10308 Casa Jobs - Page 38

Urgent Requirement: Responsibilities: 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 and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc through the Sales Channel. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams. Interested candidates can share profiles to 8804618617

Urgent Requirement: Responsibilities: 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 and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc through the Sales Channel. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams. Interested candidates can share profiles to 8925889568

This Position reports to: Regional (IMEAA) Excitation Bus Line Mgr Your role and responsibilities In this role, you will have the opportunity to implement the service strategy and drive service growth at the respective unit level. Each day, you will lead the Service organization and be responsible for the P&L to achieve performance targets and to optimize the utilization of Service resources. You will also showcase your expertise by running the day-to-day service business to ensure profitable growth and improvement of service productivity. Work Model: Hybrid #LI-Hybrid, Onsite #LI-Onsite This role is contributing to the Process Automation Energy Industries Excitation Business for Asia. The p...

Job Description Dear Candidate, We have an opportunity for Sales Officer- CASA. Job 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 Banks policies and processes...

BUSINESS DEVELOPMENT MANAGER EMERGING CORPORATES Job Description • Acquiring of Current Account Customers in the identified segment and reference generation from the specified catchment area • Ensure acquisition of high - quality of current account • Proactive registration and activation of acquired customers to direct banking channels. • Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customers. • Assist and support the Area Sales Manager in the catchment mapping and scoping exercise. • Provide regular feedback to Area Sales Manager on opportunities and customer needs • Ensure quality sourcing in line with the Ban...

Good day !! Hiring for Business Development Executive & Relationship manager-Current Account Location: Across Bangalore (Marathalli, Yelehanka,Jeevanbheema nagar,Hosur,) Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial 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, branch wa...

Job Summary: We are seeking a Senior Finacle Core Banking Developer with expertise in CASA (Current Account & Savings Account) modules, Overdraft, and Branch Operations. The ideal candidate will have extensive experience working with Finacle 11.x, including customization, performance tuning, system integration, and support for these core banking functionalities. You will be responsible for the design, development, and enhancement of Finacle solutions, ensuring seamless delivery of banking services to our clients. Key Responsibilities: Core Banking Development & Customization: Design, develop, and implement Finacle core banking modules, with a focus on CASA, Overdraft, and Branch Operations. ...

Roles and Responsibilities Hiring Urgently Freshers or Experienced for Branch Banking & Banking Operations in the leading Private sector Banks and NBFCs. Process deposits withdrawals and other banking transaction for a high volume of customers. Sell or redeem saving bonds and other financial instruments. Perform account maintenance for a member who wanted to change their banking products. open and close accounts as required for the customers. strong math and logic skills exemplanary organisational problem solving and communication skills advanced customer service skills identify customer needs provide information on new products and services Trade support operations Risk operation Retail ban...

Relationship Manager / Senior RM with MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 5 Lakhs + incentives Handle 2 to 3 bank branches, convert bank leads into sales Relationship Management Cross Selling Send CV to bookmark.hr@gmail.com Required Candidate profile Looking graduates with minimum 1 year of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Role & responsibilities BANKING SALES Preferred candidate profile BANKING SALES EXPERIENCE

Sales Officer - Home Loans with leading Bank Sales of Home loan products CTC: 2.25 - 3 Lakhs + incentives Send CV to bookmark.hr@gmail.com or in Whatsapp - 9746475326 Call Athira - 9995013145 to arrange interview Required Candidate profile Graduates with 6 months sales experience can apply Potential to earn huge incentives Achieve monthly targets Candidates with experience in banking, financial product sales, loans ,insurance preferred Perks and benefits Incentives extra

Sales Manager / Agency Manager openings with leading life insurance companies CTC: 3 - 6 Lakhs + incentives Locations: All over Kerala Recruiting a team of 7 -10 insurance agents & achieve sales targets through them Send CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 1 year field sales experience can apply CTC : 3 - 6 Lakhs + incentives Send CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy- 8089020225 to arrange interview

Currently Woking Candidate only eligible if experience. Objective of this role Identify and evaluate potential sales leads through networking and online research. Communicate effectively to foster relationships with new and existing partners. Plan and execute sales strategies to achieve revenue targets. Build a deep understanding of our products and present them effectively to clients. Role & responsibilities Respond promptly to any issues that directly affect sales. Hire, onboard and train new team members in the sales team. Directly oversee the growth of assigned markets and clients. Represent the company at industry events, meetings and conferences. Track and analyse sales data to identif...

