2471 Casa Sales Jobs

Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervis

Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank. To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank. Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor

Role: Signature Relationship Manager Location : Mumbai) Experience : Minimum 2 years in CASA Sales We are looking for experienced professionals to join our premium banking team as Signature Relationship Managers . The role involves managing a portfolio of HNI/UHNI clients , offering them tailored banking and investment solutions. Key Responsibilities: Acquire and manage high-value clients Deliver personalized financial and wealth solutions (MFs, Insurance, Bonds, etc.) Conduct regular portfolio reviews and ensure top-tier service Achieve revenue and AUM targets Stay updated with market trends and product offerings Desired Profile: Strong relationship management & communication skills Proven track record in HNI client handling and financial product sales Graduate/MBA preferred ntives Interested candidates can apply now or share profiles for immediate consideration on komalrana.bnh@gmail.com.

Hey, DEAR CANDIDATE UR PROFILE IS SHORTLISTED MNC COMPANY LIFE INSURANCE CO. LTD ONE DAY SELECTION DRIVE LIMITED OPENING POST- AGENCY DEVELOPMENT MANAGER Minimum requirement of a candidate Graduation mandatory Minimum 3 years of experience in Field Sales Age 26 - 40 Package UPTO 4.00 LACS PER ANNUM (FIXED CTC) Benefits- Unlimited incentives + Every 6 months promotion, Requires: Good Communication Skills, Presentable should be willing to do sales or field work. If Interested Contact immediate on 9175682069 /susmita.willpower01@gmail.com pls give references or share with needy people SHARE UR RESUME FIRST Regards, Willpower Placement HR,SUSMITA 9175682069

Hey, DEAR CANDIDATE UR PROFILE IS SHORTLISTED MNC COMPANY LIFE INSURANCE CO. LTD ONE DAY SELECTION DRIVE LIMITED OPENING POST- AGENCY DEVELOPMENT MANAGER Minimum requirement of a candidate Graduation mandatory Minimum 3 years of experience in Field Sales Age 26 - 40 Package UPTO 4.00 LACS PER ANNUM (FIXED CTC) Benefits- Unlimited incentives + Every 6 months promotion, Requires: Good Communication Skills, Presentable should be willing to do sales or field work. If Interested Contact immediate on 9175682069 /susmita.willpower01@gmail.com pls give references or share with needy people SHARE UR RESUME FIRST Regards, Willpower Placement HR,SUSMITA 9175682069

Walk in drive on 01 Aug 2025 - Yes Bank-11 and 12 &2A Sunil Niwas CHS LTD. Lokhandwala road OFF JP Road Mumbai Timings - 14:00 PM to 16:00 PM Title: SO CASA Experience - 1 to 5 Years Salary up to 5.5LPA 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 to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected Candidate Age Minimum 21 to Maximum 30 years Profile Education: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Experience: 0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects /Skills: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guidelines

Job Role: We are hiring experienced Relationship Managers for a leading BFSI company . Ideal for candidates with experience in retail banking, client acquisition, and cross-selling financial products . Responsibilities: Acquire and manage bank customers for savings/current accounts Cross-sell banking and third-party products (insurance, mutual funds, FDs) Maintain strong client relationships and provide excellent service Meet assigned sales and revenue targets Handle walk-in customers and leads assigned by the branch Candidate Profile: 2 to 5 years of experience in BFSI / Banking / Financial Sales Good communication and relationship-building skills Should be target-driven and self-motivated Preferably from Thane, Chembur, Ghatkopar, Mulund, or nearby areas

As a Sales Executive, your primary responsibility will be to drive CASA (Current Account and Savings Account) sales through acquiring new customers and generating leads. You will be required to maintain strong relationships with customers to ensure their satisfaction and retention. Understanding customer needs and offering suitable banking products will also be a key part of your role. Meeting monthly sales targets and achieving performance goals will be essential. You will collaborate closely with the branch team to plan and execute sales activities effectively. Conducting market research to identify potential customers and ensuring adherence to bank policies and compliance standards will be crucial aspects of your job. This is a full-time position with benefits including health insurance and Provident Fund. Additionally, there is a performance bonus in the compensation package. The work schedule is during day shifts and the experience required for this role is a minimum of 1 year in CASA sales. The work location for this position is in person. If you are interested in this opportunity, please contact the employer at +91 9770848162.,

