10308 Casa Jobs - Page 44

Role & responsibilities New Client Acquisition Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Revenue generation revenue to be generated from the all the products from sourced accounts Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships. Preferred candidate profile Educational Qualifications: Graduate Experience: 1+ Years of sales experience in NBFC & BFSI Domain Knowledge: Equity Age: Max 33

Identify and develop leads through networks Contact prospects and set appointments Convert leads into clients Guide team members to improve results Track market and competitor activity Meet sales targets Build long-term client relationships Required Candidate profile Graduation is required 1+ Years of experience in sales in any field. Required local candidate Willing to do field work Strong leadership & motivational skills Need interpersonal & negotiation skills

Role: Premium Acquisition Manager (PAM) Location: Chennai / Coimbatore CTC: Up to 4.5 LPA Qualification: Full-time Graduate (10+2+3 / 10+2+4, Regular College) Experience: 15 Years Age Limit: Up to 32 Years Requirement: Two-wheeler with valid Driving License (Mandatory) Contact Person- Tharani Contact - +91 8667869865 Email : tharani@liveconnections.in Role Overview The Premium Acquisition Manager (PAM) will be responsible for acquiring high-value customers, driving CASA growth, and managing HNI client relationships. The role demands strong sales skills, customer engagement capability, and the ability to build long-term relationships with premium clients. The candidate should have prior exper...

• Recruit 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 - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills - Age 23 to 38 Years - Local from the city - Fresher can not apply

Title :- Development/Relationship Manager - Health Agency(Lucknow) Vertical :- Health Agency Location :Lucknow Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Job Requirements:- 1) Min. 1 year experience in field sales. 2) Min. Qualification: Graduation 3) Cand...

Title :- Development/Relationship Manager - Health Agency(Digital)-Noida Vertical :- Health Agency (Digital) Location : Noida Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sale of Health policies through tele sales and virtual meetings . 2) Recruit, train agents and generate business from them . 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Job Requirements:- 1) Min. 1 year experience in Tele sales. 2) Min. Qualification: Graduation 3) Ca...

Job Description Leading Banking Company Locations: Bhopal, Indore, Raipur CTC: Up to 4.5 LPA Experience Required: Life Insurance Sales CASA Sales BFSI Sales Background Preferred Role: CASA Sales (FLS / BDO Profile) Cross-selling banking products How to Apply: Share your resume at (mailto:ritika@skillnixrecruitment.com) 9258440245

Designation - Assistant Sales Manager Recruit the team of advisors. Train, Guide and motivate them. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile Education : Any Graduate Must have 2 year of experience in BFSI(Banking/ Financial Services/ Insurance) or Any Sales Experiance / Releiving Letter Mandatory Age : 23 to 35Yrs Candidate must be Local Perks and benefits Annual Bonus Health Insurance PF & ESIC TA

Role : KAM Designation : Assistant Manager Location : Chennai Roles & Responsibilities: - 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - 1. Graduate / Post graduate with minimum 1 year of selling experience. 2....

Role & responsibilities Responsible for managing the bank partnership to drive sales of life insurance products. The role involves maintaining relationships with bank staff, generating leads, and ensuring achievement of business targets through the banca channel. Develop and maintain strong relationships with branch managers and bank staff. Drive sales of life insurance products through assigned bank branches. Ensure achievement of monthly and quarterly business targets. Conduct product training and motivation sessions for bank employees. Generate leads, follow up with customers, and ensure timely policy issuance. Coordinate with the operations team for smooth processing of proposals. Ensure...

Role & responsibilities Acquire and onboard high-value Current Account customers and their family banking relationships Drive penetration of business banking products such as CMS, POS, and Beat services Generate revenue through cross-selling third-party products including insurance and investment solutions Source new-to-bank customers through personal efforts and acquisition channels Achieve branch-level business objectives for Retail Liabilities Sales focusing on value, volume, and channel productivity Coordinate with internal teams like credit, legal, operations, and product for smooth onboarding and servicing Maintain strong customer relationships to ensure long-term engagement and satisf...

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. cv.willpower@gmail.com Hr Gayatri 9175682385 Required Candidate profile Minimum 4 years of experience in field sales Good Communication skill and should be presentable Sales Proven track record Graduation is mandatory Core Sales Profile Locality Perks and benefits Fast Track promotion Unlimited incentive Mediclaim

The Business Development Manager - Emerging Corporates will concentrate on establishing and maintaining relationships with emerging corporate clients. Key responsibilities encompass identifying new business opportunities, understanding client needs, and providing customized banking solutions. The position necessitates prospecting new clients, meeting sales targets, and managing client relationships with efficiency. Strong sales and negotiation skills are crucial for success in this position. Generate new business for the bank through the acquisition of CASA and other banking products. Manage and promote CASA through various marketing activities. Analyze customer needs and deliver tailored so...

