3466 Casa Jobs - Page 48

Job description Role & responsibilities To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same. To keep updating knowledge and exposure to various banking products both internal as well as competitor. To continuously improve product knowledge and awareness of market trends and competitor products. To overcome problems using guidelines and escalate with expediency, when necessary. *Other duties may be assigned from time to time as desired by the Bank

Job Description : - Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank. - A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. - He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions. - He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers. - PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. - He/ She also updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS. Key Result Areas : - Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book - Achieve the New to Bank - NTB CDAB Target from self-sourced accounts across all schemes - Achievement of New Priority Customer ID Acquisition Target - Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products - Achievement of points target from Non-Life Insurance - LI IPG Points - Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Cards, Remittances, etc - Improve Customer Activation % by sale of defined hooks in the mapped portfolio Purvi Axis bank HR 9867078228 purvi.pacharne@axisbank.com

Walk In Drive Details Interview Date - 8th July 2025 Interview Location - Ujjivan Small Finance Bank-Purnia, Chitrabani Road, Kalibari Chowk, Purnia, Purnia - 854301 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Araria, Raniganj, Forbesganj, Gulabbagh (Bihar) Role & 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 through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

Hiring for Pvt. Bank !! Job Title: Wealth Relationship Manager Retail Liabilities Location: Delhi & Gurgaon CTC: Best in the industry Job Description: A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations. Key Responsibilities: Acquire and manage a portfolio of HNI and affluent clients. Cross-sell banking products such as CASA , Life Insurance (LI) , and Mutual Funds . Provide personalized wealth management solutions based on client profiles and risk appetite. Ensure high levels of customer satisfaction through proactive service and engagement. Maintain regular client interactions and conduct portfolio reviews. Comply with all banking and regulatory guidelines. Candidate Profile: Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management. Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products. Excellent relationship-building, communication, and sales skills. Interested candidates can share their CV at: mukesh.dhawan@v-konnect.com WhatsApp: 9625167282

Walk In Drive Details Interview Date - 7th July 2025 Interview Location - Ujjivan Small Finance Bank- Bhagalpur, Ganji Mill Campus, Tilka Majh, Central Jail road, Bhagalpur, Bhagalpur - 812001 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Kahelgaon & Banka (Bihar) Role & 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 through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

-Responsible for build up your team by using your self-network -Have to train and motivate them for sales -Develop your team member for more business -Managing monthly and weekly meetings -Earn up to 50k incentive + Fixed Salary M :9023192760 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 9023192760 Perks and benefits PF+ Health Insurance + Petrol Allowance +Incentive

Lead/manage, and motivate a team of sales executives Drive sales performance and ensure target achievement Develop and execute local sales strategies Monitor daily activities and give guidance to the team Build and maintain strong client relationship Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

- Managing the life insurance sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Regular Visits to The Assigned Branches. - Interaction with Branch Walk-In Customers for Need Identification. Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-38 Interested candidates can direct share resume @7861004785

Visit potential clients and demonstrate products. Execute field-level marketing activities. Maintain customer relationships. Collect feedback and report to managers. Generate daily visit and lead reports. Ensure timely follow-up on leads. 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 + Allowance

Monitor field activities and ensure daily reporting. Motivate team to exceed targets through coaching. Track region-wise sales and provide insights. Coordinate with marketing and product teams. Handle escalated customer issues 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

Visit customer & prospect daily to sell company products Generate lead through field visit & local markets Explain product features & benefits clearly to customer Negotiate and close sales deals to meet target Maintain good relationship with customer Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

• 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

Post : Business Development Manager • Motivate the sales staff to exceed sales targets • Increase market coverage and agency network • Align sales strategies with the company's goals • Identify market expansion opportunities Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Sales / Banking /Finance / Insurance Sales • Good Communication skills • Contact : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Executive • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 24 to 38 YRS Call OR WhatsApp : 90238 62949 HR Vivek Perks and benefits Incentives, Performance Bonuses, Career Growth

Identify and develop new sales opportunities. Promote and sell company products to potential customers. Build and maintain strong customer relationships. Achieve monthly and yearly sales targets. Prepare and present regular sales reports. Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 39 Years • Good Communications Skills • Fresher's Can't Apply

- Source leads from personal networks to the products. - Deal with the walk-in customers in branch. - 100% leads will given from branch. - Set up a meeting with potential customers and close the deal. - Field sales Required. Required Candidate profile Minimum qualification: Graduation (Any Stream). Experience: 1 to 5 years (Fresher Can't Apply). Good communication & sales skills. Local candidates preferred. Good Communications Skills.

Work Location: Mumbai Suburban/Navi Mumbai/Thane/South Mumbai/Central Mumbai Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition Date: 09-July-2025 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 catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-5 years of experience in BFSI 2. Graduate or Postgraduate degree 3. Age: Up to 28 years 4. Salary: Up to 6 Lacs Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Riya Singh (HR)

Create Team of agent Review the Daily and weekly performance Manage and oversee the performance of the sales team. Establish and maintain strong relationships with agency partners Required Candidate profile Who Can Apply? - Graduation Must - Must have 2 years of experience in any Sales / Banking / Finance / Insurance Sector - Good Communication skills For more info. Call on: 98795 72979 HR Amisha

• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 45 years

Identify, develop new sales opportunities Promote , sell company products to potential customers Build and maintain strong customer relationships Plan and execute marketing activities to increase brand awareness Achieve monthly , yearly sales targets

Post : Branch Banking Sales Manager • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Any Sales / Banking /Finance / Insurance Sales • Good Communication skills • Contact : 9265042790 HR Azad Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Development Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Graduation Must • Must have 1+ year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on 97244 79846 HR Fenil Perks and benefits Incentive + PF + Mobile with Several

Identify, develop new sales opportunities Promote , sell company products to potential customers Build and maintain strong customer relationships Plan and execute marketing activities to increase brand awareness Achieve monthly , yearly sales targets

Post : Relationship Manager • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Graduation Must be required • Must have 1 YRS of experience in Life Insurance / Sales / Insurance Sales • Good Communication skills For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

" Join as Sales & Marketing Manager & Grow in Maharashtra!" Key Responsibilities Lead a team Sales Executives to drive monthly sales targets Achieve monthly and quarterly sales targets through direct field visits. Build and maintain strong relationships with local clients, dealers, and distributors. Conduct daily field visits with team for client meetings and lead follow-ups Promote and pitch company products to customers effectively. Follow up on leads, inquiries, and close deals within TAT. Qualifications: A bachelor's degree in finance, Business, or a related field. A minimum of 2 years of experience in any Field Sales, BFSI, FMCG, Pharma or Marketing . Excellent communication and client management skills. Strong local network and area knowledge. Why Join Us? Local Work Location Strong Incentive Structure Leadership Role with Career Growth Fast Interview & Joining For more information! Call :: +91 9904750213 Mail Resume :: nisha@tekpillar.com