Dear Candidate, We are pleased to inform you about multiple urgent openings for Managerial Roles with some of Indias most trusted Life Insurance companies . Hiring Companies: Kotak Life Insurance Max Life Insurance Bharti AXA Life Insurance SBI Life Insurance Job Titles: Sales Manager Business Development Manager Area Sales Manager Relationship Officer (All roles are managerial profiles) Location: Pan India Open to: Male & Female Candidates Why apply Same Day Interview & Feedback Fast-track growth in the BFSI sector Attractive CTC + Incentives If you're interested or know someone who might be a good fit, please share your updated resume at the earliest. For more details, feel free to reach out! Best Regards, Sarika +91 8956322832 sarika@willpowerconsultants.in Willpower Consultants Pvt Ltd

Dear Candidate, We are pleased to inform you about multiple urgent openings for Managerial Roles with some of Indias most trusted Life Insurance companies . Hiring Companies: Kotak Life Insurance Max Life Insurance Bharti AXA Life Insurance SBI Life Insurance Job Titles: Sales Manager Business Development Manager Area Sales Manager Relationship Officer (All roles are managerial profiles) Open to: Male & Female Candidates Why apply Fast-track growth in the BFSI sector Attractive CTC + Incentives If you're interested or know someone who might be a good fit, please share your updated resume at the earliest. For more details, feel free to reach out! Best Regards, Sarika +91 8956322832 sarika@willpowerconsultants.in Willpower Consultants Pvt Ltd

JD• To Source premium Saving and Current Account and Third party Product • Follow market trends and development to increase the bank's business. • Maintain the Existing client relationship and provide Service. • Completed the assign task, client meeting to identify their financial goals and plans. • To maintain the existing customer and meet the monthly goal sheet as per target.

MEGA OPENINGS FOR BANKING CLIENT AND NBFC IN HYDERABAD,CHENNAI & ERODE 1. Platinum Relationship Manager (Bank) Location: Hyderabad Job Role: Experience in Retail Banking preferably in relationship management, Sales & dealing with HNI Clients. 2. Relationship Officer(Bank) Location: Hyderabad/Chennai Job Role: Experience in Banking Sales with CASA, Corporate Salary products 3. Territory Sales Manager(NBFC) Location: Chennai Job Role: Experience in Sales of any BFSI products. It is an individual Role 4. Relationship Officer/Relationship Manager(NBFC) Location: Erode Job Role: Exp in Sales dealing with Secured Business Loan or LAP

Greetings !! Mega Walk-In Interview - Sales Manager (CASA) for Kolkata & Surroundings Interview Venue : IndusInd Bank Limited, Zonal Office, Saket Building, 6th Floor, 44 Park Street, Kolkata 700016 Walk-in Interview : 6 August, 2025 (Wednesday) Time : 11 AM - 4 PM Responsibilities : The Sales Manager - CASA will lead efforts to drive sales of Current and Savings Accounts (CASA) for the bank. The role includes setting sales targets, developing strategies to acquire new clients, and managing the CASA sales team. The Sales Manager will also be responsible for maintaining high levels of customer satisfaction and ensuring that the branch meets its CASA growth targets. Strong sales and leadership skills are crucial for success in this role. Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 35 Min 5 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Freshers are not allowed & Banking experience is mandatory.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Role & responsibilities: Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Preferred candidate profile: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience Venue: Kotak Mahindar Bank No:40, Monteith Road, Egmore, Chennai - 600 008. Date and Time: 30th Jul 25 , 11 AM to 3 PM Contact Person : Raju S

Position: Relationship Manager Channel: Bancassurance Prefer Industry: Banking, NBFC & Insurance Interested candidates can share there resume by mail & whatsapp hr10@worldotalent.com & 9915616882

