJ, PUNB

Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers while attracting new ones. On Roll Profile Required Candidate profile Graduation is required Must have 1 year of experience in any field sales. Good Communication skills Product Knowledge Contact Us : Hiral P | HR Team +91 7861078425

Sell products by sourcing leads from personal network Make contact with leads, arrange sales visit & turn leads into sales To improve performance, give regular coaching Meet or surpass the goal sheet's business objectives Create relation with clients Required Candidate profile Graduation is mandatory 1 year of experience in sales or marketing in any field Proven track record of achieving sales targets & managing teams Strong leadership, communication & interpersonal skills

Job Description: Seeking a proactive Senior Sales Executive to drive sales through lead generation, customer visits, and achieving sales targets. Key Responsibilities: Source leads from personal networks to sell products. Contact provided leads, schedule sales visits, and convert leads to sales. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Meet or exceed business targets as per the goal sheet. Build and maintain strong client relationships. Qualification & Experience: Must completed Graduation compulsory. 1+ years of experience in sales and marketing in any sector. Proven track record of achieving sales targets and managing teams. Leadership skills to drive a team towards business goals. Strong interpersonal and communication skills to build relationships with agents and clients. For more information - Kindly contact us: Ayushi Lad | HR Team +91 84603 77032

Generate leads through field visits, cold calling, and personal networking Explain company offerings to potential clients and close business deals Build and maintain long-term client relationships Achieve monthly and quarterly sales targets Required Candidate profile Graduation in Any Stream Mini. 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Kevisha : 88490 20556

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Cross-selling of various financial products to Bank customers. Help partners generate and track leads & close sales. Required Candidate profile Qualification : Mini. Graduation in any stream Experience : 2+ Years of Experience in Banking, Insurance, Investment or BFSI Sector CTC : 4.0 LPA Only + Incentive + Other Benefits Kevisha-88490 20556

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Location: Madurai, Karaikudi, Rameswaram, Thoothukudi, Tirunelveli, Nagercoil. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio management Excellent communication & stakeholder engagement _______________________________________________________________________________________________ Role: Personal Banker Classic. Experience: 3+ Years of Banking Sales Experience. Responsibilities: Acquire and deepen Classic relationships Cross-sell banking, investment & third-party products Manage attrition and increase wallet share Ensure high-quality service and operational hygiene Meet income & portfolio growth benchmarks Preferred candidate profile: Proven experience in sales and relationship management Strong understanding of banking products and customer profiles Wxcellent communication and follow-up skills _______________________________________________________________________________________________ Role: Personal Banker Sales. Experience: 1+ Years of Banking Sales Experience Responsibilities: Source new liability accounts (CA/SA/TD) through cold calls, referrals & local marketing Cross-sell products like loans, insurance, mutual funds, credit cards & demat Ensure lead fulfillment from all branch verticals Provide exceptional service and ensure compliance with KYC/AML norms Contribute to branch-level business targets Preferred candidate profile: Sales & influencing skills Strong product & regulatory knowledge Good communication & relationship-building abilities _______________________________________________________________________________________________ If you're passionate about customer success and high-impact relationship management, apply now!!

Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Make outbound calls to leads and prospects Explain product details and offer suitable policies Follow up with interested customer Achieve daily and monthly sales target Generate leads and convert them into customer Maintain good customer relationship Required Candidate profile Eligibility Criteria: Minimum 1+ year of sales and marketing experience Graduation Completion Required all semester marksheets. Preferred local candidate Contact: Meenaakshi P | 93136 53024 |

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only