10297 Casa Jobs - Page 32

Roles and Responsibilities Manage retail liability products such as CASA, Current Accounts, Savings Accounts, and other liability products. Develop and maintain relationships with existing customers to increase sales revenue through cross-selling of banking products. Identify new business opportunities by prospecting for potential clients and acquiring new customers. Collaborate with internal teams to resolve customer queries and issues related to their accounts. Meet or exceed monthly targets set by the bank for sales performance. Desired Candidate Profile 1-6 years of experience in Retail Banking or Branch Banking with a focus on Liabilities management. Strong understanding of Business Dev...

Roles and Responsibilities Manage retail liability products such as CASA, Current Accounts, Savings Accounts, and other liability products. Develop and maintain relationships with existing customers to increase sales revenue through cross-selling of banking products. Identify new business opportunities by prospecting for potential clients and acquiring new customers. Collaborate with internal teams to resolve customer queries and issues related to their accounts. Meet or exceed monthly targets set by the bank for sales performance. Desired Candidate Profile 1-6 years of experience in Retail Banking or Branch Banking with a focus on Liabilities management. Strong understanding of Business Dev...

Walk-In Drive | 24th Novemeber | YES BANK 7th Floor B Block, Times Square Grand, Sindhu Bhavan Marg, Bodakdev, Ahmedabad-380059 | 11:00 AM - 2:00 PM Requirement : Sales Officer CASA Location: Ahmedabad Role & Responsibilities (Short JD): Ensure regulatory compliance and branch-level profitability Acquire and cross-sell CASA, life insurance, mutual funds, gold, trade/FX, and asset products Build and maintain strong relationships with both new and existing customers Deliver high quality service by addressing customer queries promptly and adhering to KYC/operational policies Escalate business-impacting issues as needed and submit timely MIS reports Set and achieve annual performance goals in al...

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them wit...

Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of cu...

Urgent Hiring in Leading Private Sector Banks Across Tamil Nadu! Eligibility: Any Graduate Freshers & Experienced Can Apply Hiring for: • Personal Banker / Teller • Branch Relationship Executive • Relationship Manager (Retail) • Assistant Manager Liabilities • Senior Executive Customer Service / Support • Business Development Officer (Banking) Salary & Benefits: 18,000 - 35,000 per month (Based on Role & Experience) Benefits: Performance Bonus, Growth Path, Job Stability & Internal Promotions Job Locations Include: Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tiruppur | Pondicherry and Additional branches across Tamil Nadu How to Apply: Send Your Updated Resume via WhatsApp: 637...

A Field Sales Executive is responsible for generating leads, meeting customers in person, selling products or services, and achieving monthly sales targets. The role involves field visits, customer interaction, and relationship building. Key Responsibilities Visit customers, shops, or assigned territories to promote and sell products/services Generate leads through field surveys, referrals, and cold calling Identify potential customers and explain product benefits Achieve daily, weekly, and monthly sales targets Maintain strong customer relationships to increase repeat business Required Skills Good communication and presentation skills Strong negotiation and selling skills Ability to work ta...

We are hiring for experienced and result-oriented Sales Managers to drive Credit Card Sales across locations like: Aurangabad, Nagpur, Pune, and Goa . These roles are critical to expanding our Credit Card portfolio through multiple business channels and ensuring strong market penetration. Position: Sales Manager Credit Card Sales ( M2/M3/M4) Locations: Goa / Aurangabad / Nagpur / Pune Key Responsibilities: Business Development & Sales: Drive Credit Card business acquisition through designated channels. For Goa, Aurangabad & Nagpur: Generate business from Bank Branches, Point of Sales (Indian Oil Petrol Pumps and PVR INOX Stores) through DST team, Corporate Salary Accounts, and Car Loan Depar...

Hi, We have an excellent Opening in Leading Bank for the following role. (Exclusively for women candidates) HNI Relationship Manager (Products CASA , Mutual Fund, FD & Insurance TPP) NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Across Hyderabad Responsibilities for Relationship Manager •Primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales t...

