6525 Casa Jobs - Page 35

Find new business opportunities in your area Build & maintain good relationship with local vendor/customers Track sales trend & performance area-wise Work closely with the sales & support teams Help grow the company’s presence & increase market share Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory HR Kajal-8758802172 M-kajal@srsethinfo.com Check CTC before applying Perks and benefits On Roll Job + High CTC Incentives + Allowances

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

Product: CASA + Retail Liabilities Interested candidates can share there resume by mail & whatsapp hr10@worldotalent.com & 9915616882

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 f...

Greetings from Kotak Life Insurance! We are currently hiring for a Sales Manager / Relationship Manager in our CAB Channel. If you are interested in sales and want to earn good incentives along with career growth, then share you resume on kli.anjali-joshi@kotak.com Corporate Broking 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead,motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5.Help the partner facilitate their ...

Job Opening: Axis Bank - Customer Service/Cross Sales Process Freshers can apply Minimum Qualification: HSC Pass Age: 18 to 30 years Not eligible: Students or candidates with ongoing studies Salary: 16,000 in-hand + unlimited incentives Required Candidate profile Location: Dombivli 1 rotational week off Travel Boundaries: Candidates must reside between Thane and Badlapur. Note: Candidates from Mumbra are not eligible. Contact: HR Pratiksha - 8698488197 Perks and benefits Incentives and growth opportunities.

Role & responsibilities Identify and approach potential clients for current account opening Explain the features and benefits of current account products and tailor them to client needs. Meet or exceed assigned sales targets for new current account openings. Maintain strong product knowledge and keep up-to-date with banking policies and market competition. Follow up with leads generated through marketing campaigns, referrals, and cold calling. Build and maintain long-term relationships with customers to drive cross-selling opportunities. Assist customers with account documentation and onboarding procedures. Submit accurate daily/weekly reports of account openings and sales activities. Partic...

Dear Candidate, Please find below job description for Branch Sales - RM. If you interested kindly acknowledge and also share updated resume Please find below JD for the Branch Sales - RM profile Department - Broking Channel Designation: Branch Sales - RM Grade: E1, E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the orga...

Dear Candidate, Please find below job description for Branch Sales - RM. If you interested kindly acknowledge and also share updated resume Please find below JD for the Branch Sales - RM profile Department - Broking Channel Designation: Branch Sales - RM Grade: E1, E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the orga...

Role & responsibilities SDM To service clients covering all their banking needs including bank/3rd party products Authorization & audit checks for all operation transactions Looking after client servicing at the branch lobby Checking KYC documents on new client Account opening forms. To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Teller Accept & Disburse cash from and to customers. Maintain & tally COFA cash and petty cash register. Perform cash management and ensure sufficient cash is maintained in Branch and CRL is not breached. Timely detection and reporting of counterfeit notes to CO a...

About The Role Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios. Identify cross-sell opportunities for liability products, third-party products, and other relevant financial services. Develop and maintain a deep understanding of HNI client needs to provide tailored solutions. Achieve sales targets by selling various banking products such as retail liabilities, portfolio management, and HNI client handling. Collaborate with internal teams to resolve customer issues and improve overall branch performance. Desired Candidate Profile 3-7 years of experience in Retail Branch Banking or related field. Strong knowledge of CAS...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

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 ...

New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.

Job Title: Sales Executive Department: Liabilities Products: CASA, Fixed Deposits, RD & Life Insurance Location: Ahmedabad , Surat, Va dodara Typical Grade: Executive, Senior Executive & Assistant Manager -I Reporting Manager: Branch Head/Branch Sales Manager Qualification: Any Graduate Experience: For fresher & experience both Age: Not more than 3 1 Job Role: On Roll Job Note***: This is basically a field sales profile *Utkarsh Small Finance Bank does not charge any kind of fee from the candidate *Key Responsibilities Dealing with products like CASA, RD, FD & LI. Maintaining and developing good relationship with customers. Responsible for developing business, maximizing revenue generation &...

Post : Branch Sales Manager • Drive sales directly through leads and walk-in customers • Manage the end-to-end sales process with a focus on customer experience • Achieve sales targets through proactive outreach and relationship building Required Candidate profile • Must be Graduate • Must have 6 Months Exp. in Banking / Finance / Insurance / Broking Channel • Age Criteria:- 23 to 32 Years Contact : 93270 52837 HR Shivani Perks and benefits Incentives + Appraisal + PF + Promotions

Post : Relationship Manager • Drive sales directly through leads and walk-in customers • Manage the end-to-end sales process with a focus on customer experience • Achieve sales targets through proactive outreach and relationship building Required Candidate profile • Must be Graduate • Must have 6 Months Exp. in Banking / Finance / Insurance / Broking Channel • Age Criteria:- 23 to 32 Years Contact : 93270 52837 HR Shivani Perks and benefits Incentives + Appraisal + PF + Promotions

Greeting from HDFC Bank! We have urgent hiring for Relationship Managers, PB-Authoriser, PB-Teller Authoriser, PB-Classic, PB-Sales, CCE/CEE (Retail Branch Banking) Job Location: Greater Noida Cluster Note: Candidates having 3+ years experience in Retail branch Banking sales, Ops and Wealth Management need to attend the interview only (Freshers are not allowed ) Job Name PA (Business Unit) Preferred Relationship Manager(RBB) RBB-PB-Teller Authorisers RBB-PB Authoriser Job Description Generate business and cross sell all products & services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Work Experience 3-10 years of experience in reta...

Key Deliverables 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 CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel 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 high Desired Candidate Profile Good c...

Key Deliverables 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 CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel 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 high Desired Candidate Profile Good c...

Key Deliverables 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 CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel 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 high Desired Candidate Profile Good c...

Key Deliverables 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 CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel 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 high Desired Candidate Profile Good c...

Key Deliverables 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 CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel 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 high Desired Candidate Profile Good c...

Building and maintaining strong relationships with (HNIs) and Maintain portfolio, providing personalized banking and financial solutions. * Handling Team. * Actively engage in acquiring new customers for CASA accounts.