2477 Casa Sales Jobs - Page 11

Process:- Openings For Kotak Banking Process (Outbound Process) - Fresher/Exp both can apply - HSC pass can apply - freshers Salary-13K in hand + incentives - Shift timing:- 9:30am-6:30pm - Good communication required - immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mahek:- 7559401618 Perks and benefits * Provide Huge Incentive and PF facility *

Role & responsibilities 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 supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Role & responsibilities 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 supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Branch Manager - Sirsa Personal Banker Sales (PB Sales) - Hisar Branch Manager Sirsa Roles & Responsibilities: Lead and manage the overall operations and profitability of the branch. Drive business growth across CASA, retail loans, and third-party products. Ensure adherence to compliance, regulatory guidelines, and internal controls. Monitor branch performance, customer service standards, and audit readiness. Mentor, train, and motivate the branch team to achieve sales and service targets. Maintain high levels of customer satisfaction and relationship management. Personal Banker Sales Hisar Roles & Responsibilities: Acquire new customers through field visits, referrals, and lead conversions. Achieve sales targets across banking products such as CASA, insurance, and investments. Deliver quality service and build strong customer relationships. Cross-sell relevant financial products based on customer needs. Ensure timely documentation and compliance with bank policies. Participate in marketing and promotional activities to increase brand presence. Preferred candidate profile Education: Graduate / MBA / CA (Preferred) Work Experience: Branch Manager: 8 to 17 years of experience in branch banking, sales, or relationship management, with at least 2 years in a leadership role. PB – Sales: 1 to 4 years of experience in banking/NBFC sales, customer acquisition, or relationship roles. Key Skills & Attributes: Strong interpersonal and communication skills. Ability to multitask and manage responsibilities under pressure. Proven track record of meeting and exceeding business targets. Excellent coordination with internal teams and external clients. Customer-first mindset with a proactive approach to issue resolution. Team leadership (for BM) and individual accountability (for PB Sales). Willingness to travel as per business requirements. High energy, result-oriented, and driven to deliver exceptional service.

BIG OPPORTUNITY ALERT! Build a Powerful Career with MNC Life Insurance Co Powered by Willpower Consultants Pvt Ltd WE ARE HIRING! Position 1: Recruitment Development Manager Position 2: Associate Agency Development Manager For Ambitious Professionals Ready to Grow! Why Join SBI Life Salary Package: Up to 3.80 LPA + 60,000 Annual Travel Allowance Unlimited Incentives The more you achieve, the more you earn! Mediclaim Coverage: 2 to 4 Lakhs 3 Lakh Credit Card Pre-Approved Loans For You & Your Family Apply Now Its Simple! Send Your Resume: 91756 81642 Email: antima05.willpower@gmail.com Know Someone Suitable Referrals Are Welcome! Don't miss this chance to work with one of Indias most trusted life insurance brands! Your Success Story Begins Here. Team Willpower Consultants Pvt Ltd Connecting talent with opportunity.