Job Purpose Qualification: Graduate in any Discipline Relevant Experience: Fresher / 1-3 years of experience in Field Sales (Liability / insurance sales preferred). Functional Competencies: Selling skills, Good communication skills, Fluently speaks and understands local language Job Responsibilities Financial Responsibilities: Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure. Job Responsibilities Financial Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Non Financial Responsibilities: 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 targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Compliance & Risk Responsibilities: Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Location : Mount Road, Chennai Date: 01-Aug-25, Friday Time: 10am to 03pm Interview Venue: AU Small Finance Bank, 137, Anna Salai, Chintadripet, Chennai, Tamil Nadu 600002. Land Mark: Nearby LIC Metro Contact Person- Karthik-HR

To work with staff of bank partners to identify potential banking customers with financial protection needs. To provide professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases 6352870507 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 6352870507 Perks and benefits Medical Allowance's, petrol Allowances, PF

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Job Title: Area Sales Manager Location: Multiple Locations Experience: 5+ years Duties & Responsibilities: To source business from large corporate to achieve self-target Focus on risk management and consultative selling against only price-based selling. Act as a risk advisor to clients and prospects Responsible for their individual topline and bottom-line. Support cross functional team in client serving/ underwriting and placement of business. To seek market opportunities and identify growth areas in the commercial business. Balancing the optimum product mix. Responsible for implementing business process and controls as laid down by company. To adhere to business process and controls as laid down by HO and ensure strict compliance of regulations as laid down by IRDA. Ensuring prompt customer service (both internal and external customers) Ensuring that the IRDA (Insurance Brokers) Regulations, 2013 are adhered to in their respective areas / regions.

Job Summary: We are hiring an Agency Development Manager to recruit, train, and lead a team of insurance advisors. The ADM will be responsible for driving sales through the agency network and meeting business targets. Key Responsibilities: Recruit and activate insurance agents Train and develop agents on products and sales techniques Drive insurance sales through the agency team Monitor agent performance and ensure target achievement Maintain compliance and documentation

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Role/ Job Title: Deputy Manager-Acquisition (Corporate Salary)-Sales Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Deputy Manager-Acquisition (Corporate Salary) to join our Retail Banking team in Kolkata, West Bengal, India. As a leading bank in the country, we are committed to providing our customers with the best financial solutions and services. We are looking for a dynamic individual who shares our passion for excellence and is ready to take on new challenges. Roles & Responsibilities: Identify and acquire new corporate salary accounts for the bank Develop and maintain relationships with corporate clients to generate business Understand the financial needs of corporate clients and provide them with suitable banking solutions Collaborate with other departments to ensure smooth onboarding and servicing of corporate clients Meet and exceed sales targets set by the bank Keep up-to-date with market trends and competition to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by corporate clients Ensure compliance with all banking regulations and policies Minimum of 1 years of experience in corporate sales or relationship management in the banking industry Proven track record of meeting and exceeding sales targets Education Qualification: Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 2 to 5 years of relevant experience Functional Area: Sales

We are hiring experienced and result-oriented Branch Managers for a leading private sector bank. This is an excellent opportunity to lead a branch, drive business growth, and manage retail liability products. Key Responsibilities: Manage overall branch operations and profitability Drive sales of retail liability products including CASA, term deposits, and cross-sell Ensure high customer satisfaction and service standards Lead and motivate the branch team to achieve targets Maintain regulatory compliance and audit readiness

Role & responsibilities Business Acquisition Acquires new customer for liability accounts and third party products by effectively managing the sales unit Strives for cross-selling all products alongside the core product Develops and continuously upgrades new innovative sales channels & techniques to maximize productivity Strategies with CBL on prospecting and efficient & effective approach to client segments Derives insights to competitor sales activities and effectively counter the efforts Team Management Manages and motivates the sales team through support with lead generation and sales closure Provides regular training on products and selling skills to the sales unit Partners with respective HCM RM to Recruit staff for sales unit as and when required Evaluates training programs available and recommend the appropriate programs for differential training needs Quality Focus Implements the sales monitoring mechanism to measure the productivity of the team Monitors the quality of sourcing of products to evaluate developmental needs of the sales team Drives the sales system towards quality standards where risks are well controlled Sets business standards for acquisition and effective cross sell People Management Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Ensuring Training & Development Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.