2477 Casa Sales Jobs - Page 28

Urgent Hiring Agency Development Manager (ADM) Industry: Life Insurance | Channel: Agency Job Type: Full-time | Location: Meerut Send your CV to: 9220170448 Contact: Soniya tomar Job Role: Recruit and develop a team of insurance agents/advisors Drive business through the team and meet monthly sales targets Provide training, motivation, and performance support Conduct market activities to generate leads Maintain strong relationships with clients and advisors Who Can Apply: Graduate in any discipline (mandatory) 6 months 5 years experience in sales/field marketing/insurance Prior experience in agency channel or BFSI preferred Must have good communication skills and local market knowledge Benefits: Fixed salary + attractive incentives Growth opportunity in Indias leading insurance companies Career path into leadership roles Apply Now Immediate Joining Preferred Share your CV on WhatsApp: 92201 70448 Locations : Meerut

Positions : Relationship Manager & Key Account Manager Location : Kochi(multiple branches), Palakkad, Thrissur(multiple branches) Job Role : To acquire new clients through leads and family accounts grouping To grow the liability base (CASA,FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Eligibility Criteria : Educational Qualification: Graduation and above Experience: 4+ years experience into Banking sales, preferably into portfolio management Age: Up to 35 Years Good interpersonal skills with a command on English/Hindi/Local language Immediate Joiners are preferred Interested candidates can, Mail on hormis.shibu@indusind.com or Contact: 8848962354

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.krunali-kini@kotak.com or call on 9975341093 Location: Delhi, Faridabad, Gurgaon, , Ludhiana, Jalandhar, Gurdaspur, Chandigarh, Karnal, Kurukshetra, Yamuna Nagar, Saharanpur, Panipat, Rohtak, Kaithal 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 These is 100% Field Sales work

Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. Manage productivity and overall morale of branch team members. Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.

Roles and Responsibilities Manage sales activities to achieve targets and grow business. Develop new clients through lead generation, prospecting, and relationship building. Identify opportunities for upselling and cross-selling products/services to existing customers. Collaborate with internal teams (e.g., marketing) to develop strategies for customer acquisition. Analyze market trends, competitor activity, and customer needs to inform sales decisions. Desired Candidate Profile 0-5 years of experience in B2B sales or field sales. Strong understanding of direct selling principles and practices. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines. Proficiency in using technology tools for lead management, CRM tracking, etc. We are Hiring across Chennai location all the division for our Banking customer support. Please connect now : 7200526105 (Pushpa-HR) & 7200201958 (Pavithra)

Candidate needs to be comfortable with field sales Candidate needs to have a two-wheeler Candidates with BFSI experience will be preferred Interested candidates can Call/Whatsapp HR Varun- 9310054306

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & 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) 4. To ensure proactive registration & activation of acquired customers to direct banking channels 5. To assist the CSL in catchment mapping & scoping exercise and provide regular feedback to CSL on opportunities / customer needs / competition bench marking 6. To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers 7. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators 8. To ensure quality sourcing in line with the Banks policy 9. To Adhere to sales process & KYC Norms of the bank Ishika Mittal V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: muskan.jain @ v-konnect.com Phone: 9306459303 www.v-konnect.com

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & 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) 4. To ensure proactive registration & activation of acquired customers to direct banking channels 5. To assist the CSL in catchment mapping & scoping exercise and provide regular feedback to CSL on opportunities / customer needs / competition bench marking 6. To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers 7. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators 8. To ensure quality sourcing in line with the Banks policy 9. To Adhere to sales process & KYC Norms of the bank Ishika Mittal V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: ishikamittal@v-konnect.com Phone: 9306459303 www.v-konnect.com

Role & responsibilities Current Account Acquisition Preferred candidate profile

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

Hiring for Conneqt Business Solutions! Client: Unity Small Finance Bank Location: Turbhe, Navi Mumbai Role: Virtual Relationship Manager (VRM) Requirements: Min. 1 year experience in Sales/VRM (Banking/BPO/BFSI) Graduate Strong communication (Versant Level 5) Interview Rounds: HR Ops (F2F) Aptitude Test Client Interview (F2F) Interested can reach out on below mentioned number (HR Dhanashri:7796426785)

Candidate Eligibility 1 candidate must be a graduate 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

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.

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.

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.

Role & responsibilities Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management Right Sourcing of Customers Value Enhancement by Regular Contact with Customers Contribute to the cause of the Branch

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

Job description 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 Location - Chennai Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

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

Maintain relationships with clients and provide excellent after-sales service. Generate leads through market research, references, and cold calls. Report daily field activities to the sales manager. Required Candidate profile Minimum 2 years’ experience in field sales, insurance, or banking sector. Must graduate Strong communication and negotiation skills. Immediate joiners

Identify and acquire new CASA customers through field visits, cold calls, referrals, and promotional activities. Develop and maintain strong relationships with new and existing clients to drive cross-selling and up-selling opportunities. Conduct need-based analysis to understand customer requirements and recommend suitable banking products. Ensure timely follow-up on leads and maintain a healthy sales pipeline. Achieve monthly and quarterly CASA acquisition targets. Ensure compliance with bank policies, KYC norms, and regulatory requirements. Coordinate with internal teams (e.g., operations, credit) to ensure smooth customer onboarding and account activation. Participate in promotional events, roadshows, and campaigns organized by the bank. Provide market feedback on customer trends, competitor offerings, and sales challenges.

Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.

Role & responsibilities 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 Expected Candidate Age:-Minimum 21 to Maximum 30 years Profile Education: Graduation (Post Graduate preferred) Skills: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or ‘Branch Banking’ Knowledge of regulatory guidelines Contact No. 9892273274

Process:- Inbound And Outbound Voice Process - Fresher/ experience both can apply - HSC pass can apply - freshers Salary-12k TH To 18k + incentives - Shift timing:- 9:30am-6:30pm - Good communication required - looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp (number mentioned below)- HR Sonali : 9822197285 Perks and benefits * Provide Huge Incentive and PF facility *

Role & responsibilities We are looking for BDE superstars! Dil se battao, are you one? BDE/ Sales Executive role is part of hard-core sales team who is key member in Banks growth journey. It Requires rigorous hard work to bring NTB from all kind of customers in the area. Customer can be from retail, salary, corporate sector and has a banking required can be associated with the bank. You should look at every person (KYC holders) from the perspective of potential customer. This has hard work as well as high earning potential of incentives, faster promotion etc. WHAT MAKES A TALENTED BDE SUPERSTAR? Amazing selling skills Are you willing to take up the challenge of being in the field entire day to generate lead and bring new business? Can you bring in absolute brilliance in getting us Savings & current account customers 1 Current account and savings account per day. Can you do it? Someone who can turn opportunity to sales Join us if you can make 12+ outbound calls per day and are relentless in your efforts be it follow up of references, visiting shops, buildings, houses shall be required to bring in business. Dil Mange More. You shall be also be required to do business of Life Insurance and General insurance in a month and it shall be part of monthly targets. We need someone who is street smart. Literally! Your office is where your work takes you. You dont need to be in office and have workstation as it is not a branch-based Operations profile rather its hard core field sales profile Someone who is willing to be put on a fast track promotion program Enjoy benefits of fast track promotions, avail of the opportunity to earn up to 60K Per month and if you do well, expect growth rewards and plunge into various roles including Branch Manager, Cluster head and Sales Head.