8335 Casa Jobs - Page 38

Branch Manager, Deputy Branch Manager, Relationship Manager

Responsible for lane to lane Area mapping of Area/ Geography Identify new sources in the allocated area to sell home loan Responsible for managing the relationship with all sources assigned and identified by him in his area. call 7448875927

Agency Channel (Advisor Team Handling) Recruit & handle financial advisor to get Customer leads Meet customers on appointment basis With Ur Advisor to close sales leads Sell Life insurance and other investments Plan Fix Salary Package+ Incentive

Role & responsibilities Strong knowledge of CASA products and retail banking services. Proven leadership and team management skills. Excellent communication, negotiation, and presentation skills. Ability to work under pressure and meet aggressive targets. Customer-centric approach with high service orientation. Proficient in MS Office (Excel, Word, PowerPoint) and CRM systems.

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 communication skil...

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 communication skil...

Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Experienced - Business Development Manager 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 : 1+ Years Sales experience in banking products Candidates from...

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 communication skil...

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...

We are looking for a skilled professional with 4 to 9 years of experience to lead our retail institutions and government banking team in Ujjivan Small Finance Bank Limited. The ideal candidate will have a strong background in banking and management, with excellent leadership skills. Roles and Responsibility Manage and oversee the daily operations of retail institutions and government banking. Develop and implement strategies to enhance customer satisfaction and increase business growth. Lead and motivate a team of professionals to achieve their goals. Build and maintain relationships with key stakeholders, including government officials and community leaders. Analyze market trends and compet...

Role Description This is a full-time on-site role located in Chennai for a new project role BDO ( Banker on wheels). The biker service will be provided primarily for 4 segments Senior Citizen/High residential flat association/Salaried professionals/Women within Chennai. . Key Responsibilities 1. Identify potential catchment areas of potential retail liabilities customers for Bank. 2. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. 3. Schedule meetings with potential liabilities customers and understand their requirement; ...

Acquire CASA and liabilities accounts through cold calling, market references, cross-selling, and selling third-party products such as life and health insurance and mutual funds SIPs Acquire new customers through various channels Meet sales targets Required Candidate profile Acquisition of CASA & liabilities accounts through various channels, with a focus on sales targets and customer satisfaction Experience in Field Sales Excellent communication skills

Oversee, service, and monitor a full-service branch office's overall administration and efficient daily operations. This includes operations, lending, product sales, customer service, security, and safety under the Bank’s objectives.

Urgent Requirement for Branch Manager- Retail Banking Location- Chennai Role: - Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. - Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales - Key Customer Relationship Management & supervision of all High-Net-Worth customer programs - Ensure all components of the branch sales model function as per design - Review Branch Operations and teller operations - Branch Merchandising & co-ordination with Marketing at product level - Ensure...

Manage daily branch operations and compliance Assist in team management and target achievement Ensure high service standards and resolve escalations Promote digital banking platforms and usage Drive CASA, loans, and third-party product sales

Manage daily branch operations and compliance Assist in team management and target achievement Ensure high service standards and resolve escalations Promote digital banking platforms and usage Drive CASA, loans, and third-party product sales

Manage daily branch operations and compliance Assist in team management and target achievement Ensure high service standards and resolve escalations Promote digital banking platforms and usage Drive CASA, loans, and third-party product sales

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9265575889 Sr HR Krishna P Perks and benefits On Roll with Kotak Career Growth Insurance

Role & responsibilities Achieving assigned month on month target, acquiring NTB, campaign activities, zero fraud compliance. To prospect and meet the potential customers, Understand the Need of the customer and Explain the products and features Complete A/c opening application forms and obtain all relevant documents to facilitate KYC Norms, ensure necessary verification about bona-fides of customer. Viz., verification with original documents Achieve sales targets of CASA set in terms of NTB, Value & product mix. Achieve the budgeted cross sell targets across the designated Product lines. To maintain the attrition, AOF Rejection Management, Zero Fraud Compliance Will be responsible to build a...

Hiring Relationship Manager – CASA Sales for leading bank in Coimbatore! Min 2 yrs exp in CASA/banking sales. Share or refer profiles to sangeetha.m@sprohr.com

ROLEPURPOSE & OBJECTIVE Activelysupport acquisition of customers for Group Loans Supportconversion of existing borrowing customers for liabilities. Tofacilitate undertaking of initiatives to retain and deepenrelationship with existing customer for unsecured loans and forliabilities Responsibleto maintain process quality & ensures adherence to audit andcompliance standards Responsibleto maintain Branch Documents Responsiblefor Cross Selling Responsiblefor overall business in absence of BM/CRM Tohandle Cashier and BOOs responsibility in their absence Adherenceto defined set of processes and circulars Timelydisbursement of sanctioned loans SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Portfol...

ROLE PURPOSE & OBJECTIVE This role is responsible for acquiring new current account customers from the open market and cross-selling of products/services as per the profile & need of the customers. This role drives the current account business for the respective branch and ensure the CA targets for the branch is met. The incumbent provides service to NTB current account customers. This role also handles cross selling of QR & POS and is accountable for adherence to compliance and regulatory norms. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE CA Numbers: 5 to 8 Current accounts (based on vintage) CA Values: 9 lacs to 15 lacs incr. CA value (based on vintage) TPP Wgt Premium: 0.40 lacs to...

ROLE PURPOSE & OBJECTIVE Actively support acquisition of customers for Group Loans Support conversion of existing borrowing customers for liabilities. To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities Responsible to maintain process quality & ensures adherence to audit and compliance standards Responsible to maintain Branch Documents Responsible for Cross Selling Responsible for overall business in absence of BM/CRM To handle Cashier and BOOs responsibility in their absence Adherence to defined set of processes and circulars Timely disbursement of sanctioned loans SIZE OF THE ROLE FINANCIAL SIZE NON-FINAN...