2477 Casa Sales Jobs - Page 20

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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Siddhesh Bhor Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 7738474256

Generate leads through direct marketing, field visits, and relationship management. Meet prospective customers and explain HDFC's home loan products. Achieve monthly sales targets for home loans and related financial products. Managing Sales of HL 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) 2.Open for travelling 3.Candidate must have good communication skills

Role & responsibilities Preferred candidate profile

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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Siddhesh Bhor Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 7738474256

Source home loan and loan against property (LAP) leads via open market— DST, brokers, builders, and property advisors Build and manage relationships with connecters and referral partners, and develop your own network Achieve monthly sales targets Required Candidate profile 1 year of 4 years experience in NBFC or banking sectors in home loans, mortgage loans, or LAP, particularly in the DSA channel Knowledge of housing finance products Open Market - Field sales

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, DSA, 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.Sourcing business through open market.

Positions : Relationship Manager (RM) Walk-In date: 24th & 25th July 2025 (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 122/5, Bharathiar Salai, Cantonment, Tiruchirapalli - 620001 Contact Person: Thirunavukkarasu R (BM) Job Role : To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Making cold calls from open market to attract potential customers and acquiring new Current Account & Savings Account (Specifically for sales profile) Achieve sales targets and operational aspects as assigned by the organization on a monthly basis Candidates must be graduate and good at basic communication and drafting conversations Must be from sales background preferably from Banking Industry Eligibility Criteria : Age must be within 37 years for RM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

1.Selling Current Account and Saving Accounts to new customers. 2. Conducting marketing activities and travel locally to meet new customers as a daily activity. 3. Contacting existing customers for more deposits and cross selling of more products. Sales incentives

harshavardhini.v@dvarakgfs.com | 9150967111 Role: Wealth Manager Looking for Sales officer (0–4 yrs) to sell LAP, Business & Enterprise Loans. Age 18–28 yrs. Fresher/ Experience Strong communication & field sales skills preferred.

Positions : Relationship Manager (RM) Walk-In date: 23rd & 24th July 2025 (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 122/5, Bharathiar Salai, Cantonment, Tiruchirapalli - 620001 Contact Person: Mohammed Yasin N (BM) Job Role : To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Making cold calls from open market to attract potential customers and acquiring new Current Account & Savings Account (Specifically for sales profile) Achieve sales targets and operational aspects as assigned by the organization on a monthly basis Candidates must be graduate and good at basic communication and drafting conversations Must be from sales background preferably from Banking Industry Eligibility Criteria : Age must be within 37 years for RM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Komal Pawaskar Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 9892273274

As a Personal Banker at our MNC-based company in Mumbai/Pune MH, you will be responsible for managing and growing the CASA (Current Account & Savings Account) portfolio. With 1-3 years of experience in the field, you will play a crucial role in driving CASA sales and expanding our retail liabilities business. This is a full-time position based in Mumbai/Pune MH. Your key skills should include expertise in Personal Banking, CASA Sales, and Field Sales. You will be part of a dynamic team focused on delivering exceptional service to our customers and achieving business targets. If you are passionate about banking and possess the required skills, we invite you to share your updated CV with Sharmila at sharmila@liveconnections.in. Join us in this exciting opportunity to make a difference in the world of retail banking.,

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 exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank

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

Hello, We are Hiring for SBI Life Insurance / Max Life Insurance / Kotak Life Insurance /Bharti Axa CHANNEL : DIRECT CHANNEL Job Location -Pan India CTC-3.5LPA Experience - minimum 2.5 to 3 yrs experience in field sales any sector but if (BFSI) sector so selection chances to high Qualification - Graduation Age - 26 - 40 years Benefits Unlimited Incentives 2 to 5 Lac Mediclaim 3 Lac Credit Card Kindly share updated resume Call Hr. Rishika 9175682385 or send a mail on rishika@willpowerconsultants.in You may also send references if any

Good Communication Skills In Hindi + English Candidate Should Have Minimum 6 Months Experience in Sales Candidate Should have Own Bike Home Loan Sales Immediate Joiner Candidates Can Call @HR Sonal - 8210764603

Current account / savings account acquisition - CASA Sales Manage customer relations with existing Current Account /savings account customers to increase the depth of existing relationships Achieve sales targets on a monthly basis Cross sales all Banking products including TPP-Li/Gi/Hi/SIP/PMS/bonds Customer Service Preferred candidate profile Graduate with 1 year of experience in acquisition of current and saving accounts in a bank Should have good understanding of the local geography & good networking in the local area INDIVIDUALS CURRENTLY WORKING IN BANK CAN APPLY ONLY. Regards, Sandipa D 7980475998

Good Communication Skills In Hindi + English Candidate Should Have Minimum 6 Months Experience in Sales Candidate Should have Own Bike Home Loan Sales Immediate Joiner Candidates Can Call @HR Mansi - 8595586162

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's 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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.

Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Location: Mulund, Powai, Andheri, Kandivali, Borivali,Goregaon

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's 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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.

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's 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 responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.

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

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.

Graduated & MBA Fresher Are welcome Candidate should have knowledge of Banking Products. Candidate should have bike and License . Interested call @ HR Puja- 8295041955