10308 Casa Jobs - Page 49

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Acquisition of CASA liabilities a/c from cold calling, market reference, cross sell and selling third party products (life health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving over all numbers and value targ...

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities Investment business from HNI segment. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulates appropriate risk Mitigating strategies. Manage ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Walk-In Interview Multiple Openings Date: 25th November 2025 (Tuesday) Time: 10:00 AM 2:00 PM Venue: Shop No. 18, Satra Plaza, Palm Beach Road, APMC, Sector 19D, Vashi – 400703 Positions Available: Sales Officer – CASA (SO-CASA) Sales Officer – Current Account (SO-CA) Sales Manager – EXIM (SM-EXIM) Sales Manager – PA (SMPA) Job Description: Responsible for acquisition and servicing of customers for respective products. Achieve assigned sales targets and ensure customer satisfaction. Build and maintain strong client relationships. Eligibility: Graduate / Post Graduate in any discipline. Freshers and experienced candidates are welcome. Good communication and interpersonal skills. Perks & Benef...

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...

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication Insurance General Health and Life will be added advantage Perks and benefits Petrol, Mobile, Incentives, Insurance benefits

Building and maintaining strong relationships with HNI and ultra HNIs, understanding their financial goals, and Maintain portfolio, solutions Also Handling Team Actively engage in acquiring new customers for CASA accounts.

Hello, Greetings from TATA AIG General insurance company Ltd...!!! We are Hiring Relationship Manager - Bancassurance for Ahmedabad, Vadodara and Surat. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium • Team Management. • Channel Relationship Visit Branches • Conduct Meetings • Regular training of Bank employees regarding TAGIC Products. • To maintain Renewal of Business Timely follow up with the clients. • Tracking religiously in first week of every month. • Driving Bank for retention first • To maintain the hygiene • Proper QC and issuance of premium collected. • Proactive in handling claims. • Responsible for getting new Business. • New LOBs,...

Hiring For AADM (Associate Agency Development Manager) Specs for AADM Must be Graduate For AADM at least 1 yr. of field sales experience. Industries can be tapped( Telecom, Life insurance, Retail, Pharma, Hospitality, Automobiles, Real Estate) For ADM, candidates must have Life Insurance /BFSI experience. Must be localize Age between 25 years to 38 years Must have two-wheeler Must be in formals Minimum 2 years of City Experience Should have earned incentive of at least 25 thousand Role & responsibilities

Dear Candidate, On the SPOT Offer Retail Branch Banking – Leading Small Finance Bank Location: Chennai, Bangalore & Hyderabad CTC up to 6L 1. Job Description : Deputy Manager – Liability products Acquire and manage liability relationships, including savings, current accounts, and term deposits. Drive CASA growth through client engagement, onboarding, and portfolio deepening. Cross-sell banking products to enhance customer value and increase wallet share. Ensure compliance, service excellence, and achievement of monthly business targets. 2. Job Description : Deputy Manager – Corporate Salary Responsible for acquiring and managing corporate salary accounts by engaging with key corporate stakeh...

Role: Acquisition Manager/PAM - CASA Department : Retail Liabilities / Branch Banking Location: Noida Employment Type: Full Time Role Summary: Responsible for acquiring new Current Account (CA) and Savings Account (SA) customers, ensuring account activation, balance maintenance, and cross-selling other banking products. The role is sales-focused and targets-driven. Key Responsibilities: Acquire new CASA customers through field sales, referrals, and campaigns Ensure proper KYC, documentation, and account activation Drive usage, balance maintenance, and customer engagement Cross-sell bank products (loans, insurance, mutual funds, etc.) Meet monthly/quarterly targets for acquisition and balance...

Job Description: We are looking for a passionate and committed Business Development Executive to join our team as a Business Advisor . In this role, you will connect with clients via phone, email, instant messaging, and in person to understand their needs, recommend suitable products or services, and process payments. The ideal candidate is a patient, adaptable individual with excellent communication skills and a willingness to learn. **Maximum salary package is 4LPA depending upon the performance in the interview and the previous package** **Only candidates with 1 to 5 years of sales experience will be considered** Duties and Responsibilities: Client Communication: Engage with clients via p...

Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; ad...

Role & responsibilities Demat account opening New Client Acquisition Cross selling MF / SIP / LI / GI Preferred candidate profile A graduate with minimum 1 year of experience in field/branch sales Immediate joiner preferred

Relationship Manager Premium Accounts/Personal Baker sales - CTC till 5.5 Lacs Min 2 years experience required Premium Current Accounts RM - CTC till 8 Lacs Min 4 years experience required Senior Relationship manager CTC till 12 -19 Lacs Min 7 -12 years experience required Branch Manager CTC till 15 - 25 lac & Area Head positions are also open Please share references Role - Relationship Management & Team HandlingJob Location - Deputy Manager/Manager/Sr Manager/AVP 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...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling financial products, and ensuring high standards of service delivery across mapped branches. This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders. You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance. The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement. Role &...

Relationship Manager Premium Accounts/Personal Baker sales - CTC till 5.5 Lacs Min 2 years experience required Premium Current Accounts RM - CTC till 8 Lacs Min 4 years experience required Senior Relationship manager CTC till 12 -19 Lacs Min 7 -12 years experience required Branch Manager CTC till 15 - 25 lac & Area Head positions are also open Please share references Role - Relationship Management & Team Handling Job Location - Mumbai/Delhi NCR/Pune all location open Deputy Manager/Manager/Sr Manager/AVP 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 effor...

Job Description: 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 R...

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

Branch Manager- Branch banking Lead and manage the branch team, providing effective leadership and guidance. Develop and implement strategies to achieve business targets and growth objectives. Ensure compliance with all regulatory and internal policies and procedures. Maintain strong customer relationships and provide excellent customer service. Monitor and analyze branch performance, identifying areas for improvement. Oversee the daily operations of the branch, including cash management and transaction processing. Build and maintain a positive brand image for the bank in the local community. Collaborate with other branches and departments to ensure seamless service delivery. Stay updated on...