8335 Casa Jobs - Page 41

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales p...

Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Required Candidate profile 1 - 2 years of experience in Field Sales (Liability / insurance reference, cross sell and selling third party products (life & health

Positions : Service Delivery Manager (SDM) Walk-In date : 14 Oct 2025 (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 652, Tristar Towers, Avinashi Road, Near Lakshmi Mills Signal, Coimbatore - 641037 Role Details Responsible for Sales of branch clients & Servicing walk-in-customers, handling queries, information on different products and services, handling front desks when needed and actively working on operation processes of the bank. Job description Handle following duties at Branch: Trade-Business related, Non-Trade related & General Banking operations related. Looking after client servicing at the branch lobby. Checking KYC documents on new client Account opening forms. O...

Job Summary: The CASA Relationship Manager is responsible for acquiring and managing customers for Current and Savings Accounts (CASA). The role involves customer acquisition, relationship building, cross-selling banking products, and ensuring high levels of customer satisfaction. This position plays a vital role in increasing the bank's low-cost deposit base and strengthening customer relationships. Key Responsibilities: 1. Customer Acquisition Identify and onboard new customers for current and savings accounts. Target individual clients, professionals, SMEs, and businesses. Conduct field visits and cold calling to generate leads. 2. Relationship Management Maintain and nurture relationship...

Role & responsibilities To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers.

Hiring for Leading ITES Company In Gurgaon for Customer Support, Banking Process (Immediate Joiners Only) Key Highlights: 1: Graduate with minimum 1 year exp in Customer Support : Banking Process 2: Candidate Must Not Have Any Exams in the Next 6 Months 3: 24x7 Shifts 4: 5 Days Working 5: Both Side Cabs 6: Excellent Communication Skills 7: Immediate Joiners Preferred Daily Walkin @ Outpace Consulting, C-29, Sec 2 Noida (Nearest Metro Noida Sec 15, Exit Gate 3) Landmark : Near Hotel Nirulas Walkin Time : 11 am to 3 Pm Ritika @ 8299619074, Somya @ 9461962110, Qasim @ 8056419536, Neha @ 8789203027, Shadiya @ 78988 22545, Satya @ 79892 80521 Whatsapp Your CV @ 9721919721 ( Mention Banking Suppor...

In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures Primary upward interaction Job location : chennai Required Candidate profile Age should be below26 years Degree must be completed Job location :chennai Should have good communication skill

Recruit a team of advisors Generate business through the team Lead the team of advisors Motivate them to achieve targets Provide training and guidance to them On-role job with Company payroll Required Candidate profile Graduation Complete Ability to achieve the sales target Basic Understanding of BFSI/Products 1 or 2+ years of Experience in any sales Contact Us : Hirai I HR Team Phone/WhatsApp: +91 78610 78425

Lead and manage a team of sales executives. Set and track sales targets. Train, mentor, and support team members. Drive customer engagement and satisfaction. Exp:1 to 5 years in Field Sales and Marketing In any Sector Required Candidate profile Must Be a Local Candidate. Bachelor's Degree Is Mandatory. Good Communication Skills. Exp:1 to 5 years in Field Sales and Marketing In any Sector Contact US : Hiral | HR Team Phone/wp: +91 78610 78425

Role: Associate Manager-Acquisition (Current Account) Associate Manager-Acquisition (Household) Sales department Candidate is expected to be experienced in current account and savings account sales, Field sales. PFA details for location and openings; ANKLESHWAR , DABHOLI (maharashtra), MAGOB, Ring Road, VALSAD__Current Account_ Associate Manager ANKLESHWAR, MAGOB __House Hold_Associate Manager CTCis upto 3.85 LPA Age limit is upto 30 years only. Interested candidate can share cv on : jobs2@dreamsplacement.com

Role: Senior Sales Manager Sales department Team handling role Candidate is expected to be experienced in team handling and current account and savings account sales. PFA details for location and openings; DABHOLI__ Current Account- Senior Sales Manager UDHANA__ House Hold- Senior Sales Manager CTCis upto 12 LPA Age limit is upto 33 years only. Interested candidate can share cv on : jobs2@dreamsplacement.com

KINDLY RELEVANT CANDIDATES ONLY APPLY. Specification for the role- VIRTUAL RELATIONSHIP MANAGER Role/ Job Title: Elite Banker- First SELECT/ WEALTH/ NRI Job Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. Elite Banker to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-...

