4355 Casa Sales Jobs - Page 12

Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive ap...

Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive ap...

Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive ap...

Key Responsibilities: This is an individual contributor role. Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by liasoning with the Bank team. To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority. Product and after sales support to the Bank team for handling customer queries and escalations if any. To meet the KYC guidelines by checking all the KYC related documents from the customers. Skill Set: Good Communicator Customer Service Orientation Interpersonal Skills Confident & positive ap...

Manage & grow HNI clients | Wealth Products: MF, Insurance, Investments Min 2 yrs Wealth/RM Exp (Banking/BFSI) | Graduate | NISM/AMFI+ preferred Apply Now (Free Placement): | Sanika: 9082104424 | Prajwal: 8850266500 www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Opening - All chhattisgarh About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non- salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role : Officer Sales are a part of the Bank front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on...

Share CV at aditya3.dubey@axisbank.com About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering banks products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer...

Job Title-Personal Banker Classic Business Unit-Retail Branch Banking Role Type-Individual Role (Incentive Based) Job Description Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience. Conduct frequent fie...

Position: Relationship Manager - HNI Location: PAN India About Policybazaar: As Indias largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users. With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and financial protection. Our platform facilitates millions of insurance inquir...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Roles and Responsibilities Increase deposits from corporate customers. Establish and deliver high standards of service. Achieve progressive cross-selling targets for non-deposit products, including mutual funds (MF) and insurance products. Generate fee income through various channels. Ensure compliance with all regulatory requirements. Primarily focus on B2B sales, catering to existing corporate salary customers and acquiring new ones. Acquire new corporate relationships and oversee a portfolio of assigned corporates. Maintain the highest level of relationship with corporate clients and key decision-makers (KDMs). Develop new business from existing clients and actively seek new cross-sell op...

New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams Required Candidate profile Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language

Greetings from ICICI Lombard General Insurance Co. Ltd.!! ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a legacy of over 2 decades, ICICI Lombard is committed to customer centricity with its brand philosophy of Nibhaye Vaade. The company has issued over 37.6 million policies, over 3.2 million claims processed and has a Gross Written Premium (GWP) of 282.58 billion for the year ended March 31, 2025. ICICI Lombard has 328 branches and 15,123 em...

Excellent opportunity with Axis Bank in govt NPS team in direct sales at Vadodara, Kolkata & Bhubaneswar under Banks payroll with attractive incentive Scheme and other extra benefits . It's a mandatory product so no aggressive push is required. Age upto 30 years , salary up 4.7lakhs CTC. You can share your resume - abhisek1.dey@axisbank.com | Contact - 9903052218

Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management by not kee...

To introduce & acquire new CA/CASA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping ...

Dear Aspirant, Chola MS General Insurance Company is hiring Agency Sales Managers across Karnataka in the following location: Bangalore. Preferred Candidate Profile Passionate about sales with 1 to 6 years of experience in any sales industry Roles & Responsibilities Recruit and build a team of Financial Advisors (part-time associates). Train, guide, and provide knowledge about Motor Insurance products. Drive Motor Insurance business through the Financial Advisor network. Salary & Benefits Fixed CTC: 4.20 LPA Monthly Conveyance Allowance: 4,000/- Attractive Monthly Incentives Regards Christin Joseph HR Team - Chola MS General Insurance Company Ltd Bangalore - Karnataka9483323576 - Call me or ...

Only Female Candidates can apply . Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene...

Only for Female candidate Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome...

Urgently Hiring Position: Relationship Manager Product: Home Loan & LAP Location: Chennai Interested candidate can share there resume by mail & Whatsapp hr10@worldotalent.com & 9915616882

Role/ Job Title: Associate Manager-Acquisition (CASA)-Sales Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer a...

Date : 17th September(Wednesday) Time : 10:30am-1:00pm Location : HDFC Bank, Ground Floor, First floor, 302/30, Sanjay Colony, Medical Mod, Rohtak. Open Job Roles : Branch Manager, Teller/WD, PB Classic, PRM, IRM, Authorizer, BSM, CARM Job Description-PB Classic: Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients Address a...

Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management by not kee...

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non- salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role : Officer Sales are a part of the Bank front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also...

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus