2477 Casa Sales Jobs - Page 10

Promote and sell Home Loan and Loan Against Property (LAP) solutions to both salaried and self-employed individuals. Establish and nurture relationships with key partners like builders, DSAs, and property consultants to generate steady business. Required Candidate profile 1. Sourcing to loan disbursement of Home Loan Files. 2. Min. 1-5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 3. DSA and DST both are vacancy available (Individual role).

Role & responsibilities Job description Position: Relationship Manager -Banca Channel Location : Cochin, Calicut, Pathanamthitta, Kottayam Responsibilities: Managing relationship with the branch managers and employees of the Bank. Conduct various engagement activities for Bank Employees and Customers initiated centrally or local. Involvement in work site activities (putting up stalls and making presentations in corporates). Adhere to the customer touch-point engagement in order to service them. Login proposal forms digitally/ at FGLI branch and ensure issuance. 1-2 years exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship. Knowledge of local language necessary Own conveyance preferred if Interested Candidates Please send your Resume to - o.ruby.siburaj20@futuregenerali.in or Call 9745686338

. ** Role Definition / Expectation: BRO - Branch Relationship Officer (1-3yrs Exp with branch banking ) Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Post :- Home Loan (SO) Manage sales of home loan products Source and develop new business through the open market Full fill leads and implement sales strategies to meet targets Good talking skills and interest in field work needed Required Candidate profile • Candidate must be graduate • Must have 1 year of experience in home Loan Sales / Mortgage Loan / BFSI Sales • Age : 21 to 37 YEARS For more info. Call OR WhatsApp : 9429770204 Hr. Shivani

Eligibility: For BDE - Graduate with min 1 year of exp in sales. Freshers also encouraged. For BRO - Graduate with minimum 2+ years of exp in Banking/NBFC For BOH - Graduate with min 4+ years of exp in Branch Banking Operations. Date of Interview - 24th July2025 (Thursday) Timing - 10 am to 1 Pm Venue Axis Bank - Thoraipakkam Branch, No. 5 353, Rajiv Gandhi Salai, OMR, Above Nilgiri’s Super Market, Thoraipakkam, Chennai - 600097. Contact Person – Ms. Padmapriya S R (Cluster Head)

Sell the Health insurance products to the customers Lead will be provided by the company Appointment based sales Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Insurance sales /Sales Age Limit :22- 35 Two-wheeler mandatory Perks and benefits Incentives

Sell the Lifeinsurance products to the customers through bank Tag 2 to 3 branches of the bank. Visit the branches daily basis Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Insurance sales /BSFI SALES Age Limit :22- 35 Two-wheeler mandatory Perks and benefits Incentives

Candidates have to acquire new customers for savings and current in out Required Candidate profile Candidates have to open savings and current Perks and benefits Candidates will get insensitive upto 60000

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 levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

1. This is 100% field work and on rolls of bank. 2. Quality acquisition of Home Loans by going into the market catchment area. 3. Ensure quality sourcing of customers by selling different products like other diff. loans & insurances etc. Required Candidate profile Minimum 6 Month to 1 year experience in Field Sales Sales experience in Home Loan (HL), Loan against Property (LAP), Mortgage Loan or Insurance preferred Good Communication skills Age 21 to 38 Yrs

* 40 % Leads will given by company (Head office) * Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers. Required Candidate profile Must have 1+ exp in financial product sales Age Limit: upto 35

Company : Bharti Axa Life Insurance Position: Relationship Officer Location: Surat Experience: 6 Months - 4 Years Department : Sales CTC : Up to 3LPA Channel : Direct Channel Key Responsibilities Drive Sales of Life Insurance Products through the Direct Channel. Achieve and Exceed monthly / Quarterly Sales Target Build and Maintain strong customer Relationships for Upselling and Cross - selling Opportunities. Ensure High Lead Conversion through effective Follow-ups. if interested pls share the Resume on Below Details. Contact : Ayushi - 8551810430 Mail id : ayushi.rathod.ext@bhartiaxa.com Regards, Ayushi Rathod Human Resources

Job Profile: Branch Relationship Manager (Liabilities) (HNI) CASA Acquisition Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.

Job Title: Deputy Sales Manager Salaried Personal Loan Location: Bangalore Company: Bajaj Finance Ltd. Experience Required: Minimum 12 years in Personal Loan Sales (Salaried segment) Employment Type: Full-time CTC: As per company standards + performance-based incentives Job Summary: Bajaj Finance Ltd. is looking for a driven and result-oriented Deputy Sales Manager to join our Salaried Personal Loan vertical. The ideal candidate will have prior experience in selling personal loans to salaried customers and will be responsible for driving loan acquisition, maintaining customer relationships, and achieving monthly business targets. Key Responsibilities: Acquire new customers for salaried personal loans through open market, leads, and channel partners. Generate business from DSA, connectors, and corporate tie-ups. Ensure adherence to company policies and compliance norms. Handle end-to-end loan processing from login to disbursement. Drive cross-selling of financial products (insurance, credit card, etc.). Maintain strong customer relationships and provide after-sales service. Achieve monthly targets for disbursement, conversion, and lead management. Prepare MIS and reports as per management requirements. Candidate Requirements: Graduate/Postgraduate in any discipline. 1 to 2 years of experience in personal loan sales (preferably salaried segment). Good knowledge of the personal loan market and financial products. Strong communication and negotiation skills. Ability to work under pressure and in a target-driven environment. Should be self-motivated and have a result-oriented mindset. Local market knowledge is a plus. Benefits: Competitive fixed salary Attractive performance incentives Career growth opportunities within Bajaj Finance Medical insurance and employee benefits

