10297 Casa Jobs - Page 35

Source and onboard new customers for banking products Maintain strong customer relationships Achieve monthly sales and revenue targets Provide timely service support to clients Ensure compliance and documentation accuracy Required Candidate profile Any Graduate Freshers welcome Field sales interest Apply Now: Nisha | +91 9904750213

Purpose of the role: Generate potential New to Bank Customers and identify opportunities for greater profits Fostering strong relationships with existing set of customers mapped and to offer them best investment solutions. Build Book of potential Customers for himself and for the Bank Key Responsibilities: 1. Acquisition of new Customers and Increase book size. 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. 4. Responsible for catering the investment needs of clients by providing them researc...

Designation - Senior Sales Manager - Find new team members(LIC agents, DSA, freelancers, etc.) - Train, Guide & Motivate them. - Drive monthly business through team - Team Management & team handling. Required Candidate profile Education : Any Graduate Must have 2 year of experience in BFSI(Banking/ Financial Services/ Insurance) or Any Sales Experiance / Releiving Letter Mandatory Age : 23 to 35Yrs Candidate must be Local Perks and benefits PF+ESIC Annual Bonus TA Health Insurance

Hiring for leading bank Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

Building and maintaining relationships with clients digital Engaging existing customers to offer new products and services, such as loans, based on their needs Handling customer inquiries, resolving issues, and ensuring a positive customer experience Required Candidate profile Any graduate with min 3 year of sales experience Good communications skills Convincing Power Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Responsible for the business development. Handling existing and potential customers. Achieve sales target and market share. Channel management and development. Handling dispute of client's distributor and internal. Process and customer orientation. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 25 to 40

Role & responsibilities It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant t...

GRADE - DM-I DEPARTMENT - Rural Banking REPORTS TO - Branch Manager ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Managingthe Liability Book of the branch (Open Market CA SA TD) Approximately 2.5 Cr LiabilitiesCustomers handling Numberof portfolio products- CASA, T...

Role & responsibilities Team Management Lead, mentor, and motivate a team of Credit Card Executives/Agents. Conduct daily huddles, performance reviews, and team coaching. Allocate leads, monitor productivity, and ensure efficient task distribution. Train team members on product knowledge, sales techniques, compliance, and systems. 2. Sales & Business Development Achieve monthly and quarterly credit card acquisition targets. Drive sales through field activities, telecalling, digital leads, and channel partners. Track conversion ratios and identify opportunities to improve performance. Ensure high-quality sourcing aligned with bank/NBFC policy. Preferred candidate profile Required Skills & Qua...

Handle customer queries & provide banking product information Promote Savings Account, Current Account, Credit Cards, Loans Field/On-ground sales role Build and maintain customer relationships Maintain sales reports Required Candidate profile Any Graduate Freshers welcome Field sales interest Apply Now: Princy Z. | +91 9327916832

Role & responsibilities BDE/SO @ Reputed Small Finance Bank - Kolkata or Odisha CASA Sales / Aquisition Open Current Account/Savinvg Accounts Handling retail customers and existing portfolio Preferred candidate profile Minimum 1 year of experience in CASA Sales. Only Banking candidates should apply. Regards, Sandipa 7980475998

Role & responsibilities : Mega Hiring Drive from 6th Dec 2025 at Jaipur Tonk Road of Finance Bank. Open Positions :- Relationship Manager Current Account & Saving Account ) CTC-3.5 Lpa to 6.5 Lpa max Relationship Manager (RM) Royale CASA & CA Experience of 4- 8 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients. Relationship Manager (RM) -Platinum Business - Minimum 3-5 years experience of Retail Banking Location : - Shahpura, Behror, Kotputli, Paota, Thanagazi, Kishangarh Bas, Gathwari, Hanuthpura, Raiwana, Paaldi, Jawanpura, Gailpur, Theekaria, Hathideh, Bundi ,Swai Madhopur ,Tonk ,Deoli ,Bagru ,Chaksu ,Dudu , Phagi ,Chamawali ,Lap...

