8335 Casa Jobs - Page 46

Work Location: Ahmedabad & Indore Role: Business Development Executive (BDE)/ Business Development Manager (BDM) Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in...

Roles and Responsibilities Kotak Mahendra Bank Limited is offering positions for multiple roles to join our dynamic team embark on career- oriented journey where your passion for excellence meets limitless growth opportunities Clint Relationship Management (Building and maintaining HNI'S and serving as single point of contact to the bank) Sales and Revenue Generation (cross selling the banking products) Portfolio Management (Ensure compliances with internal policies) Customer Service Excellence (Resolve customer queries professionally) Teller Operations Roles Platinum Relationship Manager (M3) Elite Relationship Manager (M2) Service Officer (M1) Acquisition Officer- CASA Sales (M1) Preferred...

Job description- Job Title: Tellecaller Company: Policybazaar.com Location: Chennai Experience: Freshers and Experienced can apply Education: UG, PG & Diploma Job Type: Full Time Industry: Insurance / Fintech Functional Area: Sales / Business Development Role Category: Tele Sales / Field Sales Salary: 2.55 LPA 4.00 LPA + Unlimited Incentives Job Description: Policybazaar.com is hiring Tellecallers for our Chennai office! If you're enthusiastic about sales and looking for growth in the booming fintech/insurance industry, this is the right opportunity for you. Roles and Responsibilities: Assist customers in buying insurance/financial products over the phone. Understand customer needs and recom...

Walk in Interview Date - 10th Oct 2025. Job Title/Designation: Business Development Executive / Manager / Senior Business Developments Manager Employment Type: Full Time, Permanent. Job Description : Roles and Responsibilities 1. To acquire New Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals and do some cross sales. 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products. 5. Finding new customers from open market by travelling within the local area/branch allotted. 6 . Reach Sales Target Month on Month. 7 . Maintain Customer Relationship with Existi...

Roles and Responsibilities Kotak Mahendra Bank Limited is offering positions for multiple roles to join our dynamic team embark on career- oriented journey where your passion for excellence meets limitless growth opportunities Clint Relationship Management (Building and maintaining HNI'S and serving as single point of contact to the bank) Sales and Revenue Generation (cross selling the banking products) Portfolio Management (Ensure compliances with internal policies) Customer Service Excellence (Resolve customer queries professionally) Teller Operations Roles Platinum Relationship Manager (M3) Elite Relationship Manager (M2) Service Officer (M1) Acquisition Officer- CASA Sales (M1) Preferred...

Designation- Business Development Manager Channel- Banca Channel CTC- 3.25 LPA + TA- 6k Maximum Key Responsibilities 1. Sales & Revenue Generation Achieve assigned monthly, quarterly, and annual life insurance sales targets. Generate leads and ensure conversion through walk-ins, referrals, and cold calling (where applicable). Drive high-quality and compliant insurance sales through effective need-based selling. 2. Channel Partner Relationship Management Build and nurture strong relationships with branch managers, staff, and key influencers. Conduct regular meetings and joint calls with bank staff to drive insurance penetration. Act as the single point of contact for bank staff for all insura...

CASA sales portfolio management

Position Purpose Acquisition of High End Current Accounts / Saving Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities 1. New to bank acquisition of high end current accounts / Saving Accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.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 A...

Role & responsibilities Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Preferred candidate profile

*Acquire new clients through leads, referrals, family / group accounts, etc. *Grow the banks liability base (e.g., CASA, fixed deposits) by deepening relationships with existing premium customers. *Crosssell bank and thirdparty products including investment, insurance, credit cards, loans, wealth & asset management etc. *Regularly service the mapped client base: handle enquiries, conduct regular reviews, address client needs, maintain relationships. *Meet sales / liability / revenue targets for assigned portfolio. *Participate in bank / branch campaigns for product launches, liability growth, etc. Ensure compliance with bank’s policies, KYC/AML regulations, regulatory norms.

About Us: Policybazaar.com is India's leading digital insurance marketplace, making insurance easy and accessible for millions. Join us as we revolutionize the way India experiences insurance! Job Overview: We're looking for dynamic, results-driven Relationship Managers to join our field sales team. You will engage with customers directly, understand their insurance needs, and help them choose from a range of policies. Key Responsibilities: Client Engagement: Conduct field visits, understand insurance needs, and recommend the best policies. Sales Growth: Generate leads, drive sales, and meet targets. Customer Service: Provide end-to-end support throughout the sales cycle. Collaboration: Work...