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance candidate can Apply/Refer their CV at 8805901485 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience/Bank channel/Broking channel/NBFC Channel/branch banking/any sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Major Activities Sales & Business Development: 1. Sales Planning : Prepare and track product wise - liabilities, assets & fee – AOP for the full financial year. Commerce and catchment mapping Prepare and review monthly activity calendar of outbound activities of BSM / JO Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews. Review all employees in branch quarterly. Review productivity of BSMs / BOM’s/ JOs on a weekly basis. 2. Review and handhold BOM’s & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis. 3. Conduct Daily Morning Huddles to discuss daily plan and agenda for employees. 4. Ensure proper on-boarding of all new customers acquired. 5. Sale of 3 products per customer within 90 days of account opening. 6. Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation 7. Maintain quality of customer acquisition through sourcing mix and on-boarding process. 8. Monitoring DSRs on a regular basis. 9. Lead management proper assignment and closure of leads. 10. Tapping markets or customer segments within the catchment of the branch, which are hitherto untapped, to increase the GL Base of the branch. Principal Accountabilities – Customer Service : 1. Manage Key Branch Relationships 2. Ensure Wait Time within permissible limits as per segmental service approach 3. Achievement of branch Customer Service Scores target 4. Nil Critical Requests at branch 5. Nil Escalations at branch and complaint handling Major Activities – Customer Service: 1. Make 10 customer visits every week (Top 20% of profitable customers of branch) to maintain and enhance the relationships. 2. Scrutinize all service requests and AOFs being sent to RPC to ensure NIL rejections. 3. Conduct customer engagement program - every month. 4. Lobby Management to be done daily during peak hours. 5. Prepare staff roister, leave calendar and maker-checker seating arrangement 6. Inculcating first contact resolution and adherence to customer service mantras by employees at branch 7. Resolve customer queries through internal escalation matrix for enhanced service experience for customers 8. Implement usage of Product Database among employees for instant resolution of customer’s queries Principal Accountabilities – Compliance & Risk Management : 1. Ensure operations, risk control and process adherence at branches 2. Branch Audit scores 3. Fraud prevention 4. Ops risk monitoring 5. RBI audits, inspections and incognito visits

Must be graduate Minimum 6 months of experience in banking sales is mandatory. Life Insurance sales experience is preferred. Open for Field work for Client meetings. Bike is mandatory Candidates Can Call @HR JYOTI - 9266056487 & WhatsApp CV

Role & responsibilities: on Relationship Corporate salary Key responsibilities Client acquisition and relationship management: Identify and onboard new corporate clients for salary accounts, fostering strong relationships with key decision-makers within organizations. Business development: Develop and implement strategies to achieve sales targets for corporate salary accounts, engaging with existing clients to grow and expand relationships. Cross-selling: Promote and cross-sell a variety of banking products and services (e.g., loans, credit cards, investment products) to the employees of corporate clients. Service delivery and problem resolution: Act as the primary point of contact for corporate clients, addressing their queries and concerns related to salary disbursement and other banking needs. Compliance and reporting: Adhere to KYC (Know Your Customer) guidelines and banking processes, ensuring all activities comply with industry regulations. Track sales performance and provide regular reports to senior management on key metrics and growth opportunities.

Candidate must have experience in at least years 2 + Years in BFSI Sales Products : Casa, life insurance , MF ,LI,GI , Current account, demat account , Acquisition, NTB & ETB Sourcing Age should be 28 years Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets

Job 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

Job Requirements Job Title - Deputy Manager-Acquisition(Current Account) Place of work - Palakkad, Kerala Business Unit - Retail Banking Function -Branch Banking Compensations - Best in class in the industry. In addition valuable service awards would apply. Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Qualifications: Graduate - Any discipline Part Time / Full Time - Full Time Experience: Minimum Number of Years 1-4 Industry BFSI Functional Area Sales Level / Capacity - Junior Management Work Experience Required 3+ years of experience in current account sales

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.

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

Job 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

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Branch Sales Executive 5. Senior sales Executive 6. Relationship Manager Walk In Interview Address : Bandhan Bank -Somajiguda Branch Ground Floor ,Legend ESTA ,6-3-105 / G2,SOMAJIGUDA, RAJ BHAVAN ROAD , HYDERBAD-500082 Land Mark : Marwadi Hotel Date 26-June-2025 Time 10:00am to 3:00pm Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity.