6355 Casa Sales Jobs - Page 15

Generate New Business to the Bank by doing fresh Acquisition of CASA & other Banking products. Manage & sell Savings Account by conducting several marketing activities. Understand and analyse the customer needs Required Candidate profile Any UG/PG Education must Should be young & energetic with passion for sales Strong customer service orientation Work Experience: 1 - 5 years sales experience from Banking/Financial industry

Impact on the Business / Function Achieve new business premium as per AOP targets rolled out by Sales Planning and as per defined SFM on M-O-M and YTD basis Achieve given Product Mix target Achieve Customer Retention targets for the portfolio Achieve targets as prescribed for Branch/LBS activation of the bank Ensure timely PFR reporting and NIL PFR pending Ensure Customer Complaints Achieve defined metrics as per Sales Force Management process/guidelines Consistently engage with and follow up on leads provided to support customer relationships effectively 2 Customers / Stakeholders Provide support to Branch Manager at the ground level. Make joint Field calls and motivate them to achieve targ...

ERSONAL BANKER Role & responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Preferred candidate profile 0-2 years of relevant banking experience Graduation/Post Gra...

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...

Key Responsibilities : 1. To acquire New to Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products like CASA, Debit/Credit cards, Insurance & Asset products. 5. Finding new customers from open market by travelling within the local area/branch allotted. Work Experience : 1+ Years Sales experience in banking products Candidates from other industries having flair for open market sales are welcome. Job Location : Across Bangalore Career Path : Well defined career path with an opportunity to have fast care...

Walk-in Interview Job Name : Branch Sales Officer-Retail Branch Banking Location : 186, Mahatma Gandhi Road, Haridevpur , Kolkata-700082 Interview date -30-10-2025 Contuct Number - 8910968350 Time 11.00AM - 2.00 PM Job Purpose: Sourcing Business- Solely responsible to source business through open market Need to create 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 ...

Role & responsibilities Acquire new premium customers (HNI/affluent segment) through direct sourcing, references, and marketing initiatives. Drive acquisition of liability products such as Current Accounts, Savings Accounts, and Term Deposits. Cross-sell a range of banking products including investments, insurance, credit cards, and loans. Build and maintain long-term relationships with clients to enhance wallet share and ensure customer satisfaction. Achieve monthly and quarterly business targets for acquisition, balances, and cross-sell. Conduct client profiling to identify financial needs and recommend suitable products. Ensure KYC compliance and adherence to all regulatory and internal p...

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by our client

Job Description : Sales Manager- Team handling Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance sales • Age : 23 to 37 YEARS • Must be local from city Perks and benefits WhatsApp HR Shweta : 6352491005

Personal Banker CASA Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts o...

Responsibilities: * Close gold loan deals with customers * Meet sales targets through effective fieldwork * Maintain customer relationships * Generate leads through credit card sales and casa visits

We have openings in ICICI prudential life insurance for banca channel Ctc depends upon total experience after graduation Age max -30 Graduation required orange.chd.nidhi@gmail.com 7018514644

As a Relationship Manager, you will have the opportunity to connect with the banks high-value customers and provide comprehensive banking solutions. Opportunity to connect with existing customers of the bank to provide them support on products or other requirements. Your role involves fostering and deepening customer relationships by offering tailored, fair, and effective financial solutions that align with their evolving needs. Through exceptional service as a single point of contact, you will play a key role in positioning Jana Bank as the preferred choice for customers. Engage with customers throughout their journey and provide tailored products and services that align with their financia...

As a Relationship Manager, you will have the opportunity to connect with the banks high-value customers and provide comprehensive banking solutions. Opportunity to connect with existing customers of the bank to provide them support on products or other requirements. Your role involves fostering and deepening customer relationships by offering tailored, fair, and effective financial solutions that align with their evolving needs. Through exceptional service as a single point of contact, you will play a key role in positioning Jana Bank as the preferred choice for customers. Engage with customers throughout their journey and provide tailored products and services that align with their financia...

Work Location: Ahmedabad & Indore Role: Business Development Executive (BDE)/ Business Development Manager (BDM) Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in...

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Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 1 Year - 3 Years of sales experience (BFSI/field sales preferred). Freshers are also welcomed who are interested for sales. Strong communication & interpersonal skills. Target-driven with ability to work ...

Duties &Responsibilities Primary Responsibilities: Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. For further apply for the positions send your resume on my mail id rishita.o3hire@gmail.com

Role & Responsibilities: Responsible for acquisition of new Current Account (CA) customers from the open market, SME segment, and business clients. Conduct market visits, cold calls, and business area mapping to identify and convert potential leads. Achieve defined monthly and quarterly acquisition, balance, and revenue targets. Generate and maintain a healthy pipeline of prospective clients through references and networking. Conduct customer meetings, explain banking products, and handle onboarding, documentation, and KYC compliance. Build and nurture long-term relationships with customers to ensure retention and portfolio growth. Cross-sell other banking products such as Fixed Deposits, Re...

Candidate needs to be comfortable with outside meetings Candidate needs to have two-wheeler Candidate needs to have two-wheeler Candidates will work with agents to sell life insurance Interested candidates can call/whatsapp CV to HR Varun- 9310054306

Key Responsibilities: Acquire new customers for Current Account products Drive high-quality customer engagement Cross-sell banking products based on customer needs Ensure compliance and maintain high service standards

Candidate needs to have sales experience Candidate needs to have two-wheeler Candidate needs to be comfortable with outside sales Interested candidates can call/whatsapp CV to Hr- khushi @9773657052

Key Responsibilities: - Identify potential customers and develop strategies to acquire new current account relationships - Build and maintain relationships with existing and potential customers through regular communication and excellent customer service - Conduct market research and analysis to identify new business opportunities - Meet and exceed sales targets set by the management - Collaborate with other departments to ensure smooth onboarding of new customers - Stay updated with industry trends and competitors' activities to develop effective sales strategies - Provide timely and accurate reports on sales activities and customer feedback

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

Handle the walk-in customer Maintain the relationship with colleagues Take a followed up of given lead To manage the sales of the bank. Giving support and motivation to generate the business. Providing financial services to clients. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 YRS of BFSI Sale / Banking / Finance / Insurance • Age : 22 to 37 YRS (Fresher's can't apply)