6525 Casa Jobs - Page 34

About The Role Job Role- 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 relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customer"s

About The Role Job Role- 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 relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBA and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customer"s

About The Role Job Role- 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 relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3-4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customer"s

Job Description for Sales Manager role : - Generate fresh leads through self sourcing/references - Ensure assigned leads are converted into Sales & meet targets - Meet and Pitch IIFL Gold Loan offerings to potential customers at their Door Step - Build trust by handling customer objections. - Build a long term relationship with portfolio customers to ensure continuity of business and referrals. - Coordinate with different Team to resolve issues in ongoing transactions & ensure flawless execution of the process. Desired Candidate : -Graduates with minimum 1 Year of sales experience with any financial firm. Preferably from Gold Loans background. Job description for Loan Manager role : -Respons...

Personal Banker Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened...

Acquisition of saving/current account from open market. Accomplish sales targets set by the organization. Promote and sell financial products and services. Required Candidate profile Coordinate with other team members to provide excellent customer service. Conduct market research to identify selling possibilities and evaluate customer needs.

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

We are hiring for Banking officer current account and savings account Banking officer retail liabilities CTC: 5.28 Lacs One of the leading banks Handling the sales of Current Account and Savings Account Acquiring the leads of CASA, Retail Liabilities, & all banking products. SALES Profile Minimum 1 yr of experience in banking CASA, Current Account, Savings Account, Preferred.

Job title: - Relationship Manager - Bancassurance. Location: - Trivandrum Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agre...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank’s customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank’s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use...

Role & responsibilities Identify new business opportunities through market research, industry trends, and competitor analysis. Develop and execute sales strategies to achieve revenue targets. Build strong relationships with clients by providing exceptional customer service and ensuring timely issue resolution. Collaborate with cross-functional teams to drive business growth initiatives. Preferred requirement: 1 -3 year relevant experience in the financial sector Knowledge of Banking products and processes. Strong Relationship Management skills. Multi-tasking with crisis management capabilities. Effective communication & interpersonal skills. Ability to adapt to change in a fast growing franc...

Roles and Responsibilities Manage sales performance of the team, ensuring targets are met or exceeded. Develop and execute strategies to increase digital sales through various channels (CASA, Third Party Products). Collaborate with internal teams to resolve issues related to product offerings and market trends. Cross-sell banking products to existing customers to enhance revenue growth. Desired Candidate Profile 5-8 years of experience in BFSI industry, preferably in sales management role. Strong understanding of digital sales, cross selling, and third party products. Excellent communication skills for effective team handling and customer interactions.

Key Responsibilities: Lead, mentor, and manage multiple CASA "Business On Wheels" sales teams across the Bangalore region. Drive customer acquisition targets for current and savings accounts. Develop regional strategies to expand reach via mobile sales units. Monitor team performance, field productivity, and customer engagement. Coordinate with product, compliance, and operations teams to ensure seamless onboarding. Ensure adherence to regulatory and KYC norms during field operations.

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 Bank’s policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to ...

Profiles Criteria: - 1. Candidate should be stable in current job from 1 year and should be having good Insurance knowldge 2. No Employment Gap is required 3. Good Communication-spoken and written 4. Required Stable profile Required Candidate profile Any BFSI, Insurance industry candidate is preferred with good knowledge about the industry and market Should be comfortable with Travelling and must have own vehicle.

Role & responsibilities To acquire new clients through leads and family accounts grouping. To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base. To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products. To meet / call mapped clients for client servicing needs and new products cross sell. To actively participate in driving campaigns conducted across liability and other products. To conform to processes of the bank and have a high focus on compliance. Candidate Specifications Any graduate with 3+ years experience into Ba...

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Role & responsibilities To acquire new clients through leads and family accounts grouping. To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base. To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products. To meet / call mapped clients for client servicing needs and new products cross sell. To actively participate in driving campaigns conducted across liability and other products. To conform to processes of the bank and have a high focus on compliance. Candidate Specifications Any graduate with 3+ years experience into Ba...

Role & responsibilities To acquire new clients through leads and family accounts grouping. To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base. To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products. To meet / call mapped clients for client servicing needs and new products cross sell. To actively participate in driving campaigns conducted across liability and other products. To conform to processes of the bank and have a high focus on compliance. Candidate Specifications Any graduate with 3+ years experience into Ba...

Hiring for Leading ITES Company In Gurgaon for Customer Support, Banking Process (Immediate Joiners Only) Key Highlights: 1: Graduate with minimum 1 year exp in Customer Support : Banking Process 2: Candidate Must Not Have Any Exams in the Next 6 Months 3: 24x7 Shifts 4: 5 Days Working 5: Both Side Cabs 6: Excellent Communication Skills 7: Immediate Joiners Preferred Daily Walkin @ Outpace Consulting, C-29, Sec 2 Noida (Nearest Metro Noida Sec 15, Exit Gate 3) Landmark : Near Hotel Nirulas Walkin Time : 11 am to 3 Pm Ritika @ 8299619074, Somya @ 9461962110, Qasim @ 8056419536, Neha @ 8789203027, Shadiya @ 78988 22545, Satya @ 79892 80521 Whatsapp Your CV @ 9721919721 ( Mention Banking Suppor...

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Job Location: Madurai, Sivagangai, Tirunelveli, Nagercoil, Kanyakumari, Thoothukudi, Karaikudi. Note: Immediate Joiners are preferred. 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 & ...

Key Responsibilities Sales & Acquisition: Identify and acquire new customers for Current and Savings Accounts (CASA), often through field sales and local marketing. Relationship Management: Build and maintain strong, long-term relationships with existing and new clients to ensure customer satisfaction and retention. Product Promotion: Actively promote and explain the benefits of the bank's CASA products and other relevant banking solutions to potential customers. Target Achievement: Meet or exceed monthly and quarterly sales targets set by the bank.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Identify and acquire new individual and business customers for CASA products. Conduct field visits, cold calling, and participate in lead generation activities. Achieve monthly targets for account openings and average account balances.

Relationship Manager (CASA/CA)- BRANCH BANKING (Delhi/ncr) Company: Small Finance Bank Location's: Pan Delhi/ Ghaziabad/ Noida/ Faridabad/ Gurgaon/ Indrapuram/ Najafgarh JOB DESCRIPTION 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 ...