8335 Casa Jobs - Page 39

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...

POSITIONDESCRIPTION JOBTITLE FinancialInclusion Officer GRADE AM-I DEPARTMENT MicroBanking LOCATION BRANCH SUB-DEPARTMENT TYPEOF POSITION Full-time REPORTSTO BranchManager REPORTINGINTO NA ROLEPURPOSE & OBJECTIVE Thisprofile is directly responsible for business generation, customeracquisition and customer servicing for Deposit Products, Digitalchannels and Third Party Insurance products Theprofile role includes cross-selling to existing customers as wellas acquisition of new customers through referral and familybanking Offerand onboard customers on CASA and Term deposit products tocustomer, their family members and their references. Offerand onboard customers on Digital platforms including M...

ROLEPURPOSE & OBJECTIVE Theincumbent 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 SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

ROLEPURPOSE & OBJECTIVE Theincumbent 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 SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

Position description: The incumbentwill be primarily responsible to - Acquire new customers forliabilities from open market Assist the CRS - unsecured loansfor conversion of existing borrowing customers for liabilities Enhance the relationship with theexisting customers by cross-selling products and services as per the profile& need of the customers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels Primary Responsibilities: Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products t Location - Gamharia , Agartala , Alipurduar , Ara...

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...

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...

The Back Office Manager is responsible for overseeing and managing all administrative and operational functions of the organization. This includes supervising data processing, account maintenance, compliance documentation, and customer service team.

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...

Designation - Relationship Manager Channel - Banca Banking and life insurance candidates are preferred CTC - 4LPA+incentives Key Responsibilities: Drive life insurance sales through assigned bank branches. Build strong relationships with bank staff and train them on insurance products. Generate leads from walk-in customers and convert them into sales. Achieve monthly/quarterly sales targets. Ensure seamless onboarding, documentation, and policy issuance. Provide post-sales service and support to customers. Interested candidates can share their resume on ishita.yadav@skywingsadvisors.com or 9997994284

Role & responsibilities Manage the Classic Portfolio of high-value customers in the branch. Provide personalized banking services and ensure superior customer experience. Build and maintain strong relationships with Classic customers through regular interactions and portfolio reviews. Achieve targets for cross-selling banking and third-party products investments, insurance, loans, and cards. Ensure timely servicing of customer requests related to accounts, investments, and transactions. Maintain high service standards , compliance with KYC/AML norms, and audit guidelines. Identify opportunities for upgrading customers to higher value segments. Coordinate with branch operations for smooth acc...

Kotak Mahindra Bank invites dynamic professionals to be part of our Mega Walk-In Hiring Drive in Hyderabad! Date & Time: Thursday, 16th October 2025 | 10:00 AM 4:00 PM Venue: Kotak Mahindra Bank Ltd, Jewel Pawani Towers, Somajiguda, Hyderabad Open Positions: Platinum Relationship Manager Elite Relationship Manager Branch Operations Manager Service Officer Branch Relationship Manager BD CASA Acquisition Manager – CASA Sales Why Join Kotak? Attractive Incentive Structure Structured Career Growth Plan Excellent Mentorship with Proven Track Records Opportunity to be part of India’s fastest-growing financial conglomerate Desired Candidate Profile: Graduate/Postgraduate with relevant experience in...

Branch Relationship Manager 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 ...

ROLEPURPOSE & OBJECTIVE Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers. Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met. Theincumbent provides service to both existing as well as to NTBcurrent account customers. Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms. SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE CAbook size of the branch CATarget fo...

ROLEPURPOSE & OBJECTIVE Responsiblefor overall segment strategy including sales planning, productdesigning, strategic launch, training of sales force andmonitoring of product performance Developingthe customized product/proposition and continuously work onupgrading the same Regularproduct benchmarking with competition and strategy for productre-alignment Monitoringand managing the segment/product profitability Leadthe cross functional team for technical and operational processesfor successful launch of product Developingthe detailed engagement plan for keeping the segmenttransactional Workingwith marketing for regular BTL activity and managing the completeproduct communication and life cycle...

Graduate Fresher – Banking Sales (CASA Sales) Location:Mumbai, wiil get nearest branch Interview Location – Chembur Graduate FreshersRetail Banking / Sales Identify potential customers through cold calls, and references.

Department: Liability Sales Location: Hyderabad Experience Required: Graduate plus 2 years sales experience Employment Type: Full-time About Liability Sales: The Liability Sales department at Axis Bank focuses on acquiring liabilities, managing assets, and driving the retail forex business. With a network of over 2700 branches, the team is responsible for sourcing retail and corporate deposits, salary and non-salary accounts, trust accounts, and forex business, with the objective of growing the banks retail book. About the Role: As an Assistant Manager Sales , you will be part of the banks frontline sales team. Your primary responsibility will be to acquire new corporate salary accounts and ...

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes 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 Bank NRI Relationships Deepens relationship to increas...