2477 Casa Sales Jobs - Page 21

Relationship Manager (RM)–Royale CASA & CA/Platinum RM Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

Greetings from Kotak Life Insurance!! We are Currently hiring For a Relationship Manager In our Direct Marketing Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.muskaan-biswas@kotak.com or call on 9730268028 Location: Mumbai, Thane Role & responsibilities - Convert leads and generate business through leads shared by the organization - Visit potential customers for new business - Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management - Keep database current and accurate with: target customer, current customer and future customer - Ensuring that business targets are met month on month - Working on pre-fixed appointments. Preferred candidate profile Perks and Benefits Qualification - Any Graduate Perks and benefits - High Earning potential through Incentives as well as BDAs (business Development Allowance) - Defined Career Growth path - Fast track promotion on completion of Goal Sheet - Regular Skill enhancement programs This is 100% Field Sales work

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

Designation : Business Development Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Education : Any Graduate • Must have 2 YRS of experience Any Sale / Banking / Finance / Insurance • Good Communication skills

Relationship Manager - BRANCH BANKING - Branch Banking Lucknow Job Description Relationship Manager - BRANCH BANKING - Branch Banking JOB DESCRIPTION JOB ROLE : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. • Cross sells bank products to existing set of Branch customers which are mapped. • Informs customers of new products or product enhancements to further expand the banking relationship. • Plans and conducts special sales initiatives and events for prospective and existing clients. • Coordinates with other group companies to provide seamless access to other products. • Maintains complete relationship record for assigned customer accounts. • Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: • Graduate - 3 -5 years of experience • Post Graduate - 2 -3 years of experience • Customer orientation High energy and drive AMFI / IRDA certified is preferred Role & responsibilities We are hiring for Multiple Role : Acquisition Manager Sales Manager Relationship Manager Kotak Mahindra Bank, Rohtas Summit tower Gomti Nagar,Lucknow 226016.

Any Banca Exp Candidate Can Apply Minimum 1 yrs of Exp Required in Banca Channel And Freshers Can apply too Candidates Preferred from Banca Channel Any Graduate Interested Candidates Contact - 09582248523

Greetings from Axis Bank!! Location-Pune,Mumbai,Nagpur,Nahsik,Dhule,Chandrapur,Ahemdnagar,solapur Role & responsibilities Selling of banks and third party products to new customers. Acquiring new accounts (Current and Savings) from branch catchment area/ open marketing through field visit Quality sourcing of salary accounts from corporates Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Note-Bike & licence are compulsory Career Path: Sales Officer to Sales Officer 1 (Fast Track Growth) to AM Sales to Sales Manager Work Experience: Fresher & Maximum 3 yrs experience (Any field Sales or banking sales ) NOTE: -Bike & licence are compulsory Intrested candiadtes send me resume or refre your friends 9307753865

*We Are Hiring for Sales Manager Biggest Banking Company* Job Title: CASA Sales Manager Department: Retail Banking / Liabilities Location: [Insert Location] Reports To: Vertical Head *Job Purpose:* To lead a team of sales executives or officers in acquiring new CASA (Current Account and Savings Account) customers, deepen existing relationships, and drive overall growth in the retail liabilities portfolio. *Key Responsibilities:* Sales & Business Development: Drive CASA acquisition through direct and indirect sales channels. Develop strategies to increase branch CASA book size. Achieve monthly/quarterly sales targets for CASA accounts and cross-selling products (e.g., term deposits, debit cards). *Team Management:* Manage a team of CASA Sales Officers/Executives. Monitor and guide team performance through regular reviews and field support. Motivate and coach the team to achieve individual and group targets. *Market Intelligence:* Conduct market research to identify new opportunities and customer needs. Monitor competitor activity and recommend counter-strategies. *Customer Relationship Management:* Ensure high levels of customer service and satisfaction. Resolve customer queries, complaints, and issues effectively and efficiently. *Compliance & Reporting:* Ensure adherence to all regulatory and bank guidelines. Maintain accurate records and reports related to CASA sales, customer interactions, and market feedback. *Key Skills & Competencies:* Strong leadership and people management skills Excellent communication and interpersonal skills Sales planning and forecasting ability Customer-focused mindset Strong understanding of banking products and compliance requirements *Qualifications:* Graduate/Postgraduate in Business Administration, Finance, or related field Minimum 25 years of experience in Team Handling in retail banking sales, preferably with CASA products Prior experience in team handling roles is preferred *Salary & Benefits:- 4.5 LPA to 5 LPA* [Insert details based on your organization’s policy] Performance-based incentives Travel allowance (if applicable) Insurance and retirement benefits & PF. *Aman@innov.in* *@8307237705.*

