4355 Casa Sales Jobs - Page 24

Role & responsibilities Identify and approach potential clients for current account opening (individuals, SMEs, corporates). Explain the features and benefits of current account products and tailor them to client needs. Meet or exceed assigned sales targets for new current account openings. Maintain strong product knowledge and keep up-to-date with banking policies and market competition. Follow up with leads generated through marketing campaigns, referrals, and cold calling. Build and maintain long-term relationships with customers to drive cross-selling opportunities. Assist customers with account documentation and onboarding procedures. Submit accurate daily/weekly reports of account open...

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. 6 months - 3 Years of sales experience (BFSI/field sales preferred). Strong communication & interpersonal skills. Target-driven with ability to work in a fast-paced environment. Driving license and two-wh...

job Purpose To drive business through Channel Partners branch staff and distribution network *************************** Key Responsibilities To generate leads through activities and use enablers for lead generation To have minimum of 3 new customer meetings in a day To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter To train and skill partner staff on need based selling and product sales pitch To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievements Specific Authorities( Financial & Non-Financial): NA Key Performance Indicators Monthly MWPI ...

Role & responsibilities Handling NTB Client for Current and Saving Account. Working in open markets for various customer. Building and maintaining relationship with client. Acquire high Variant CASA. Generation of referrals from internal database, open market, field sales and direct sales. Deepening of existing Current account & saving account relationships.

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. 6 months - 3 Years of sales experience (BFSI/field sales preferred). Strong communication & interpersonal skills. Target-driven with ability to work in a fast-paced environment. Driving license and two-wh...

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals. Identify new business opportunities through networking, referrals, and market research. Develop sales strategies to meet targets and achieve revenue growth. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Banca Channel Desired Candidate Profile Strong understanding of banking products such as credit cards, loans, health insurance etc. 1-4 years of experience in BFSI sales or related field (insurance sales, mutual funds sales). Excellent communication skills for effective relationship management with clients.

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. 6 months - 3 Years of sales experience (BFSI/field sales preferred). Strong communication & interpersonal skills. Target-driven with ability to work in a fast-paced environment. Driving license and two-wh...

Description Designation:- Relationship Officer Profile: Presentable with decent personality Easily identify sales opportunity from the market Having knowledge of loan products and its processing Ability to learn the new things within a short time span Knowing local language with good communication skills, English will be add-on Customer focused and willing to go the extra mile to deliver an exceptional service Experience:- Minimum 1 to 2 years of experience in the finance industry will be preferred Required Candidate profile Good communication skills Good customer approach. Knowledge of local customers and target businesses Age between 18-35 years. Graduate- Experience in Sales field is an a...

Role - Sales Officer (Home Loans) Purpose: Will be responsible for meeting targets, identify new sources from assigned geography, and maintain good relationship with sources, achieving efficiency of assigned geography and sources there by achieving the desired productivity expected by the company. Job description: Area/ 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. Knowledge, Skills & Functional Competency Knowledge of the entire geography. Ability to plan and map the allocated geography int...

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.

Agency Business partner Channel | Team Hiring Role BFSI Experienced Only Job Location: Kalyan, Mulund, Mumbai Central, Andheri West, Malad, Palghar, Matunga , Vasai , Pune - Shivaji Nagar (E) , Satara-Silver Arch , Baramati (E) , Wakad , Hadapsar , Baner , Pune -Viman Nagar , Baner , Karad , Aurangabad , Ahmednagar , Solapur , Nasik - City Plaza , Nagpur , Nanded, Amravati , Job Description: We are hiring experienced professionals from the BFSI sector for a team hiring role in the insurance industry. Key Responsibilities: Recruit and manage a team of Insurance Advisors or Team Leaders Drive business through team performance Provide guidance, training, and support to ensure productivity Focus...

As a Relationship Manager in Retail Branch Banking, your primary responsibility will be to manage and nurture relationships with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNs). You will be providing personalized banking and financial solutions tailored to meet the unique needs of clients. Your key responsibilities will include developing and maintaining strong, long-term relationships with HNI and UHN clients, offering financial advisory services such as investment strategies, wealth management, and estate planning, staying updated on the bank's products and services to effectively cross-sell and up-sell, managing clients" portfolios, identifying and pursuing n...

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. Required Candidate profile Age should be below 26years Should have good Communication should have knowledge on accounts Education Qualification: Graduation: Any Graduate. Experience: 0-1 years of relevant experience

Job Responsibilities: Generate sales thru Agents(Commission Based) Recruit Agents from Open Market or references Train, Motivate and develop Agents Support Agents for IRDA licence. Clients visit with Agents. Product presentation and follow-up. Assign targets for Agents. Call and whatapp @ 9990581418, 9810464018 Email: hiring@kkdconsulting.in

Candidate must be a Graduate Freshers also can apply Home Loan / Insurance sales experience is preferred Bike is Must Comfortable to Go outside Open to Travel Candidates Can Call @HR Anant 8920887168 & Whats App

Candidate needs to have 6 months BFSI Experience Candidates with Life Insurance experience are preferred Interested candidates do call/WhatsApp CV to HR SAPNA- 6392067414

Candidate needs to have 6 Month exp. BFSI Experience Candidate needs to have good communication skills Candidate will work in the branch and handle walk-in customers Interested candidates can call/whatsapp CV to HR Poonam 8368018157

SO CASA Experience - 1 to 5 Years Salary up to 5.5LPA 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 i...

Candidate needs to have BFSI Experience Candidate needs to have good communication skills Candidate will work in the branch and handle walk-in customers Interested candidates can call/whatsapp CV to HR Mansi 8595586162

Drive sales of life insurance products through assigned distribution channels. Build strong relationships with clients/partners. Achieve sales targets while ensuring customer satisfaction. Name- Kanishka Patel Mobile no- 97553 92730

Candidate must be a Graduate Freshers also can apply BFSI Sales experience is mandatory Home Loan / Insurance sales experience is preferred Bike is Must Comfortable to Go outside Open to Travel Candidates Can Call @HR Mansi 8595586162 & Whats App

generating leads thorugh visiting bank branches Relationship maintaining Banca channel contact us -9111867370 Referrals are Highly Appreciated

Job Description:- Actively engage in acquiring new customers for CASA accounts. Build and maintain strong relationships with existing and potential customers. Address customer queries and provide assistance related to banking products and services.

field sales, Banking sales, CASA Sales, Current and saving account sales, 60k+ incentives

Candidate needs to have excellent communication skills Candidates need to have life insurance experience Candidates will work on outbound calls Interested candidates can call or whatsapp their CV's to HR Varun - 9310054306