3466 Casa Jobs - Page 44

Key Responsibilities: Client Acquisition: Identifying and acquiring new high-net-worth clients. Relationship Management: Building and maintaining strong, long-term relationships with clients. Financial Planning: Providing tailored financial advice and solutions to clients based on their needs. Product Sales: Cross-selling and upselling relevant financial products and services to existing clients. Customer Service: Ensuring a high level of customer service and satisfaction. Portfolio Management: Managing and optimizing client portfolios.

Premier Acquisition Manager-RL SALES- JOB DESCRIPTION JOB Role- • Acquisition of HNI's only. • Selling TPP and Generating Revenue. • Building CASA book size. Job Requirement- • Good coordinator with different channels. • Excellent communication skills. • Should have some knowledge and experience in Portfolio Management. • Should have some existing base of customers • Graduates / MBA • Having more than 1-2 year work experience Interested Candidates can directly walk in at below mentioned address :- Date and Day - 11th July 2025 (Friday) Time - 11:00 AM to 02:00 PM Interview Venue - Kotak Mahindra Bank, 109 - A, R.S. Garden, Anwarpur, Pilkhwa - 245304 Location Hiring For - Hapur and Philkuwa Contact Person - Dinesh Khattar (BM)

JD for BM 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 Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. objectivesEnsure clarity of Business objectives among staff JD For PRM Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Job Role & Location- PRM/CARM - Min. 5 years of experience is required BM - Min. 5 years of experience is required PBA/TA - Min. 5 years of experience is required PB Classic - Min. 3 years of experience is required PB Sales - 0 to 5 years of experience is required Teller/WD - 0 to 5 years of experience is required Walk in Interview Date -19th July'25 Day -Saturday Timing - 12 pm to 4 pm Location - Bhavnagar Address Hdfc Bank Ltd., Shanti Height, Vadodariya Park, Hill Drive Road, Dist. Bhavnagar, Gujarat - 364001 Contact : Mr. Sanjay Lalwani Those who are unable to attend during interview can share their resume to sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Axis Bank Hiring for Branch Head and Branch Operations Head - Punjab and Haryana Contact : Satish Bhardwaj, Whatsapp your CV on 8264178361 along with your preferred location Job description About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branchs financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance with the rules and regulations. They should maintain good relations with the key account holders of the Bank to ensure deepening of accounts and thus generating revenue. Key Responsibilities Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the banks objectives Prepare the plan for the growth of branch business in consultation with the Cluster Head Implement the plan through the Branch team so as to achieve the top line goals Establish and strengthen relations with key customers (e.g. top 10%) to generate sustained business. Review daily/ periodic reports (e.g. overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc.) and take proactive action to ensure profitable and ethical business. Ensure audit related deliverables, both internal and external are met as per the prescribed norms Ensure compliance with due processes and guidelines Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, sales processes and various policies of the bank Resolve, report any disruptions (e.g. strike or local disturbance) and take appropriate action to ensure that the branch operations are run smoothly. Liaison with the cluster office and other branch offices to ensure the smooth management of operations and the achievement of overall business goals. Ensure proper upkeep of branch premises and assets including safety and security Qualifications: Optimal qualification for success on the job is: Graduate/ MBA (Marketing) preferred from a recognized institute NCFM and AMFI Certifications 10-15 years of experience in the BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Roles & Responsibility - Strategy & P&L Management • Maintains the Profit and Loss statement and Balance Sheet for the branch • Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank • Sustained revenue generation for the branch through cross sell of TPP, RA and BB products • Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service • Ensures Efficient complaint management within specified TATs • Drives high service scores • Conducts customer engagement programs and marketing events • Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes • Ensures Upkeep of the Branch and ATM and raises issues if required • Liaises with respective teams for effective and efficient Fraud Management within the cluster • Ensures branch compliance with Banks policies and processes • Ensures timely submission of MIS reports • Ensures safety and security of Bank and customer's assets • Ensures Audit related deliverables both internal and external are met as per the prescribed norms • Ensures Role clarity to employees in the branch and manage attrition Performance Management • Tracks and monitors daily productivity and book movement of the branch • Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required Interested Candidates can directly share their resume with me on my email ID shalini.gupta@v-konnect.com

Responsibilities: * To acquire client for Demat accounts & Mutual Funds & Portfolio * To activate the relationship by bringing in the value in the accounts * Collaborate with sales team on mutual funds & insurance products Health insurance

Roles and Responsibilities Manage branch operations, ensuring efficient customer service delivery. Oversee cash handling, deposit processing, and reconciliation activities. Develop and maintain relationships with customers to increase sales revenue. Ensure compliance with regulatory requirements and internal policies. Coordinate with other departments for smooth functioning of the branch. Desired Candidate Profile 1-6 years of experience in banking or related field (preferably from a good B-school). Strong understanding of retail liabilities, retail branch banking, and casa management. Excellent communication skills for effective customer interaction. Ability to work independently with minimal supervision while prioritizing tasks efficiently.

achieve monthly targets manage relationship with clients upselling cross selling fintech sales digital payment lead generation merchant onboarding revenue

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. Manage productivity and overall morale of branch team members. Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.