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 2700+ branches 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: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction. Key Skills: Communication : Excellent verbal and written communications skills for interacting with team members and customers Sales and negotiation : Strong negotiation skills to close deals and meet targets Customer Service: Ensuring that the sales team provides excellent customer service and addresses customer inquiries and complaints effectively Problem Solving: Identifying issues and developing effective solutions to overcame obstacles Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector 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 High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment.

Job RequirementsRole/ Job Title: Deputy Manager-Acquisition (Current Account) 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. Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area. Ensuring high quality of customer acquisition in terms of constitution, product and segment mix. On-boarding and activating customers on digital platforms. Assist Senior Sales Manager in catchment mapping and branch scoping exercises. Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities. Ensuring adherence to sales compliance and SOPs defined by the organization. Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations. Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility . Working on key central Initiatives and seeking regular referrals from existing customers. Collaborating with other team members and support functions to provide products and service offerings to customers. Education Qualification: Graduation: Any Graduate Experience: 1-5 years of relevant experience. I Preferred candidate profile

Urgent Vacancy for Bancassurance CTC:-3.5 LPA Max Experience: 1 Year (Banca experience) ,Life Insurance,Health Insurance Sales Contact Person:-HR Snehal:8788255050

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.

FRESHERS HIRING IN PRIVATE BANK!!!!! Field Sales Officer are a part of the Bank's front-line sales team and sell bank’s products to new customers. Sales orientation to meet sales targets consistently Ready to travel locally on a daily bases. Required Candidate profile Experience: 0 months to 6 months Age: 21 to 28 years Bike & license are Compulsory Salary - Rs.18000 (Up to 50000 performance based allowance) Benefits - Provident Fund, insurance and Gratuity and

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.

This is to inform you that we have openings for Agency Development Manager profile for Pan India. Experience we required who have experience in Field Sales with minimum 5 years experience. The Agency Development Manager will be responsible for day-to-day tasks associated with developing and managing the company's agency distribution channel, driving growth, and ensuring customer satisfaction * BENEFITS * Unlimited Incentives: Upon the advisors and also depending on the business achieved. 2 To 5 Lac Mediclaim 3 Lac Credit Card Pre Approved Loan (for Self & Family) Interested please share me your updated resume and also if you have good references so do refer.

we are hiring for pan India locations we are hiring for agency channel the Business Development Manager will be responsible for day-to-day tasks associated with developing and managing the company's agency distribution channel, driving growth, and ensuring customer satisfaction. experience we required who have experience in field sales with minimum 5 years experience. the candidate would be required to full fill the following role: identifying new business opportunities building and nurturing client relationships Benefits: unlimited incentives 2 TO 5 Lac Mediclaim 3 Lac Credit Card Pre Approved Loan (for Self & Family)

Exciting opportunities with Bharti Axa Life Insurance Channel: Agency & Direct Vertical Company - Bharti Axa Life Insurance Location: Kolkata - Kakurgachi / Chowringhee Experience - Min 2 - 3 Years of Experience Age - up to 38 years Role & responsibilities : Agency Channel- Sales Recruit & activate life insurance agents. Set & track agent sales targets. Coach agents via field visits & training coordination. Conduct review meetings & motivate the team. Ensure agent licensing & compliance. Build customer relationships through events & outreach. Direct Channel- Sales Directly sell life insurance to customers. Generate leads via fieldwork & cold calling. Meet sales targets through personal selling. Maintain follow-up, documentation & customer service. Report to Branch Sales Manager regularly. Preferred candidate profile 2+ years in BFSI industry Experience in Life Insurance would be an added advantage. Ability to motivate and drive performance Proficiency in local market understanding and networking If anyone interested, Please share your updated CV to the following email id or contact number.: Email id - moksha.patnala.ext@bhartiaxa.com Contact No - 8788062280 - Moksha Patnala

We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

Role & responsibilities Job Title: Relationship Manager (Field Sales Executive) Location: Pan India 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 .