Looking for a sales opportunity with a leading company? Manage and recruit an open-market team, track performance, support sales targets, execute market strategies, coordinate with internal teams, conduct training, and address performance gaps. Required Candidate profile 1+ Years Exp. in Field Sales (Most Prefer insurance Background Candidate) CTC : 4.50 LPA Graduation Complete Local Candidate Prefer Do not apply if not having field Sales exp. Call : 8849711957 Perks and benefits Fix Salary + Incentive + bounce + LI + benefit

Job Title: Relationship Manager Sales (Banking Sector) Location: Puducherry | Coimbatore | Nellore Experience: 6 months 1 year (Freshers can also apply) Industry: Banking / Financial Services Qualification: Graduate Key Responsibilities: Develop and maintain strong relationships with new and existing customers. Promote and sell banking products like savings accounts, current accounts, loans, insurance, and investment products. Understand customer needs and offer tailored financial solutions. Follow up on leads, meet sales targets, and ensure excellent customer satisfaction. Coordinate with internal departments to ensure smooth customer onboarding and documentation. Participate in field visit...

Dear Candidates! We are hiring for Sales Executive in CASA for Lucknow Location, CTC- 3.96 LPA Experience Required for 1 Year in any BFSI Sales. If you have experience in field sales so Kindly share your updated resume on 7302120316 or bharti@skillnixrecruitment.com

Dear Candidate, Urgent Opening with leading Bank. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973 Role/ Job Title: Associate Manager-Acquisition (CA/ SA) Function/ Department: Branch Banking Job Purpose: Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisitio...

As a Digital Sales Relationship Manager, your primary responsibility will be to engage with customers over phone calls and effectively sell a range of banking products, including personal loans, business loans, credit cards, line of credit and cross-selling opportunities like fixed deposits. In addition, you will be required to perform Virtual Know Your Customer (VKYC) processes to verify customer identities and facilitate smooth on-boarding. Responsibilities: Provide financial solutions to the SA customers while maintaining high service standards. Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exch...

Role & responsibilities : Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of RTD (FD, RD etc.) Activate Accounts opened, UPI accounts, Savings balance and includes Insurance, etc. Participate in branch activities and migration events around the catchment area. Build strong relationship with internal teams to leverage existing relationships from other. Conduct low-cost micro marketing activities around catchment areas for lead generations Preferred candidate profile Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented Excellent verbal and written communication skills

Generate leads through cold calls, market visits, and referrals Promote banking products to potential customers Explain product features and benefits clearly Achieve monthly acquisition and sales targets Maintain strong customer relationships Required Candidate profile Graduation mandatory Any Fresher Contact: Nisha – 9904750213

- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

Generate and manage leads through field visits and local market activities Build strong customer relationships to drive sales Explain product offerings and ensure policy conversions Achieve monthly and quarterly sales targets Required Candidate profile Minimum 1–2 years of field sales experience Strong communication and convincing skills Graduation preferred Apply/Contact: Nisha – 9904750213

Designation : Relationship Manager (RM/SRM/ERM) Channel : Bancassurance Industry : Life Insurance Job Location : Payyanur, Taliparamba, Thalassery, Thrissur, Irinjalakuda, Mundathicode, Chelakkara, Wadakkanchery, Tirur. Role & responsibilities 1. Building a good rapport with the bank staffs, generating leads & cross selling LI products to the customers. 2. Handling assigned bank branches Preferred candidate profile 1. A graduate with minimum 1 yr of Sales experience in Banking/Insurance/BFSI/Broking/NBFC industry. 2. Immediate joiners or candidates with lesser notice period are considered. CTC Annual - Max up to 4 L + TA + Incentives. Interested candidates can apply by sending the updated re...

Dear Candidate , Greetings !!! We are hiring for one of the leading banks, if you are interested please reply back your updated resume Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment ar...

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on the...

1. Platinum HH Officer Role: Handle high-value customers, promote premium banking services. Key Responsibilities: Acquire and manage Platinum High Net Worth clients. Cross-sell wealth products (investments, insurance). Ensure top-notch customer service and compliance. Skills: Strong relationship management. Knowledge of wealth products. 2. Elite HH Officer Role: Manage elite segment customers, drive premium CASA and wealth sales. Key Responsibilities: Build and maintain relationships with Elite customers. Achieve CASA and cross-sell targets. Provide personalized banking solutions. Skills: Excellent communication and sales skills. Banking/financial product knowledge. 3. PAM CASA Officer Role:...