8335 Casa Jobs - Page 9

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Roles and Responsibilities Hiring Urgently Freshers or Experienced for Branch Banking & Banking Operations in the leading Private sector Banks and NBFCs. Process deposits withdrawals and other banking transaction for a high volume of customers. Sell or redeem saving bonds and other financial instruments. Perform account maintenance for a member who wanted to change their banking products. open and close accounts as required for the customers. strong math and logic skills exemplanary organisational problem solving and communication skills advanced customer service skills identify customer needs provide information on new products and services Trade support operations Risk operation Retail ban...

Relationship Officer -811 Digital Sales-Digital Banking Kotak-Regional sales 811 Current Account 100% open market and field job -Target driven. Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product from mapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieve Saving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification : Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age : Upto 25 Years

Position Requirements: Qualification: Graduate/ Post Graduate Work Experience: 3+ years Job Description: Individual Role To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values. Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily. Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances. Increase family banking penetration of mapped portfolio and improve customers to group ratio. Increase income product holding and group income product holding of the mapped portfolio through cross-sell &up-sell. Acquire new...

Role & responsibilities Job Title: Sales Manager Premium Banking Corporate Title: NCT Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benef...

Axis Bank Hiring: Sales Officer/AM CASA Locations: Chennai, Erode,Hosur, Karur, Madurai, Salem, Thanjavur, Tirunelveli, Trichy To apply, please reach out to Harini at 9444007802. Job Summary: We are seeking a highly motivated Sales Officer/AM CASA to join our team in Chennai. The ideal candidate will have 1-3 years of sales experience in any field, with a strong passion for sales. Key Responsibilities: - Open Current and Savings Accounts - Meet sales targets - Engage in field sales activities Requirements: - Education: Any degree - Experience: 1-3 years in sales - Age: Not specified - Gender: Both - Locations: Various locations in Chennai (listed below) Salary: - 17.5k - 24.5k (net) per mont...

Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %/ UID penetration and NBD penetration. Achieve Sales call plans to acquire large prospective customers through referrals.

Hurry!!! Job Opening in Small Finance Bank for Branch Head Designation: Branch Head Job Location: Chennai ( 5 openings) Designation: Branch Head Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management 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 Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regulations & Procedures How to Apply : EMAIL: cv to selvi.sai@upgrad.c...

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial bankin...

We are looking for a dynamic Banking Officer Current Accounts to manage and grow the CA portfolio by acquiring new customers and deepening existing relationships. The role involves cross-selling banking products and delivering superior service to ensure customer satisfaction and retention. Key Responsibilities: Acquire new current account customers through direct and channel sales Manage and grow existing CA relationships to increase wallet share Cross-sell CASA, cash management, trade, and treasury products Ensure high levels of customer service and timely issue resolution Track and achieve monthly business targets Key Skills: Good understanding of current account products and customer segm...

Identify and acquire new CASA customers through field sales and referrals Cross-sell banking products such as FD, RD, insurance, and digital services Conduct market mapping and generate leads in assigned areas Build and maintain customer relationships for long-term engagement Ensure KYC compliance and accurate documentation Meet individual and branch CASA targets Key Skills: Strong communication and interpersonal skills Sales-driven with the ability to meet targets Good knowledge of CASA products and banking services Field sales experience preferred Customer-focused with strong negotiation abilities Basic understanding of banking regulations and KYC norms

Hi, We have an excellent Opening in Leading Small Bank for the following role and HNI Relationship Manager (Products – CASA , Mutual Fund, FD & Insurance TPP) Relationship Manager – Current Account CTC up to 8Lacs location: Bangalore – ( Hosur , Frazer Town, Bommanhalli, SANJAY NAGAR, Indiranagar, Jeevanbhema Nagar, HSR layout, Vijay Nagar, Marathahalli, Yelahanka, Raja Rajeshwari Nagar) NOTE: CANDIDATES WITH EMPLOYMENT GAPS OR THOSE NOT CURRENTLY WORKING ARE NOT ELIGIBLE, KINDLY EXCUSE Responsibilities for Relationship Manager primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Bu...

Role & responsibilities We are looking for an experienced Relationship Manager who will be responsible for acquiring and managing High Value Current Accounts (CASA) , driving Trade and Forex business , and maintaining strong relationships with HNI and SME clients . The role demands an individual with strong business acumen, excellent communication skills, and a proven track record in generating revenue through client relationship management. Key Responsibilities: Acquire high-value current accounts and CASA customers through direct sourcing and referrals. Handle and grow relationships with HNI, SME, and corporate clients . Drive Trade & Forex business by offering suitable solutions to client...