Dear Candidate, Urgent opening with leading bank. Designation : Platinum Relationship Manager Location : Across Mumbai CTC : 10-12 LPA KRAs: • Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy. • Cross-sells bank products to existing set of branch customers, which are mapped • Informs customers of new products or product enhancements further to expand the banking relationship. • Plans and conducts special sales initiatives and events for prospective ...

Lead and build a strong open-market sales team, monitor performance, drive strategic sales campaigns, conduct training for skill development, coordinate with internal teams, identify gaps, and take proactive steps to achieve targets. Required Candidate profile 2–4 years of experience in sales (any industry) Graduate in any stream Confident in negotiation and sales closures Age: 21 To 40 Years Need local Candidate Call : 8849711957 || Drashti

Location: Mumbai-Colaba, Horniman Circle, Navi Mumbai, Kalyan. Pune- Baner Key Responsibilities Acquire new CASA accounts through cold calls, field visits, references, and lead conversion. Achieve monthly CASA balance and sourcing targets as per bank guidelines. Maintain and deepen customer relationships to ensure higher product penetration. Explain product features, account benefits, and ensure a smooth onboarding process. Conduct KYC verification and ensure adherence to compliance, documentation, and RBI norms. Generate leads for cross-sell products like insurance, loans, FD/RD, debit cards, and digital banking. Handle customer queries and provide quick resolutions to enhance customer sati...

Job Role & Location- Teller/WD - Min. 1 years of experience is required PRM - Min. 5 years of experience is required Fresher can apply with good communication skills and interested to start with banking carrer Interview Date -3rd Dec'25 Day -Wednesday Timing - 3 PM to 6 PM Location - Ahmedabad Address - HDFC Bank Ltd, Shapath-Iii, Nr Gnfc Towers, Sarkhej-Gandhingr Highway, Bodakdev, Ahmedabad, Gujarat , Those who are unable to attend during interview can share their resume to sunil.maheshkar@hdfc.bank.in While sharing resume, please mention interested location and Job role.

Key Responsibilities Acquire new CASA (Current & Savings Account) customers through field visits, leads, and referrals. Manage and grow relationships with existing CASA clients . Cross-sell banking products such as FD/RD, insurance, loans, and investment products . Conduct customer onboarding, KYC verification, and ensure compliance. Achieve monthly acquisition and revenue targets . Provide excellent customer service and maintain long-term relationships. Interested one pls share resume on [HIDDEN TEXT]

Branch Relationship Manager CASA is responsible for managing and growing the branchs Current and Savings Account (CASA) portfolio, leading a team of relationship managers, and driving sales targets related to CASA and other liability products. The role entails both client relationship management and team leadership, ensuring excellent customer service, fostering team performance, and achieving branch-level business objectives. The BRM will also oversee the teams activities, providing guidance and ensuring smooth operations while maintaining high standards of compliance and risk management

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The ideal candidate will be responsible for branch profitability, operational excellence, customer satisfaction and team performance. You will ensure seamless delivery of banking services while driving sales, managing risk and building strong customer relationships. Job Location: Madurai & Tirunelveli Role: Branch Manager Experience: Minimum 8 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complaint Management Team Leadership & Staff Development Regulatory and Compliance Control Process monitoring & Risk Managem...

To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and banking products to individuals and business owners Increasing the Liability book and Investment AUM portfolio size Required Candidate profile Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for wealth management services. Identify new business opportunities through networking, referrals, and market research to expand the client base. Develop strong relationships with existing clients to increase sales revenue from current accounts, saving accounts, retail sales, B2C sales, field sales, branch sales. Collaborate with internal teams to resolve customer queries and issues related to banking products such as insurance policies. Meet or exceed monthly targets set by the organization for cross-selling various financial products. Desired Candidate Profile 3-7 years of exp...

Dear Candidate, Urgent opening with leading bank. CTC : 5-6 LPA Location : Across Mumbai Job Description 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, li...

Dear Candidate, Urgent opening with leading bank for P latinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 11.50 LPA Location : Across Mumbai / Navi Mumbai / Central Mumbai - Thane - Belapur - sobo Send your resume to [people1qc@gmail.com] OR Can contact on Shraddha Bamne - Tel : +91-22-40697704 / 932470069 JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relati...

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 Ensure timely escalation of issues impacting business and appropriate solutions...