Roles and Responsibilities Manage branch acquisition activities, including identifying potential targets, developing business cases, and negotiating deals. Develop and execute strategies to increase current account penetration, cross-sell third-party products, and drive retail liability growth. Collaborate with internal stakeholders to ensure seamless integration of new branches into the bank's operations. Analyze market trends and competitor activity to inform acquisition decisions. Ensure compliance with regulatory requirements throughout the entire process.

WALKIN DRIVE AT GURGAON SECTOR 15 BRANCH. Hiring for Agency Development Manager in Max Life Insurance Co. Ltd Criteria Graduate. with 2 Years in any field Sales. CTC: 3 Lakhs To 4 Lakh + Incentives + World Class Training (3 STAR Properties) Job Description Recruiting New Financial Advisor & Agency Associate Partner. Responsible for clearing the exam of IC33. Making new license for the company. Providing product knowledge. Responsible for training to Financial Advisor. Train, motivate & mentor the sales team. To ensure the fulfillment of budgetary expectations of the organization. Eligibility: Any Graduate/ MBA can apply for this position. A person with sales experience is required. Contact: Surbhi- 8448804875surbhi.choudhary@maxlifeinsurance.com

1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Responsible to follow all process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately as applicable 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Must be thorough with banking processes, regulations & guidelines across retail products. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets

Roles and Responsibilities Manage HNI client relationships through effective communication, understanding their needs, and providing tailored solutions. Identify new business opportunities by acquiring new clients and expanding existing ones' portfolios. Develop strong relationships with third-party product providers to offer relevant products to customers. Oversee branch banking operations, including current account management, saving account services, and portfolio management. Ensure high levels of customer satisfaction through excellent service delivery.

Role & responsibilities Job Purpose • To deliver exceptional volume and revenue performance by acquiring and engaging with clients having an AUM => INR 1 million through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of Bank products and services. • To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with Bank Service and Distribution and Product team Key Accountabilities • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with Bankthrough lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold Bank service standards. • Ensure internal and regulatory compliance through strict adherence to Bank sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Skillventory is mandated to hire for the role of Branch Relationship Manager with a leading Small Finance Bank. Job Title -Branch Relationship Manager Location : #Mumbai, #Pune, #Nagpur, #Ahmedabad, #Rajkot, #Surat, #Bangalore, #Hyderabad, #Chennai, #Coimbatore, #Salem, #Madurai, #Thanjavur, #Delhi, #Faridabad, #Gurgaon, #Sirsa, #Amritsar, #Udaipur, #Raipur, #Korba, #Bhopal Minimum 2 years of experience as a BRM in liabilities, branch banking. Job description: We are looking for a highly skilled and experienced Branch Relationship Manager to join Leading Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Minimum 2 years of experience in liabilities, branch banking, or related fields. Strong knowledge of BFSI industry and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is preferred. #Chembur, #ThaneGhodbanderRoad, #Malad, #IndrayaniNagarPune, #KalyaniNagar, #ShankarNagar, #Maninagar, #Surendranagar, #UdhnaDarwaja, #HSRLayout, #Yelahanka, #Kasturinagar, #KukkatpallyKPHB, #TNagar, #Madipakkam, #Saligramam, #Mogappair, #AshokNagarChennai, #Parrys, #KKNagarChennai, #Purasawakkam, #WestMambalam, #TrichyRoad, #100FeetRoad, #RamakrishnaRoadSalem, #KamarajarSalai, #Simmakkal, #Thanjavur, #ThillaiNagar, #FaridabadMainMarket, #Kalkaji, #OldGurgaon, #ConnaughtPlace, #KarolBagh, #RajouriGarden, #Sirsa, #Amritsar, #Dwaraka, #PaschimVihar, #Udaipur, #Korba, #MPNagar, #JubileeHills, #MylaporeVARoad, #Whitefield #BRM #brm #branchrelationshipmanager #branch_banking #casa #bankjobs