10297 Casa Jobs - Page 31

ROLE PURPOSE & OBJECTIVE Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank. Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances t...

Key Responsibilities: - Identify new markets and generate leads through local activities (canopy activities, leaflet distribution, cold calling). - Service leads referred by the sales front, cross-selling, and other channels. - Deliver high-quality client service and ensure customer retention to enhance product sales and new client growth. - Achieve individual performance targets for income generation, product sales, and new client growth. - Manage the entire loan process, from login to disbursement completion, including fulfillment, counseling, and customer hand holding. - Ensure customer compliance to prevent defaults and assist the collections team in recovering EMIs if necessary. - Build...

Job Title - Associate Manager-Acquisition (Household/Current Account) Business Unit - Retail Banking Function -Branch Banking Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships a...

Customer relationship management • Accountable for customer satisfaction through quality of service and precise communication • Accountable for equipment safety and performance • Accountable for selling service repairs • Accountable for the sales lead volume, quality, and further processing of sales leads • Accountable for resolving customer service quality complaints • Accountable for resolving customers invoicing complaints related to maintenance operations Service operations • Accountable for the end-users, the sites and the technicians safety • Accountable for the delivery of service according to the service contract requirements, the time limits, the KONE quality standards and the local...

*JOB DESCRIPTION -A YES BANK A *Yes First Relationship Manager (RM)* at Yes Bank , is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. *Key Responsibilities:* *Client Relationship Management:* Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. *Sales and Revenue Generation:* Achieving sales targets through the acquisition of new c...

*JOB DESCRIPTION -A YES BANK A *Yes First Relationship Manager (RM)* at Yes Bank , is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. *Key Responsibilities:* *Client Relationship Management:* Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. *Sales and Revenue Generation:* Achieving sales targets through the acquisition of new c...

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for wealth management services. Identify new business opportunities through networking, referrals, and market research to expand the client base. Develop strong relationships with existing clients to increase sales revenue from current accounts, saving accounts, retail sales, B2C sales, field sales, branch sales. Collaborate with internal teams to resolve customer queries and issues related to banking products such as insurance policies. Meet or exceed monthly targets set by the organization for cross-selling various financial products. Desired Candidate Profile 3-7 years of exp...

As Branch Manager, your responsibilities include overseeing the daily operations of the bank branch Managing staff and ensuring excellent customer service. You will be accountable for meeting branch targets, implementing operational policies, staffing, and maintaining compliance with banking regulations. Additionally, you will play a key role in coaching and developing your team to achieve performance goals and promoting branch services to enhance customer experience. Strong leadership, communication and decision making are essential for this role. Experience: 8+ years Should have Liability BM experience for minimum 2 + years Preferred candidates profile: Banking Industry - Liability product...

Meet customers and generate daily sales Identify new leads & convert them into business Maintain good relationships with retailers/distributors/customers Achieve monthly sales targets Handle follow-ups, inquiries, and on-ground activities Required Candidate profile Any Graduate 1–5 years in field sales / marketing / B2C / B2B Good communication & negotiation skills Two-wheeler preferred Kevisha - 88490 20556

Manage and develop brokers / sub-brokers for business generation Achieve monthly & quarterly sales targets Close company-provided leads Conduct joint calls, partner visits, and product training Support brokers with customer meetings & policy closures Required Candidate profile Any Graduate 2–5 years experience in Insurance / Broking Strong communication & relationship-building skills Ability to handle field work and achieve targets Kevisha - 88490 20556

Role & responsibilities Assitant Acquisition Manager KRAs: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Customers can be acquired from individuals, small businesses, trusts, associations, societies, corporates. Selling TPP and Generating Revenue Contribute towards building CASA book size. Desired Candidate Profile: Excellent communication skills. Should have some existing base of customer’s Graduate/Post Graduate : 2-3 years of experience Customer orientation High energy levels with a motive to succeed You can Whatsapp your cv at Ph-7065603330

LOS , LMS , CASA

Field sales role in banking sector Promote and sell banking products Do daily customer visits and generate new business Achieve monthly sales targets Maintain strong customer relationships Required Candidate profile Any graduate can apply Good communication and basic banking knowledge required Contact: Nisha S – 9904750213

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. cv.willpower@gmail.com Hr Neha 77589 51643 Required Candidate profile minimum 2 years of experience in field sales Perks and benefits Fast Track promotion unlimited incentive mediclaim

Achieving business targets through building productive distribution force Effective management of sales managers Manage on roll co team Drive customer engagement Work on cross sell and upsell campaigns Drive productivities of on roll employees Required Candidate profile Must have past experience from BFSI, Banking, Insurance Sector Must be Graduate Age upto 40yrs Good Communication and Go getter Attitude Perks and benefits Family Health Insurance, Incentives, Travelling

Role & responsibilities Business Development Manager (BDM) focusing on Current Accounts at Equitas Small Finance Bank primarily involves CASA acquisition (Current Account and Savings Account), achieving sales targets, and building client relationships . Preferred candidate profile Key Responsibilities Customer Acquisition: Proactively acquire new current and savings accounts for the bank through field sales, cold calling, referrals, and leads provided by the bank. This involves targeting individuals, professionals, MSMEs, and small business owners. Target Achievement: Meet and exceed monthly, quarterly, and annual sales targets (both in numbers and value) for CASA products. Lead Generation: ...