Urgent Requirement for Relationship Managers - Field Sales Only For Males Interested candidates Call Or Whatsapp their Updated Resume At : 8826256633 Role & responsibilities : 100% Field Sales - Candidates should be comfortable to operate from the field itself - Candidates should be comfortable to travel to the clients locations to close the given sales leads - Candidates should be more active to generate their own leads and to close the sales from the open market and references - Candidate should be presentable & must have good communication skills in English & Hindi Preferred candidate profile : - Should be having prior experience in Insurance as Field Sales officer Of At Least 1 years Per...

Urgent Requirement for Relationship Managers - Field Sales Only For Males Interested candidates Call Or Whatsapp their Updated Resume At : 8826256633 Role & responsibilities : 100% Field Sales - Candidates should be comfortable to operate from the field itself - Candidates should be comfortable to travel to the clients locations to close the given sales leads - Candidates should be more active to generate their own leads and to close the sales from the open market and references - Candidate should be presentable & must have good communication skills in English & Hindi Preferred candidate profile : - Should be having prior experience in Insurance as Field Sales officer Of At Least 1 years Per...

Position: Relationship Manager (Field Sales Representative) Experience: Experienced Job Role: We are looking for a dynamic and competitive Field Sales Representative to join our team as a Relationship Manager. This is an exciting opportunity for fresh graduates to kick-start their careers in sales and develop strategies to attract new clients. The successful candidate will play a pivotal role in increasing our income and revenue by managing and negotiating with clients, generating leads, qualifying prospects, and managing the sales of our products and services. As a Sales Representative, you will also be responsible for researching sales competition and staying ahead of the market trends. Ro...

Position: Relationship Manager (Field Sales Representative) Experience: Experienced Job Role: We are looking for a dynamic and competitive Field Sales Representative to join our team as a Relationship Manager. This is an exciting opportunity for fresh graduates to kick-start their careers in sales and develop strategies to attract new clients. The successful candidate will play a pivotal role in increasing our income and revenue by managing and negotiating with clients, generating leads, qualifying prospects, and managing the sales of our products and services. As a Sales Representative, you will also be responsible for researching sales competition and staying ahead of the market trends. Ro...

Position: Relationship Manager (Field Sales Representative) Experience: Experienced Job Role: We are looking for a dynamic and competitive Field Sales Representative to join our team as a Relationship Manager. This is an exciting opportunity for fresh graduates to kick-start their careers in sales and develop strategies to attract new clients. The successful candidate will play a pivotal role in increasing our income and revenue by managing and negotiating with clients, generating leads, qualifying prospects, and managing the sales of our products and services. As a Sales Representative, you will also be responsible for researching sales competition and staying ahead of the market trends. Ro...

Job Description: Commercial Insurance Sales Agency Channel (Policy bazaar) PB PATNERS Position: Commercial Insurance Sales Executive Department: Commercial Lines – Agency Sales Location: [City] Company: Policy bazaar Insurance Brokers Pvt. Ltd. --- Key Responsibilities: Identify and onboard insurance agents and channel partners for selling commercial insurance products (fire, shop, liability, marine, SME packages, etc.). Develop strong relationships with agents to increase lead generation and business from their network. Provide training and ongoing support to agents on product offerings, processes, documentation, and claim assistance. Achieve monthly and quarterly sales targets through acti...

Job Description: Commercial Insurance Sales Agency Channel (Policy bazaar) PB PATNERS Position: Commercial Insurance Sales Executive Department: Commercial Lines – Agency Sales Location: [City] Company: Policy bazaar Insurance Brokers Pvt. Ltd. --- Key Responsibilities: Identify and onboard insurance agents and channel partners for selling commercial insurance products (fire, shop, liability, marine, SME packages, etc.). Develop strong relationships with agents to increase lead generation and business from their network. Provide training and ongoing support to agents on product offerings, processes, documentation, and claim assistance. Achieve monthly and quarterly sales targets through acti...

Opportunity for Relationship Manager First Wealth / Current Account with leading BANK !!! Role : Relationship Manager First Wealth / Current Account Location : Chembur / thane / borivali to malad / BKC / JACOB CTC : MAX 13LPA FOR LOCATION : BKC / JACOB CTC IS 15-18LPA Age : 33 max (PLEASE DONT APPLY IF YOUR AGE IS MORE THEN THIS) MUST BE Presentable Key Responsibilities Client Portfolio Management Manage existing clients (First Wealth / premium customers), ensure their satisfaction, handle their banking and wealth needs New Client Acquisition Bring in new premium clients into the First Wealth segment to grow the portfolio. Cross-selling / Upselling Promote bank products/services (loans, inve...

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...

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• 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. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and chan...

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• 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. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and chan...

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• 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. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and chan...