2477 Casa Sales Jobs - Page 2

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.

Candidate Should Have Good Communication Skills Candidate Should Have Min 1 Year Sales Experience Build Good Relationship With HDFC Bank RM Making Outbound Call HDFC Bank RM Will Provide Customers Lead Candidates Can Call @HR kavita 9318460257

6 months Experience is mandatory Candidate should have bike and License Must have good Communication Candidate Must Interested For field sales and Home loan Interested plz call HR Mansi 8595586162

We’re Hiring for AM & SO Min 6 Months BFSI & Insurance Sales Exp Excellent Communication Skills Build Strong Relations with Bank Make Outbound Calls | Leads Provided by Bank RM Open to field work (Travel) Share CV To @HR Anya 9335477725

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

We have a opening for HDFC Sales for "Relationship Officer" position. Any financial services background candidates can apply here. Freshers with graduation and those are willing for giving a kick start to their career in banking sales can apply.

BUSINESS DEVELOPMENT MANAGER EMERGING CORPORATES Job Description Acquiring of Current Account Customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high - quality of current account 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 analyzing transaction banking needs of the customers. Assist and support the Area Sales Manager in the catchment mapping and scoping exercise. Provide regular feedback to Area Sales Manager on opportunities and customer needs Ensure quality sourcing in line with the Bank policy Preferred candidate profile 2-7 years of experience in BFSI. Candidates from other industries having flair for open market sales are welcome. Salary as per industrial norms.

Promote and sell life insurance policies to prospective clients through direct channels. Understand client needs and recommend suitable insurance products. Build and maintain relationships with clints to ensure customer satisfaction and retention. Providing excellent customer service by addressing clints inquiries and resolving any issues. Meet and exceed sales targets and contribute to the overall growth of the organization . Stay updated with industry trends ,product knowledge, and regulatory requirements.

Identify and acquire new customers through field visits, cold calling, and references. Promote and sell retail banking products such as savings/current accounts, personal loans, fixed deposits, credit cards, and insurance. Achieve monthly and quarterly sales targets as assigned. Maintain a database of existing and prospective customers. Cross-sell appropriate products to existing clients to maximize revenue. Ensure KYC compliance and proper documentation. Participate in promotional activities and customer engagement initiatives. Provide excellent customer service and resolve queries in a timely manner. Prepare and submit daily/weekly sales reports to the Branch Manager.

Before Apply, Read the below details carefully. INTERVIEW - State Bank Of India - Credit Cards Departments WALK- IN INTERVIEW HALDWANI 26 April- SATURADAY Working City - Mumbai, Navi Mumbai and Thane ROLE Responsibility = Branch Relationship Executive ( Branch Working ) Make Credit Cards Walk-In Branch Customers ( Easy Work Process Training will Provide) FIX Salary 15K to 22k NTH + Benefits PF,MED,INSU, Incentive Upto 50K Interview will not happen without booking interview appointment For Interview WhatsApp your resume 8169263131 NOTE NO MONEY FOR JOB COME IN FORMAL DRESS With CV & ALL DOC Gradute to PG Age 18 to 35 Keep Share All Friend's HR Rajiv Paswan

Required Min 6 month sales experience in (Bfsi) Age upto 35 Location- Kota,Nasirabad,Udaipur,BADSHAHPUR,SOLAN,Jaipur 2,Banga, SHIVALA BAGH AMRITSAR,DWARKA,Gujranwala(Delhi),PUNJABI BAGH,Orai,Kanpur, AKBARPUR,Sultanpur,Vrindavan,Gorakhpur,Basti,

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Client Servicing Required Candidate profile Good interpersonal and communication skills Knowledge of CASA sales and marketing Preference to Banking industry candidates Relocation candidates can also apply

Roles & Responsibilities: Acquisition of NTB Current / Savings 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 Kindly walkin to the below mentioned location on 2nd Aug: IDFC First Bank : Adyar Branch : Ground Floor, Premises No 23 Amal Daz Heights Adyar Bridge Road, Adyar, chennai 600020.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. 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. Interested candidate can share there details on given mail id and number Mail-siddhesh.bhor.ext@yesbank.in No-+917738474256

Urgent Vacancy Agency channel Designation:- Unit Manager Exp :- Min :-1-3 Year exp In life insurance sales, any sales exp , Banking sales, Casa sales, Agency sales Ctc- 5 LPA+2500 Travelling allowances per month +Incentive contact :- Hr 9325687615 Required Candidate profile Any sales Candidate, Life insurance, Health insurance, General insurance, Banking sales, Casa sales, Loan sales Agency, Direct, Banca, cross sales

1. Visit corporate offices to promote credit card products and services under the Corporate Salary Program. 2. Build relationships with key decision-makers, including HR and Finance teams. 3. Identify and pursue new business opportunities to drive sales growth. 4. Conduct product presentations and demonstrations to showcase the benefits of our credit card products. 5. Negotiate and close deals with corporate clients. 6. Ensure timely and accurate submission of sales reports and other performance metrics. 7. Collaborate with internal stakeholders, including product and operations teams, to ensure seamless delivery of credit card products and services.Role & responsibilities

Post : Business Developement Manager • Managing the Banca sales through assigned Bank Branch • The candidate has to handle tie-up banks • To Close The leads Provided By the Company • Handle the walk-in customer • Do Cross Selling Products Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Field Sales / Banking / Finance / Insurance Sales • Good Communication skills • Age : 21 to 32 Years Call or WhatsApp : 78619 85887 HR Janak Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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 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. Requirements 1-2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis For More Details 7374848545- Neelam

Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required 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. 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.