Were Hiring: Relationship Manager Wealth & Business Banking Location:Hyderabad Experience: 3+ Years in Banking Industry: Banking Key Responsibilities: Portfolio Growth: Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition. Revenue Generation: Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more. Client Acquisition & Relationship Management: Acquire and manage high-potential clients across business, individual (Resident and NRI) segments. Focus on quality sourcing and onboarding of potential Insignia clients. Product Penetration: Enhance product holding...

Position: Direct Sales Team Lead B2C Department: Sales Location: Delhi, Lucknow Experience Required: 2–4 years Qualification: Graduate in any discipline Job Summary: We are looking for a dynamic and result-oriented Team Leader to promoting and selling our unique Financial Trainings (Financial planning course - useful for every family) directly to customers, building strong relationships, and achieving sales targets. The ideal candidate should have leadership skills, strong communication skills, passion for sales, manage team and the ability to deliver results in time line. Key Responsibilities: • Driving sales with team • Appoint team of Direct Sales Executives • Getting the team trained • L...

Job Title: Field Sales Manager (Field Sales) Location: Kochi, Kottayam, Trivandrum CTC: Up to 4.00 LPA + Incentives Experience: Minimum 1 year in field sales Qualification: Graduation mandatory Age: 21 to 40 years Job Description: We are hiring for Sales Manager in the BFSI sector. The role includes meeting clients, generating leads, and achieving sales targets through field visits and direct sales activities. Roles and Responsibilities: Generate leads and convert them into sales Meet clients and explain products Achieve monthly sales targets Maintain good customer relationships Coordinate with internal teams for smooth processing Who Can Apply: Candidates with minimum 1 year of experience i...

Key Responsibilities: Lead, manage, and motivate the sales & marketing team to achieve business targets. Develop and implement effective sales strategies to drive revenue growth. Monitor performance and provide guidance, training, and support to team members. Identify new business opportunities and maintain strong client relationships. Prepare sales reports and ensure achievement of KPIs and revenue goals. Requirements: Any Graduate. Minimum 25 years of experience in sales & marketing with team handling exposure. Strong leadership, communication, and interpersonal skills. Ability to drive performance and meet deadlines under pressure. Benefits: Attractive CTC with performance-based incentive...

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years For better reach you can share your CV @ Karan | 7861004785

Sell and Explain features of the products to customers. Identify and contact potential customers Meet sales targets regularly Maintain good customer relationships Report daily/weekly sales activities Maintain customer records and follow up on leads. Required Candidate profile Eligibility Criteria Minimum 1+ year of sales and marketing experience Graduation Completion Required all semester marksheet Preferred local candidate To Apply Contact Meenaakshi P | 93136 53024 |

Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch sit-work Required Candidate profile Graduation or Above Age 21 to 40 Years Sales exp. preferred Candidates without experience will not apply Good Communication ship Vacancy available in All location available On role job (Banking sector Perks and benefits Incentive Insurance Cover Paid Leave Medical

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. HR Contact Person: Mr. Shubham Mobile (Call or WhatsApp): +91 8551021894 Perks and benefits Incentives and growth opportunities.

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

- Recruit the advisors and Generate leads from open market. - Create your own team, Train and motivate them. - Meeting assigned targets. - Seek new customers and increase sales. - Achieve sales target and get incentives on sales and advisors. Required Candidate profile Graduation or Above Age 21 to 38 Years Sales exp. preferred Fresher's Can Apply Good Communication ship Vacancy available in All location available On role job (Banking sector)

Profile : Relationship Manager: *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

Position - Current account Relationship Manager Branch Banking Vertical (Liabilities) CTC Upto 5 lacs Degree mandatory |Two wheeler must Job responsibilities: Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Customer Service Required Crit...