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3.0 - 8.0 years

2 - 5 Lacs

Mysuru

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Role & responsibilities Responsible for managing & supervise multiple bank branches in a Area. Ensuring branches meet their sales target, comply with banking regulations and deliver excellent customer service Supervise & support branches in daily operations Monitor the performance of the branches & ensure they meet business targets ( Deposits, New Customer acquisition, Govt. Schemes etc.) Guide & train branch staff to improve productivity & customer service Implement sales strategies and marketing campaigns to increase the business Ensure branches follow all legal & regulatory guidelines Resolve customer complaints & the staff issues at the branch level Timely reporting to the senior team Regularly review reports, audit finding & branch performance data Build strong relationship with high value customers & local authorities Preferred candidate profile Experience in team handling role Relevant experience in Savings account/FD/RD/Government schemes/New customer Acquisition.

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2.0 - 6.0 years

1 - 3 Lacs

Madurai, Chennai, Coimbatore

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Join India’s No.1 insurance brand in a sales role! Location : Tamil Nadu (All Area) Job Brief: Recruit & manage insurance advisors Drive sales through agent network Train, motivate & monitor performance Perks and benefits Salary+ Incentives- Growth- Rewards from Day 1

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4.0 - 9.0 years

7 - 17 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

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2.0 - 7.0 years

6 - 12 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Can share your Profiles on - Share CV on chinar.soni@v-konnect.com OR can also Whatsapp on 9646816489

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10.0 - 20.0 years

15 - 27 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

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0.0 - 5.0 years

2 - 3 Lacs

Kannur, Kottayam, Thoothukudi

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Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

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0.0 - 5.0 years

2 - 3 Lacs

Thrissur, Tirunelveli, Aluva

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Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

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0.0 - 5.0 years

2 - 4 Lacs

Kochi, Kozhikode, Thiruvananthapuram

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Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

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0.0 - 5.0 years

2 - 3 Lacs

Karur, Dindigul, Theni

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Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

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0.0 - 5.0 years

2 - 3 Lacs

Srirangam, Thanjavur, Virudhunagar

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Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

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1.0 - 5.0 years

2 - 4 Lacs

Pune

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Hello Team, We have new Opening at Bajaj Allianz( Head office ) In Pune Count:- 20 Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below :: - Graduate/Post-graduate (Preferred) - Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) - Good communication skills (Hindi/English) - Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn Location:- Pune , Viman nagar. Need immediate joiner How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:7796426785

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0.0 - 1.0 years

2 - 3 Lacs

Shirpur, Sakri

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Job Description Relationship Officer Organization : SBICAP Securities Ltd. About the company : The broking arm of the prestigious State Bank Group, SBICAP Securities Ltd (SSL) is a wholly-owned subsidiary of SBI Capital Markets Ltd. Commencing operations since the first quarter of the financial year 2006-07, our aim is to provide seamless access to primary and secondary markets to investors, institutional and retail. At SBICAP Securities we aim to select the right person for the right job and create a distinctive environmentfor them to learn, experiment, and grow. Position: Relationship Officer - Demat Accounts Criteria: Candidate must be a graduate. Freshers can also apply Location: Dhule ( Shirpur / Sakri ) Job Description : 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. Age not more than 29 Years. Annual CTC: As per the location (Salary may be negotiated for candidates with relevant experience) Perks: Attractive incentives based on performance

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6.0 - 10.0 years

7 - 16 Lacs

Mumbai, Mumbai Suburban

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We are looking for a results-driven professional to grow our Liability book and Investment AUM through deepening existing relationships and acquiring new high-potential Insignia clients, including resident and NRI individuals and businesses. Key responsibilities include cross-selling wealth and business banking products like Trade Forex, Insurance, and Investments, conducting regular portfolio reviews, and enhancing product penetration. The role requires close collaboration with product specialists and Client Experience Managers to deliver tailored financial solutions and superior service. Adherence to compliance, improving documentation quality, and driving 360 client engagement are critical to achieving success in this role.

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0.0 - 5.0 years

2 - 4 Lacs

Madurai, Chennai, Tiruchirapalli

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Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

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0.0 - 5.0 years

2 - 3 Lacs

Pathanamthitta, Mavelikkara, Kanyakumari

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Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

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1.0 - 6.0 years

4 - 9 Lacs

Ahmedabad

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Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required PRM/CARM - Min. 5 years of experience is required Walk in Drive Details Date : 2nd June'25 Time :12 to 4 PM Venue : Hdfc Bank Ltd, Ground Floor, Shop No 4 , 5 And 6, Shivalik Shilp 2 , Near Keshavbaug , Vastrapur - Ahmedabad Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com and sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

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0.0 - 5.0 years

1 - 4 Lacs

Mangaluru

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Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Fresher - Business Development Executive Experienced - Business Development Manager / Senior Business Development Manager Walk-In date: 31st May'25 Walk-in Address : Premium Enclave, 1st Floor, No. C - 3,4,5, Light House Hill Road, Hampankatta, Mangalore - 575001. 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. Work Experience : Freshers Interested in sales also invited. Experience in banking products Candidates from other industries having flair for open market sales are welcome. Age Criteria : Up to 29 years Job Location : Mangalore Career Path : Well defined career path with an opportunity to have fast career progression in the Bank. Perks and Benefits Local Conveyance + Mobile allowances and Incentives upon meeting the Target Role : Sales/Business Development Manager Functional Area: Field Sales, Retail, Business Development Please send your CV to nidhi.hegde@indusind.com