Designation - BDM Channel - Banca Channel CTC - 3.25LPA + TA 6K per month Location - Bangalore Key Responsibilities: Build and maintain strong relationships with bank staff at the assigned branches. Drive sales of life insurance products by providing need-based solutions to bank customers. Conduct regular training and product knowledge sessions for bank staff. Achieve monthly, quarterly, and annual sales targets. Handle walk-in customers at the bank and generate leads through bank databases. Ensure proper follow-up and documentation for policy issuance. Maintain a high level of customer service and ensure customer satisfaction. Coordinate with underwriting, operations, and other internal tea...

Key Responsibilities: - Acquire new Current and Savings accounts within the branch's catchment area. - Source high-quality salary accounts from corporate clients. - Drive account activation, including UPI linkage and M0 balance maintenance. - Increase the bank's wallet share by cross-selling various banking products, including Insurance, Mortgages, ULIPs (Unit-Linked Insurance Plans), SIPs (Systematic Investment Plans), and Mutual Funds. - Manage the assigned customer portfolio effectively. - Participate in corporate induction and migration events within the catchment area. - Build strong internal relationships to leverage existing SME client relationships. - Conduct low-cost micro-marketing...

Dear Candidate, We are hiring for a leading life insurance company. Key responsibilities Drive cross-sales and new sales from the assigned team of Advisors Drive Input behaviors with the assigned team of Advisors. Meeting the sales plan numbers consistently and achieving the sales standards. Maintain and improve the Sales Quality Standards by maintaining the Persistence standards. Training and Development of the team of advisors for the new product launches/revisions in the existing policies. Drive advisor attendance in Trainings and GO-meets. Desired qualification and experience Graduate with 3+ years of experience, minimum experience in the insurance sector, 2 years. Proven Sales Track Rec...

.Recruit and build a team of agents, developing strategies for agent hiring and pipeline generation. Agent development: Train agents on product knowledge, work with them on sales planning, and help them develop their prospecting and work habits. 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

.Recruit and build a team of agents, developing strategies for agent hiring and pipeline generation. Agent development: Train agents on product knowledge, work with them on sales planning, and help them develop their prospecting and work habits. 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

Job Title - Associate Manager-Acquisition (Household) Business Unit - Retail Banking Function -Branch Banking Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing ...

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 across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and p...

Work Location: South Mumbai Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition 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. Ass...

Role & responsibilities Manage and lead a team of CASA sales officers, assigning territories and setting individual sales targets. Provide ongoing coaching, mentoring, and performance feedback to sales team members to optimize their sales effectiveness. Motivate and inspire the team to achieve sales goals and exceed customer expectations.

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...

Cross Selling of liability products like CASA, Insurance, FD etc. Managing HNI Portfolio & acquire new customers by converting referral leads

Hi, Please find the job description of Wealth RM Chennai Designation: Senior Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Responsible for managing and growing relationships with HNI/Ultra-HNI clients. Provide customised wealth and investment advisory based on client goals. Acquire new high-value clients and expand AUM and liabilities. Cross-sell investment, deposits, insurance, and other financial products. Conduct regular portfolio reviews and ensure high service standards. Ensure full compliance with KYC/AML and regulatory guidelines. Coordinate with internal teams for seamless client onboarding and servicing. Achieve monthly business, revenue and product penetration targ...