2477 Casa Sales Jobs - Page 22

Candidate - Min 6 Months Sales/Good Communication Skills Build Good Relationship With Branch Staff Handling Walking Customers Ready to Visit Field If required HR kavita 9318460257 Bancassurance Manager Industry - Insurance Education :- graduate

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) and Retail Liabilities customers. Identify new business opportunities through cross-selling and upselling strategies. Develop strong relationships with existing clients to increase customer satisfaction and retention. Meet sales targets by acquiring new HNI customers and growing the portfolio. Collaborate with internal teams to resolve client issues and improve overall service delivery. Desired Candidate Profile 1-6 years of experience in banking sales, preferably in HNI acquisition, retail liabilities, or portfolio management. Strong understanding of Casa Sales, Acquisition, CASA Acquisition, HNI Sales, Cross Selling, and Retail Liabilities products. Excellent communication skills for building rapport with high net worth individuals. Ability to work independently with minimal supervision while meeting tight deadlines.

Generate New Business for the Bank by doing fresh Acquisition of CASA & other Banking products. Manage and sell Savings Accounts by conducting several marketing activities Extend p Contact - HR Tamilmani 8148439052 Required Candidate profile minimum 1 year to 6 Years experience in Banking Sales Immediate joiner preferred good communication skill

Designation: Relationship Manager Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Job Purpose: To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company. Interview Mode : Face to Face Interview Interview Date : 15/07/2025 to 16/07/2025 Time : 10.30 AM to 5 PM Interview Venue : No 306/245, 2nd Floor, Ram Arcade, Avvai Shanmugham Salai, Ganapathy Colony, Gopalapuram, Chennai, Tamil Nadu 600086 Meeting person - Vijay Balajee - Area Sales Head Gnanaprakash and Anand Karthik - Branch Manager Thanks & Regards V Logeshwari Mail ID : v.logeshwari@edelweisslife.in Human Resource

Role & responsibilities Preferred candidate profile Role: RO/SRO/ERO/SM Designation: RO/SRO/ERO/SM Department/Function: SALES RETAIL- CANARA Career Level: 8/7 Direct Reporting: CBM & Above Matrix Reporting: # of Direct Reportees: NA #of indirect Reportees: NA Highest Education: Graduate| 10+2 education* Experience: Freshers, relevant sales experience Location: PAN India Hub/HO: Hub

We are looking for an experienced and result-driven Key Account Manager (KAM) to manage and grow relationships with our most important clients. The KAM will serve as the main point of contact, ensure client satisfaction, and drive account growth by offering tailored solutions that align with business needs.

We are hiring an energetic and target-driven Acquisition Manager to drive customer acquisition and generate new business. The role involves identifying potential clients, presenting company products/services, and converting leads into long-term customers. The ideal candidate should be confident, persuasive, and well-versed in field sales or client acquisition processes.

We are seeking a proactive and client-focused Relationship Manager to build and manage strong relationships with customers. The ideal candidate will be responsible for understanding client needs, offering tailored financial products/services, and ensuring high customer satisfaction while meeting sales and business targets.

Dear Candidate, Urgent opening with leading Bank. Designation : Aspire RM Location : Across Mumbai CTC : Upto 5-6 LPA 1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for Aspire relationships sourcing quality a/cs 7 Achieving CASA and Total Deposit targets set for the RM 8 Fee Revenue Fee revenue targets to be met by cross selling multiple product lines to all customers 9 Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed 10 Channel penetration like netbanking, mobile banking, Bill payments , SI registrations and ASBA setup Interested candidate can revert back with updated resume on qcnaukri2@gmail.com Any query can call Manisha - 9152859486

Urgent Vacancy Fresher Candidate in Health Insurance company Banca channel Exp: - 0-1 Year in Any sales, Life Insurance sales, health insurance sales Ctc :- 2 LPA+ Incentive +Bonus fresher good opportunity please share cv wp 9325687615

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

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 (insurance, credit card or loan sales will be Plus point) 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 & RESPONSIBILITIES : RELATIONSHIP MANAGER , RELTAIL BRANCH BANKING , LIABILTIES RESPONSIBLE : FOR MANAGINGRELATIONSHIP WITH HNI CLIENTS , ULTRA HNI PREFERBLE CANDIDATE PROFILE : EXPERIENCE : 4 - 6 YEARS AGE : UPTO 30 QUALIFICATION : AMFI CERTIFICATION

Role & responsibilities Should have Team handling experience Should have experience only in Open market sourcing (NO DSA profiles ) Can take candidates from Credit card sales , PL, CASA ,Business loan Local Market connect . • Recruitment of Sales Manager/Sales Officers, training & motivating them to generate business. • Ensure Productivity of Sales team. • Responsible for building a healthy & profitable portfolio • Ensuring superior customer experience and handling customer service in terms of collections, pre payments & other service concerns. • Keep track of collection and recovery and ensure delinquency remains below permissible limits.• Identifying potential market area for sourcing business. • MonitoringTarget and achieving assigned targets. • Abilityto create professional work culture that encourages enthusiasm & teamspirit • Toensure productivity metrics of sales officers & employee retention • Understandingof Credit Risk & managing portfolio • DrivingField Sales along with a Team of Sales Managers and Sales Officers • Managinga large team of 15 to 20 including Sales Managers and Sales Officers * • Minimum 3 to 5 years for experience in openMarket / Field Sales and marketing. • Team Handling experience of minimum 2 years • Sales Experience in PL / CC / CASA will bepreferred. Share your profile at Poonam.kanwar@hdbfs.com