SDM/BDM/ ASM/ SM Salary - 3 LPA- 5 LPA + Incentives Min experience - 1 year into sales Graduation Required Locations - Dasuya, Jalandhar, Gurdaspur, Amritsar, Ludhiana, Hoshiarpur, Tarn Taran, Phagwara, Nawanshahr, Bathinda, Moga, Barnala Job Description- Agent Recruitment & Training Sale of life insurance through agents Training, handholding, motivating & developing agents for better productivity Meet sales target month on month basis Good at communication and must be a local candidate Skills- Team building & Team leading Maintain strong relationships with clients to ensure long term Business Role: Insurance Sales / BD Manager Industry Type: Insurance Department: BFSI ,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Role & responsibilities Plan and carry out strategies to accomplish organizational goals. Lead, teach and motivate a productive team. Lead provide by the company you need to work on this lead. Convince the customer and sell the insurance policy. set the meeting with interested clients. Organizing sales visit. Preferred candidate profile Min 1 year experience in sales. Graduation Mandatory. Two wheeler Mandatory. Role: Insurance Sales / BD Manager Industry Type: Insurance Department: BFSI ,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Role & responsibilities: Customer Relationship Management Business Growth Sales Leadership Business Relationship Management Cross Selling Preferred candidate profile: Should have experience in Life Insurance industry Team Handling role Perks and benefits: Fixed Salary+ incentives Role: Area / Territory Manager Industry Type: Insurance Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Role & responsibilities : The key responsibility of this role is to focus on customer relationship and customer servicing. You will be required to meet your sales target through assigned leads, which is generated through Branch ops team and customer database generated by call center team. You will be required to meet product mix targets specified as per organizations strategy. You are required to support customer on pre and post sales requirements (claim settlement etc.). You are required to focus on quality of business and persistency (renewals of premium). Achieve minimum expected sales target on a consistent basis through customer meetings. Preferred candidate profile : Any Graduate, but Under-graduate candidates can be taken with 2years of experience in sales. Min 1 year experience in sales, preferably in BFSI. Excellent communication skills for building strong relationships with clients at all levels. Ability to work independently with minimal supervision while meeting tight deadlines. Perks and benefits : Join the Most Trusted Brand in private life insurance and take your career to new heights. Offers a competitive and well blended fixed and best-in class variable compensation & incentives. We have a performance driven, open, simple culture that puts people at the core of its strategy. Role: Relationship Manager Industry Type: Insurance Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Location: ALL KERALA Type: Full-Time | Rewarding Career Opportunity Why Join Us Unlimited Earning Potential: Attractive salary plus high-performance incentives. Career Growth: Structured training and clear growth paths. Impactful Role: Help people secure their future. Supportive Environment: Work with a motivated and dynamic team. Key Responsibilities: Connect with potential clients and offer tailored insurance solutions. Build long-term relationships by understanding customer needs. Explain policy benefits in simple terms to guide informed decisions. Meet sales goals and maximize incentives. Handle customer queries and assist with claims. What Were Looking For: Passion for sales and relationship building. Strong communication and persuasion skills. Previous experience in sales (insurance preferred but not required). A positive, self-driven attitude with a focus on achieving results. What We Offer: Competitive salary with unlimited earning potential through commissions. Comprehensive training to help you succeed. Health and life insurance coverage. Incentives, rewards, and career advancement opportunities. Be the difference in someone's life while building a successful career. Join us today! Role: Business Development Manager (BDM) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: BD / Pre Sales Education UG: Any Graduate

A bancassurance professional is responsible for providing banking and insurance services to customers. This includes consultation to understand the customers financial needs and recommend the best products to suit their requirements. The primary responsibilities include the following: Analyzing customer needs and identifying cross-sell opportunities. Explaining banking and insurance products and processes to customers. Assisting customers in choosing the most appropriate financial products. Knowing banking and insurance policies to offer the best solutions. Building customer relationships and providing after-sales services. Improving customer satisfaction and achieving Sales targets. Location : Kolkata, Howrah, Hoogly, Jharkhand, Bihar, Berhampore WB, Uttarpara, Uluberia, Haldia, Bardhman, Role: Insurance Sales / BD Manager Industry Type: Insurance Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