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

Handle territory & sales company product Achieve monthly targets Manage sales: distributors, retailers & partners Lead and guide a small field sales team Conduct daily market visits & monitor competitor activity Required Candidate profile Graduate / MBA preferred 2–5 years in field or sales Good communication & negotiation skills Local market knowledge + willingness to travel Kevisha - 88490 20556

Conduct daily field visits to generate new leads Meet customers, explain product benefits & close sales Maintain follow-ups and daily visit reports Support on-ground marketing/road campaigns Achieve monthly sales targets Required Candidate profile Graduate 2–4 years in field sales Strong presentation + negotiation skills Good local area knowledge Kevisha - 88490 20556

Job description: As a Senior Sales Team Leader, you will be responsible for leading and motivating a team of sales professionals to achieve revenue targets and business objectives. You will play a crucial role in driving business growth, fostering a positive team culture, and ensuring customer satisfaction. Job Roles and Responsibilities: Lead and manage a team to achieve business targets. Drive new business development by identifying and capitalising on market opportunities. Develop and implement strategies to improve sales performance and client acquisition. Train, mentor, and motivate team members to enhance productivity and skill sets. Monitor team performance through regular reviews and...

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. Track team performance and provide regular feedback. Build strong customer relationships and ensure quality service. Identify new business opportunities in the assigned region. Maintain sales reports and share timely updat...

You will be responsible for acquiring premier customers for the company in locations like Agra, Meerut, Kanpur, and Lucknow. Your key responsibilities will include: - Acquiring new customers for various financial services such as CASA and CA - Developing and maintaining relationships with high net worth individuals - Providing customized financial solutions to meet the customers" needs To excel in this role, you are required to have: - Educational qualifications such as B.Com, M.Com, or any other Bachelor's Degree - Relevant experience of 1 to 7 years in a similar role - Key skills including knowledge of CASA, CA, and acquisition management The salary for this position ranges from 2 Lacs to ...

We have opening for SO-CASA role for South Bombay Location Position:-Sales Officer CASA Business Unit:-Retail Banking 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 operationa...

Key Responsibilities: Recruit, train, and lead a team of advisors/sales executives Drive sales targets through direct and channel business Maintain strong customer relationships and ensure high retention Required Candidate profile Excellent communication and leadership skills Strong knowledge of BFSI / Insurance / Financial Products Target-driven and result-oriented mindset Contact: Shashi | +91 8460886875 Perks and benefits Fixed Sallary+Incentive and Bonus

Recruit, Identify and Form sales team Lead and support the sales team Set and achieve sales targets Monitor monthly/ Quarterly sales performance Build and maintain customer relationship Plan and execute sales activities Convert and close the deals Required Candidate profile What We Require: Minimum 1+ year of sales and marketing experience Graduation Completion Required all semester marksheets. Preferred local candidate To Apply Meenaakshi P | 93136 53024 |

Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal Increasing product awareness among agent Mo-9879879075 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 23 to 45 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Develop and maintain relationships with bank partners to drive life insurance sales. Coordinate with bank staff to implement sales strategies and training programs. Achieve and exceed monthly and annual sales targets. Conduct regular sales meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6352870507 Perks and benefits PF+ALLOWNCES+INSURANCE+INCENTIVE

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Interact with customers, provide product information Meet sales targets and goals Generate leads and reach out to customers Follow up with customers post-sales Maintain accurate sales records Collaborate with team members Mo- 99791 99489 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 23 to 45years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Acquire & manage customers in assigned territory. Drive sales targets through direct & channel sales. Build & maintain strong client relationships. Market mapping, lead generation & conversion. Ensure regular reporting & performance tracking. Required Candidate profile Graduate with min. 2 years sales experience. Strong communication & negotiation skills. Local market knowledge of Maharashtra region. Willingness to travel in field. Shraddha : 96628 33693

- Build and onboard your own sales team as per business requirements. - Assign daily tasks, guide the team in field execution, and monitor performance. - Conduct client meetings with the team and support in closing sales opportunities. Required Candidate profile Experience: 1 to 3 Years in Sales Qualification: Graduate Preferred Contact: For more details, contact Shraddha(HR) at +91 96628 33693

Roles & Responsibilities Manage and grow a portfolio of high-value customers for liabilities products. Achieve branch targets across CASA, term deposits, and overall liabilities. Drive new-to-bank acquisition and deepen existing relationships through cross-sell. Conduct regular portfolio reviews to identify opportunities for upgrades and retention. Ensure accurate KYC, documentation, and compliance with regulatory norms. Resolve customer queries promptly and maintain service quality standards. Collaborate with branch teams for seamless onboarding and portfolio expansion. Track portfolio performance and maintain audit-ready records. Preferred Candidate Profile Graduate/Postgraduate with 3 - 7...