GREETING FROM NAYAJOBS CONSULTING PVT LTD !!!! HIRING FOR A BANKING PROCESS IN DUBAI ( UAE ) SALES OFFICER (CREDIT CARDS / PERSONAL LOANS/AUTOLOANS / TELECOM SALES ) WORK LOCATION : UAE DUBAI SALARY : Minimum 3000 - 4000 AED (Based on experience) + INCENTIVES INTERVIEW MODE ZOOM Interested candidates, please send your updated resume to below email id. mahalakshmi@nayajobs.com Call & Whatsapp: 93429 12598 Min 1-2 year banking experience / Telecom B2B Sales Good communication skill Passport mandatory Perks and benefits Employment visa Medical insurance salary + Incentive Please REFER YOUR FRIENDS, COLLEAGUES & JUNIOR for the same. We wishing you all the best.!!!!! Thanks & Regards, Maha Lakshmi SENIOR CONSULTANT Naya jobs Consulting Pvt Ltd, Chennai, Tamilnadu, India, Pin : 600 010. Web : www.nayajobs.com | mahalakshmi@nayajobs.com Call & Whatsapp: 93429 12598

Axis Bank is Hiring: Sales Executives CASA (Nagpur Cluster) Position: Sales Executive – CASA (Current Account/Savings Account) Cluster: Nagpur Job Description: Axis Bank is looking for passionate and result-driven professionals for CASA Sales. The role involves acquiring new customers for current and savings accounts through direct field sales, building relationships, and achieving monthly targets Eligibility Criteria: Graduation (in any stream) is mandatory Minimum 1 year of experience in field sales (any industry) Good communication and interpersonal skills Must be open for outdoor/field work

We're Hiring: Sales Executives CASA (Nashik Central Cluster) Organization: Axis Bank Ltt Position: Sales Executive – CASA (Current Account/Savings Account) Cluster: Nashik Central Branches Covered: Deolali Nashik Road Pathardi Phata College Road Satpur Kalwan Indira Nagar Eligibility Criteria: Minimum Graduate Freshers & Experienced candidates both can apply Good communication & interpersonal skills Sales/fieldwork interest

Functions: Mortgage Sales Designation: Sales Officer Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentation and information. Candidate Eligibility: 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred 3. The job requires extensive traveling so the candidate must be willing to travel within the city. 4. Candidate must have good communication skills.

Functions: Mortgage Sales Designation: Sales Officer Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentation and information. Candidate Eligibility: 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred 3. The job requires extensive traveling so the candidate must be willing to travel within the city. 4. Candidate must have good communication skills.

As a part of the HDFC Life Team, you can look forward to: • Working for one of the top 20 Great Places To Work (GPTW), and a super brand for 7 consecutive years (Super Brand) • Transforming yourself as an individual and a professional, with diverse kinds of roles and experiences as HDFC Life provides numerous avenues for growth and career acceleration • Being associated with a very innovative brand (ET BFSI Innovations Tribe Summit & Awards 2020, ET Now World BFSI Congress & Awards) with a Pan-India presence of 380+ branches Purpose Of The Job: We are looking for a FLS representative who will be responsible for acquisition of Corporates and Government offices for National Pension Scheme in HDFC Life's NPS & Annuity and Retirement & Pension vertical respectively. The candidate should have experience preferably in B2B sales & in BFSI Industry. As a Front Line Sales (FLS), you will network with assigned partner & engage with new partner teams to build win-win business relationship and ensure high performance by selling life insurance products. Duties and Responsibilities - It is a field job. You will have to travel within the assigned geography to meet Institutions/ clients teams and customers. - You will be evaluated on your ability to meet the business targets (Top line, No of customers acquired, no. of subscriptions) -HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. - As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations. Essential conditions : • Work related skills •Good Listening Skills • Market knowledge • Negotiation • Goal oriented • Positive attitude • Proficient in English and Regional Language • Relationship (trust) Building • Communication/People Skills • Understanding your Client's Business & Needs • Adaptability

Role & responsibilities Financial responsibilities: 1.Managing corporate relationships and sourcing salary account through Existing Corporates. 2.To ensure that all accounts signed up with the corporate gets salary credits Knowledge of corporate Markets and Industries in the area of location to increase business opportunity. 3.Knowledge of KYC process for opening salary account. 4.Deepening of the salary relationship - new account acquisition and value build up in existing accounts. 5.Ensure each corporate has positive profitability. 6.Selling cross sell products to the relationship. Non Financial Responsibilities: 1.To maintain call reports and MIS as required. 2.Competitors updated information. 3.Servicing all financial needs of the flagged customer. 4.Ability to work for multiple products. 5.To identify and resolve service issues of the Corporate. Compliance & Risk Responsibilities: 1.Taking the responsibility of company information - not to be shared the with anybody out of office in any form. 2.Taking responsibility of confidentiality of information gathered from clients , not to share any information with competition. 3.Ensure that appropriate standards of conduct are established and complied in department. 4.Safeguard of company assets provided for serving job responsibilities . Preferred candidate profile Relevant Experience: Minimum 1-2 years of experience. (Should have good exposure in corporate sales, CASA or Cross Selling). We have opening for Regions of Karnataka, AP, TL and Chennai. Candidates willing to relocate or currently working in these states can apply.

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

Role Definition / Expectation: Officer Sales I- Fresher-1 yrs (Sales experience in any industry ,for fresher Age -21 to 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. 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 mandatory certifications required for the role (AMFI, EUIN etc.). 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. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Role Definition / Expectation: Officer Sales I- Fresher-1 yrs (Sales experience in any industry ,for fresher Age -21 to 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. 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 mandatory certifications required for the role (AMFI, EUIN etc.). 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. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Role Definition / Expectation: Officer Sales I- Fresher-1 yrs (Sales experience in any industry ,for fresher Age -21 to 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. 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 mandatory certifications required for the role (AMFI, EUIN etc.). 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. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License