A bancassurance professional is responsible for providing banking and insurance services to customers. This includes consultation to understand the customers financial needs and recommend the best products to suit their requirements. The primary responsibilities include the following: Analyzing customer needs and identifying cross-sell opportunities. Explaining banking and insurance products and processes to customers. Assisting customers in choosing the most appropriate financial products. Knowing banking and insurance policies to offer the best solutions. Building customer relationships and providing after-sales services. Improving customer satisfaction and achieving Sales targets. Location : Kolkata, Howrah, Hoogly, Jharkhand, Bihar, Berhampore WB, Uttarpara, Uluberia, Haldia, Bardhman, Role: Insurance Sales / BD Manager Industry Type: Insurance Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Role & responsibilities: Achieve Sales Targets: Meet or exceed monthly and annual sales targets by selling HDFC Life insurance products through direct sales channels . Field Sales: Engage in field sales activities, including meeting potential customers, understanding their insurance needs, and providing tailored solutions. Customer Relationship Management: Build and maintain strong relationships with customers to ensure customer satisfaction and loyalty. Product Knowledge: Stay up-to-date with HDFC Life's insurance products, features, and benefits to provide accurate information to customers. Compliance: Ensure adherence to all regulatory requirements, company policies, and sales processes. Preferred candidate profile 1. Minimum 1 year of sales experience in the insurance industry or a related field. 2. Proven sales track record, with a consistent achievement of sales targets. 3. Excellent communication and interpersonal skills, with the ability to engage with customers and build strong relationships. 4. Strong product knowledge and understanding of insurance products and concepts. 5. Ability to work in a fast-paced environment and adapt to changing circumstances. Perks and benefits 1. Competitive salary and incentives. 2. Opportunities for career growth and development. 3. Comprehensive training programs to enhance sales skills and product knowledge. 4. Recognition and rewards for outstanding performance. If you are a motivated and results-driven sales professional looking for a challenging and rewarding role, please apply with your resume. Role: Relationship Manager Industry Type: Insurance Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Role & responsibilities: Achieve Sales Targets: Meet or exceed monthly and annual sales targets by selling HDFC Life insurance products through direct sales channels . Field Sales: Engage in field sales activities, including meeting potential customers, understanding their insurance needs, and providing tailored solutions. Customer Relationship Management: Build and maintain strong relationships with customers to ensure customer satisfaction and loyalty. Product Knowledge: Stay up-to-date with HDFC Life's insurance products, features, and benefits to provide accurate information to customers. Compliance: Ensure adherence to all regulatory requirements, company policies, and sales processes. Preferred candidate profile 1. Minimum 1 year of sales experience in the insurance industry or a related field. 2. Proven sales track record, with a consistent achievement of sales targets. 3. Excellent communication and interpersonal skills, with the ability to engage with customers and build strong relationships. 4. Strong product knowledge and understanding of insurance products and concepts. 5. Ability to work in a fast-paced environment and adapt to changing circumstances. Perks and benefits 1. Competitive salary and incentives. 2. Opportunities for career growth and development. 3. Comprehensive training programs to enhance sales skills and product knowledge. 4. Recognition and rewards for outstanding performance. If you are a motivated and results-driven sales professional looking for a challenging and rewarding role, please apply with your resume. Role: Relationship Manager Industry Type: Insurance Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Role & responsibilities Drive CASA (Current Account and Savings Account) acquisition through direct and indirect channels. Lead a team of Assistant Acquisition Managers and ensure achievement of monthly and quarterly sales targets. Develop and execute strategic plans to increase CASA penetration in the assigned territory. Build and maintain strong relationships with high-value clients and business partners. Monitor market trends and competitor activities to identify new opportunities. Ensure compliance with bank policies and regulatory guidelines during customer onboarding. Conduct regular training and mentoring sessions for the sales team to enhance productivity and product knowledge. Collaborate with branch operations and cross-functional teams to ensure seamless customer experience. Generate MIS reports and provide insights to senior management on sales performance and customer feedback. Preferred candidate profile BFSI/Banking Experience: Currently working as a Sales Manager or in an equivalent role with 3 to 6 years of experience in CASA or retail banking sales. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Capable of leading a team and working independently.

Role & responsibilities Preferred candidate profile

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

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

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 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience/Casa sales/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

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 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience/Casa sales/Bank channel/Broking channel/NBFC Channel/branch banking/any sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

acquiring new customers for the bank's CASA products, building relationships, and achieving sales targets identifying potential clients Call / Whatsapp : +918297071110 / Prathyushan@livecjobs.com *JOBs IN: Karnataka/AP/Telangana/Kerala/TamilNadu Required Candidate profile Customer Acquisition Relationship Building Sales Target Achievement Product Knowledge Account Opening & Onboarding Cross-selling Customer Relationship Management

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Pan India/ Durgapur, Darjeeling, Jalpaiguri. Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Priti Saha Send your resumes to contact number - 9220507874 or Email - pritisaha@policybazaar.com

Role & responsibilities Job Title: Relationship Manager (Field Sales Executive) Location: Pan India(Indore, Banglore, Chennai, Agra, Ludhiana, Goa) Company: Policy Bazaar Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales. Strong communication and networking skills Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions Need-Based Selling: Ensure appropriate solutions through a structured selling model Upselling & Cross-Selling: Maximize revenue through existing customer base Post-Sales Service: Resolve queries and ensure timely policy issuance Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies Sales Forecasting: Design and evaluate innovative sales strategies Database Management: Maintain and grow your customer database in your designated territory ISMS Compliance: Follow security protocols to safeguard customer and company data. Perks and Benefits: Unlimited Incentives Travel Allowance Medical Insurance Attractive Salary Package Join Policy Bazaar to grow your career in insurance sales with strong incentives and nationwide opportunities. Send your CV at priyankaprasad@policybazaar.com or Connect at 9220507161 .

Must be Graduate Minimum 6 months of experience in sales is required Fresher can also apply MBA Freshers are welcome Banking sales experience preferred Bike is mandatory Open for field work Share CV to @HR Anya 9335477725

Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR kavita 9318460257