Hi, We are hiring for one of the small finance bank. Role - Sales Executive Location - Surat/Ahmedabad/Mehsana/Vadodara/Gandhinagar Job Purpose: To drive sales and business growth by acquiring new customers, promoting bank products (such as savings accounts, current accounts, fixed deposits, loans, and insurance), and ensuring excellent customer service and relationship management. Qualifications & Experience: Education: Graduate in any discipline (MBA preferred but not mandatory) Experience: 1 to 5 years in sales, preferably in banking, microfinance, or financial services If interested, kindly send your resume to rimjhim.choudhary@skywingsadvisors.com or can call on 9759214474

Profile : Relationship Manager: *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Sayali: 9158043197

#Hiring #UttaraKhand Position: Sales Executive Location : Sitarganj, Champawat, Khatima, Dehradun, Haridwar, Kotdwar, RajpurRoad, Kashipur, Srinagar, Experience : Fresher or Min 1 yr in Field Sales (BFSI OR Fintech sales exp highly preferred) CTC: Upto 3 LPA+ incentives Age Limit: Up to 30years Local and relevant candidates can DM with resume on 8077033176 OR assuredjobs60@gmail.com

Urgent Hiring for banking client for the following role: Role : RELATIONSHIP MANAGER_ CURRENT ACCOUNT sales department . Experience required: candidate should be experienced in casa sales for atleast 4-5 years in banking . ctc is upto 8 Lakhs age limit is upto 35 years Interested candidate can share cvs on jobs2@dreamsplacement.com

Role & responsibilities AXIS BANK(onroll Job) ROLE: CASA Sales Officer Qualification: Any Degree Salary: 18.8k CTC, 15.5K Takehome + Incentives upto 40k To 50k Per Month Bike nd driving licence Mandatory Job Description 1. Selling Current Account and Saving Accounts to new customers. 2. Conducting marketing activities and travel locally to meet new customers as a daily activity. 3. Contacting existing customers for more deposits and cross selling of more products. 4. Achieve sales targets as assigned by the organization on a daily and monthly basis.

Walk-in Drive Assistnat Manager Sales: At-least 2 yrs. of NBFC/Banking experience. Date: 06rd November 2025, Thursday Time: 11:00 AM to 12:00 PM Venue:Sector 46, Gurugram, Haryana Candidate must have two-wheeler+ DL., carry updated resume.

Looking for Candidates to Join as Senior Manager role at Jodhpur Location of Rajasthan Role & responsibilities BRANCH MANAGEMENT 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 v...

Job Vacancy: Sales officer at AXIS Bank Location: Multiple locations across Mumbai and Pune Immediate Joining Available Position: Branch Sales Executive (Field Sales) Salary: 19,000 CTC (16,000 take-home) + Performance-Based Incentives (up to 60,000 per month) Work Location: Near your home, within Mumbai Key Responsibilities: Promote and sell banking products, including Current Accounts , Savings Accounts , and Loans to customers. Field-based sales role requiring active customer engagement. Achieve sales targets and performance goals. Build and maintain relationships with existing and potential customers. Requirements: Freshers Welcome Must possess a bike and a valid driving license . Gradua...

Kotak Mahindra Bank Limited is looking for Branch Asset RM BBA-Branch Banking-RL Regional Heads Office to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channel...

Job Title: Relationship Officer / Sr. Relationship Officer Department: Credit Card Sales / Merchant Acquiring (EDC-POS-QR) / Various Banking Sales Roles Job Description: We are hiring for multiple banking field sales positions. The role involves customer/merchant acquisition, field activities, and cross-selling banking products. Key Responsibilities: Acquire customers for Credit Cards / Merchants for EDC-POS-QR (Role Based) Generate leads through field visits and meet monthly sales targets Maintain customer/merchant relationships and provide service support Cross-sell banking products as required Candidate Profile: Experience: 1-3 Years in Banking Sales / BFSI / Credit Card / Merchant Acquir...

Channel : Bancassurance (Life Insurance) Bank - Equitas and ESAF Bank Experience : Minimum 1 yrs of Sale exp in Insurance/ BFSI. Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter Candidate's Profile 1. Minimum 1 yr of Life Insurance sales experience/BFSI/NBFC ( Good awareness about Life insurance industry is must) 2. Should be a graduate. 3. Should have a two wheeler 4. Lesser notice period candidates & immediate joiners are very much w...