3455 Casa Jobs - Page 33

About The Role Branch Relationship Manager - BRANCH BANKING - Branch BankingJOB ROLEDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role 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 customer"s 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 channelDesired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role 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 customer"s 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 channelDesired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player . Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role 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

About The Role Regional 360 Manager Job Name R360M Regional 360 Manager Department Retail Liabilities Branch Banking Reporting Relationships Zonal 360 M RBH Grade M5 M6 R360Manager is a Regional role that revolves functioning below core objectives at Region/Zone level Driving Health Score for RL-Branch Banking portfolio through Regional Leadership across the Regions/Zones. Regional Channel Drives & Analytics support to Region with an objective to help to achieve their topline budgets through analytical insights. Digital Adoption & Digital Txns drive across the LOBs Portfolio quality movement & driving awareness of Analytical tools to Channel Support to Areas/Regions to drive and review performance on Health Parameters for managed portfolio, Driving Digital adoption and identify the areas of improvement with AM/RBM. Draw an operational plan to drive portfolio Health targets and ensure that the key aspect of customer engagement through granular book coverage is achieved with special focus on digital banking and consumer assets product . Regional Channel Campaigns Drive & Analytics support to Region Zone with an objective to help Branches/Area/Region to achieve their topline budgets through analytical insights by providing product level Opportunities/Potentials, EBT or Business Enablers etc. drive. Intelligent analytical insights to contribute towards achievement of product level top line targets across the zone and support Regions/Areas by providing Product level data opportunities through Local/ Central level campaigns and use EBTs (Event Based Triggers) as an opportunity tool to generate business out of it. Drive Channel Campaigns in the Area/Region across LOB"s through Central Local level designed campaigns. Data support for the same would be provided by the HO/Analytics team. Drive adaptability of Analytical tools for the channel including Reliability, PMPT, UNICA & EBT triggers etc. in the zone across all Regions/Areas. Drive Interact/Reliability/CRM adoption across all areas and Regions in Zone. All the data support would be taken care by Central Team and R360Ms/Z360Ms to ensure no CRN level data to be distributed across the Area/Regions.

Job Role: Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales orientation MBA Graduate

About The Role Relationship Manager-Loan Against Property 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. Job Role: 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 LoanMortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role Relationship Manager-Loan Against Property 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. Job Role: 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 LoanMortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation

About The Role JOB ROLE Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for New To Bank- customer and cross sell various products like TD/MF/ CASA/Gold. Ensuring regulatory and procedural compliance To co-ordinate the audit of the branch Ensuring service excellence to enhance portfolio, control retention and better cross sell Authorize and check RO SO entries Check end products Check vouchers to clear transactions of Rs. 10 lakhs & above Vault Key custodian JOB REQUIREMENT MBA/Graduate Minimum work exp. 5 years Customer service oriented Meticulous Eye for details Ability to manage and motivate front office staff. Thorough overall understanding of banking Graduate/MBA Graduates with 5-8 years" experience Should possess customer orientation and team leader qualities

About The Role 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 customer"s 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 customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

Axis Bank is Hiring: Sales Executives CASA (Nagpur Cluster) Position: Sales Executive – CASA (Current Account/Savings Account) Cluster: Nagpur Job Description: Axis Bank is looking for passionate and result-driven professionals for CASA Sales. The role involves acquiring new customers for current and savings accounts through direct field sales, building relationships, and achieving monthly targets Eligibility Criteria: Graduation (in any stream) is mandatory Minimum 1 year of experience in field sales (any industry) Good communication and interpersonal skills Must be open for outdoor/field work

We're Hiring: Sales Executives CASA (Nashik Central Cluster) Organization: Axis Bank Ltt Position: Sales Executive – CASA (Current Account/Savings Account) Cluster: Nashik Central Branches Covered: Deolali Nashik Road Pathardi Phata College Road Satpur Kalwan Indira Nagar Eligibility Criteria: Minimum Graduate Freshers & Experienced candidates both can apply Good communication & interpersonal skills Sales/fieldwork interest

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

Job Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. About The Role Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

About The Role Role: Manage big ticket size clients having group exposure above 5 Cr Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure timely closure of all pending PDD"s. Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done. Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA"s. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"s basis existing relationship management. Maintain CASA book and generate float income by opening all group accounts. Tracking of trade and forex transaction done by customer and generating income opportunities from this. Job Requirement Preferably MBA/ CA Experience2-3 years" experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill

Job Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. About The Role Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

About The Role JOB Role- Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accountsin the prescribed TAT"s. 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

About The Role 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 MBASkills & Experience Customer relationship management skills - Sales and service orientation

Role & responsibilities Financial responsibilities: 1.Managing corporate relationships and sourcing salary account through Existing Corporates. 2.To ensure that all accounts signed up with the corporate gets salary credits Knowledge of corporate Markets and Industries in the area of location to increase business opportunity. 3.Knowledge of KYC process for opening salary account. 4.Deepening of the salary relationship - new account acquisition and value build up in existing accounts. 5.Ensure each corporate has positive profitability. 6.Selling cross sell products to the relationship. Non Financial Responsibilities: 1.To maintain call reports and MIS as required. 2.Competitors updated information. 3.Servicing all financial needs of the flagged customer. 4.Ability to work for multiple products. 5.To identify and resolve service issues of the Corporate. Compliance & Risk Responsibilities: 1.Taking the responsibility of company information - not to be shared the with anybody out of office in any form. 2.Taking responsibility of confidentiality of information gathered from clients , not to share any information with competition. 3.Ensure that appropriate standards of conduct are established and complied in department. 4.Safeguard of company assets provided for serving job responsibilities . Preferred candidate profile Relevant Experience: Minimum 1-2 years of experience. (Should have good exposure in corporate sales, CASA or Cross Selling). We have opening for Regions of Karnataka, AP, TL and Chennai. Candidates willing to relocate or currently working in these states can apply.

Work Location: Mumbai Suburban/Navi Mumbai/Thane/South Mumbai/Central Mumbai Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition Date: 16-July-2025 Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-5 years of experience in BFSI 2. Graduate or Postgraduate degree 3. Age: Up to 28 years 4. Salary: Up to 6 Lacs Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Riya Singh (HR)