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1.0 - 2.0 years

3 - 5 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

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0.0 - 5.0 years

1 - 4 Lacs

Visakhapatnam

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Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Fresher - Business Development Executive Experienced - Business Development Manager / Senior Business Development Manager Walk-In date: 03rd Jun'25 Drive Location : IndusInd Bank Limited, Ground Floor, Muralinagar, Plot No:8, Visakhapatnam (Beside NR Function hall) 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. Work Experience : Freshers Interested in sales also invited. Experience in banking products Candidates from other industries having flair for open market sales are welcome. Age Criteria : Up to 29 years Job Location : Across Vizag Career Path : Well defined career path with an opportunity to have fast career progression in the Bank. Perks and Benefits Local Conveyance + Mobile allowances and 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

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3.0 - 7.0 years

5 - 6 Lacs

Lucknow

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A CASA Sales Officer is primarily responsible for acquiring new customers for Current Account and Savings Account services in banks. They conduct market research to identify prospective customers, develop relationships with potential clients

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1.0 - 6.0 years

3 - 8 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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Work Location: Mumbai/Navi Mumbai/Mumbai Suburban Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition/SM-CASA 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 30 years 4. Salary: Up to 10 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: Ganesh Vedante (RSM) Share your Resume - kshitija.ghadi@indusind.com Contact Number - 9359019039

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1.0 - 6.0 years

3 - 5 Lacs

Udupi, Belgaum, Mumbai (All Areas)

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1. Min. 1 years of relevant branch banking experience in CASA acquisition from open market 2. Candidates who has experience in sales should only apply. 3. The role entails acquiring new customers for the bank's current and savings accounts.

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1.0 - 6.0 years

2 - 4 Lacs

Kolkata, Asansol, Gangtok

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Driving recruitment, training, and activation of agents Monitor agent business performance to ensure activation Generation of leads to drive sales, ensuring achievement of targets Follow up on policy renewals Increasing product awareness among agents Required Candidate profile -1 year Sales Experience required - Age limits 21 to 40 - Graduation Mandatory - Local Candidate Preferred

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1.0 - 6.0 years

1 - 4 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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Acquisition of Business Accounts/ Current Accounts from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)Role & responsibilities. Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Preferred candidate profile Candidates should have minimum 1 year of experience in Sales.

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2.0 - 6.0 years

7 - 11 Lacs

Navi Mumbai, Maharashtra, India

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Role Responsibilities: Acquire and manage portfolio clients through relationship deepening Cross sell CASA, FD, RD, SIP, credit cards, and other retail banking products Drive fee income through product penetration and revenue generation Ensure digital channel adoption and customer onboarding for Aspire relationship criteria Job Requirements: Graduate degree (B.Com preferred) Mandatory AMFI and IRDA certifications Experience in retail banking and client relationship handling Strong communication and relationship management skills

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Exploring Casa Jobs in India

The casa job market in India is experiencing significant growth as more companies are recognizing the importance of customer relationship management. Casa professionals play a crucial role in managing customer accounts, providing personalized services, and ensuring customer satisfaction.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Hyderabad

Average Salary Range

The average salary range for casa professionals in India varies based on experience and location. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn up to INR 15-20 lakhs per annum.

Career Path

In the casa job market, career progression typically follows a path from Customer Service Executive to Relationship Manager to Branch Manager. With experience and additional qualifications, professionals can advance to higher leadership roles within the organization.

Related Skills

In addition to casa-specific skills, professionals in this field are often expected to have strong communication skills, problem-solving abilities, customer service orientation, and knowledge of banking products and services.

Interview Questions

  • What do you understand by Casa in the banking sector? (basic)
  • How do you ensure customer satisfaction in managing Casa accounts? (medium)
  • Can you explain the difference between Casa and Term Deposits? (medium)
  • How do you handle customer complaints related to Casa services? (medium)
  • What strategies would you implement to increase Casa deposits for the bank? (advanced)
  • How do you stay updated with the latest trends and developments in Casa management? (basic)
  • Describe a challenging situation you faced while managing Casa accounts and how you resolved it. (medium)
  • How do you prioritize and manage multiple Casa accounts simultaneously? (medium)
  • What role does technology play in Casa management? (basic)
  • How do you ensure compliance with regulatory requirements in Casa operations? (medium)
  • Explain the importance of cross-selling products to Casa customers. (medium)
  • How do you handle sensitive customer information while managing Casa accounts? (medium)
  • Can you discuss a successful Casa campaign you implemented in your previous role? (advanced)
  • How do you build and maintain strong relationships with Casa customers? (basic)
  • What are the key metrics you use to track the performance of Casa accounts? (medium)
  • How do you handle data security and privacy concerns in Casa operations? (medium)
  • Describe a time when you had to deal with a difficult Casa customer. How did you handle the situation? (medium)
  • How do you ensure accuracy and efficiency in Casa transactions? (basic)
  • What steps do you take to prevent fraud in Casa operations? (medium)
  • How do you handle discrepancies in Casa account records? (medium)
  • Can you explain the impact of Casa deposits on the overall profitability of a bank? (advanced)
  • How do you adapt to changes in banking regulations related to Casa operations? (medium)
  • Describe a time when you successfully upsold a new product to a Casa customer. (medium)
  • How do you handle confidential information in Casa management? (basic)
  • What are your strategies for retaining Casa customers in a competitive market? (medium)

Closing Remark

As you prepare for casa job interviews in India, remember to showcase your expertise in customer relationship management, problem-solving skills, and knowledge of banking products. With the right preparation and confidence, you can land a rewarding career in the casa job market. Good luck!

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