Roles and Responsibilities Kotak Mahindra Bank Limited is offering positions for multiple roles to join our dynamic team embark on career- oriented journey where your passion for excellence meets limitless growth opportunities Client Relationship Management (Building and maintaining HNI'S and serving as single point of contact to the bank) Sales and Revenue Generation (cross selling the banking products) Portfolio Management (Ensure compliances with internal policies) Customer Service Excellence (Resolve customer queries professionally) Teller Operations Current Accounts and savings Accounts Acquisition, Opening NTB accounts ,TPP Products ,Field Sales experience Roles Platinum Relationship M...

About the Role We are looking for a result-oriented Sales Officer who can lead, motivate, and guide a small sales team to achieve business targets. The ideal candidate should have strong field sales experience, excellent communication skills, and the ability to drive performance through coaching and planning. Key Responsibilities: Lead, guide, and motivate the sales team to achieve monthly and quarterly targets. Plan and execute field sales activities to generate business. Drive sales targets through direct and channel business Maintain strong customer relationships and ensure high retention Motivate team to achieve monthly and quarterly goals Ensure compliance with company policies and guid...

Urgent hiring for Relationship manager casa for one of the leading pvt ltd bank. Key Responsibilities New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML Ensure successful onboarding of customer for a smooth transition to branch banking team. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. Activities for lead generation Cross sell Lead generation/ basic enquiry, liaising with B...

Process: Lead Generation Executive – Tata DSF Process -Freshers/ Exp Both Can Apply -Avg comm. required -Qualification: Min. HSC (preferred) -Rotational off -Salary: 15,000 In-hand -Shift: Rotational Day Shift + Rotational Week off Required Candidate profile Min. HSC Pass Location: Airoli, Mumbai Contact Person: HR Omkar B Mobile (Call or WhatsApp): 8432231927 Perks and benefits Golden opportunity for career growth

17Job Roles Hiring - Branch Head, Assistant Branch Head, Teller, Gold Load Officer, Business Development Officer/ Manager Minimum Eligibility Criteria - Graduate with 2 years of experience in banking / NBFC sector. Job Locations - Surat, Vadodara, Nadiad, Modasa, Morwa, Himatnagar, Bhavnagar, Dahod, Ahmedabad Interview Details : Contact Person : Apeksha Shesha - 8714686755 10 December 2025 - Gujarat (Online Interview) 13 December 2025 - Walk - Interview - Ranip (Ahmedabad) - SV Square Mall, Godrej City Road, Nearby Balolnagar Bridge, Ranip, ahmedabad, gujarat - 382470. 17 December 2025 - Walk-In Interview - Vadodara - Shop No 1, Trivya Complex, Gotri Road, Nearby Bharat Petrol Pump, Natubhai...

Job Title - Associate Manager-Acquisition (Household) Business Unit - Retail Banking Function -Branch Banking Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing ...

Role & responsibilities Preferred candidate profile Build and maintain strong, long term connections with brokers/ clints Ensure satisfaction and drive business growth Handel assigned broker partners and generate Business Strategy and reporting

Responsibilities of accountants involve analysis of future income and spending patterns, expenditures, revenue, financial commitments and liabilities. It also includes managing the finances of the DAV Group of Schools and providing reports and ideas on use of resources, tax methods and budgetary assumptions. Benefits: Health insurance Schedule: Day shift Education: Bachelor's (Preferred) Experience: Accounting: 1 year (Preferred) Tally: 1 year (Preferred) total work: 1 year (Preferred) Benefits: Health insurance

Role & responsibilities Branch Manager @ reputed small finance Bank upto 14L, Karnataka (Jeevan Bhima Nagar , Maratahalli, KG Koppal, Raja Rajeshwari Nagar, Mangalore - Dharwad ) Manage Operations and overall functioning of the branch. Responsible for meeting the branch targets and adherence to all guidelines and regulatory requirements. Preferred candidate profile Local candidate must be graduate Minimum 5 Years experience in managing branch Should have experience in team handling Should possess leadership and good inter-personal skills MS Office & IT skills Good analytical Skills