Candidate needs to be comfortable with field sales Candidate needs to have a two-wheeler Candidates with BFSI experience will be preferred Interested candidates can Call/Whatsapp HR Varun- 9310054306

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) 4. To ensure proactive registration & activation of acquired customers to direct banking channels 5. To assist the CSL in catchment mapping & scoping exercise and provide regular feedback to CSL on opportunities / customer needs / competition bench marking 6. To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers 7. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators 8. To ensure quality sourcing in line with the Banks policy 9. To Adhere to sales process & KYC Norms of the bank Ishika Mittal V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: muskan.jain @ v-konnect.com Phone: 9306459303 www.v-konnect.com

Conduct market research to identify potential customer & business opportunities Reach out to prospects via email phone calls to generate lead Set up meeting & appointment for sales representative Track & report on lead generation & conversion metrics Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory Sr.HR Neha 8488981861 neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc Warm Regards, Muskan jain V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: muskan.jain @ v-konnect.com Phone: 9518113213 www.v-konnect.com

Hiring for Conneqt Business Solutions! Client: Unity Small Finance Bank Location: Turbhe, Navi Mumbai Role: Virtual Relationship Manager (VRM) Requirements: Min. 1 year experience in Sales/VRM (Banking/BPO/BFSI) Graduate Strong communication (Versant Level 5) Interview Rounds: HR Ops (F2F) Aptitude Test Client Interview (F2F) Interested can reach out on below mentioned number (HR Dhanashri:7796426785)

Role & responsibilities - Develop and maintain relationships with customers Identify existing customers for account upgrades Acquire new customers and enhance relationship value Assist customers with financial transactions and queries Handling of cash receipts and payments and ensuring transactions are carried out within the prescribed TAT without errors Cash balancing and Cash bundling Processing of Retail FX postings / Gold sales/PrePaid Cards Issuance of DD/ MC (within prescribed TAT) Executing of funds transfer/ FD closure / Account Closure Processing of Salary Uploads Custodian for teller box Custodian for cheque drop boxes Lobby Management Queue handling Ensure quality customer service is delivered Escalate irate customers to Teller Auth or BM Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs pertaining to Teller area Ensure error free transactions of receipts & payments. Retail FX transactions processing. Vault Custodian Ensure highest level of customer service. Ensure that outward clearing process is adhered to. ATM custodian identification of counterfeit cash and ensure adherence of process laid down by the bank Generate Sales References for Liability products Generate leads for Credit Cards Penetration of Saving Accounts on non-liability customers Ensure that customers opt for and get facilities of CBDT collections Cross selling Gold Bars Cross selling Forex Plus card and Gift Plus Card Cross sell FX Cash Key Skills - Banking Product Knowledge Planning and Organizing Skills Team Management / Interpersonal Skills Sales and Influencing Skills Communication Knowledge of Competition Awareness of Banking regulations Experience Required Minimum experience in years 1 yr Exposure to banking preferable

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

Kotak Mahindra Bank is hiring for Platinum Relationship Manager Role - Branch Banking for Gurgaon Location. Interested candidates can share their CV on " sanju.shekhawat@kotak.com " Job Role: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of CASA and other branch banking products. Experience of Portfolio Management and cross selling banking products Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

JD for HO Sales Manager Job Role- • Responsible for leading a large Sales Channel comprising of Team Leaders and Sales. • Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams. • Experience in handling large team. • Responsible for managing the leads and of that particular area and distributing among the team members. • Ensuring the daily productivity of acquisition managers and customer satisfaction. • Excellent written and oral communication skills • MBA/Graduate • Minimum work exp. 4 years with 3 yrs. in team handling. This is a Public document.

We are hiring for Relationship Manager profile for below locations. Rajapalyam,Valliyur,Tirupattur Intrested candidate pls do share cv on zakiya.zeenat@edelweisslife.in or 9608607032

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

We are hiring for Relationship Manager profile for below locations. Hyderabad,warangal,hoskote,Belgum,Julbliee hills Intrested candidate pls do share cv on zakiya.zeenat@edelweisslife.in or 9608607032

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Dwarka Nagar, Srikakulam, Kakinada,Rajahmundry, Visakhapatnam - MVP Colony, Vizianagaram, Amalapuram, Bhimavaram, Eluru, Gajuwaka , Ramachandrapuram, Narasannapeta, Tekkali , Devarapalle, Peddapuram, Rajam, Nidadavole Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Assistant branch Head 4. Branch Sales Executive 5. Senior sales Executive Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity. Interview Venue: Visakhapatnam - MVP Colony Eswar Plaza, Ground Floor, Opp: T T D Kalyan mandapam, #1- 83- 20, MVP Double Road, Dist - Visakhapatnam, State - Andhra Pradesh, Pin - 530017 Date: 10-July-2025 Time: 10:00am to 03.00pm

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.