2485 Casa Sales Jobs - Page 33

• Recruit Agents / Advisors • Develop agents through coaching, training, team management support etc • Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets Required Candidate profile • Must have Minimum 1 Year Experience in Insurance/Banking/ Any sales. • Must be a Graduate. • Within 23 - 38years of age.

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile • Education - Graduate with Any Stream • Experience - 1 to 7 Years experience with BFSI Domains • Skills - Customers Convincing Power • Knowledge: should have understanding of banking products

Roles and Responsibilities Identify new business opportunities through lead generation, prospecting, and relationship building with high net worth individuals (HNIs). Develop and implement strategies to increase revenue growth, cross-selling, and retention of existing clients. Conduct regular performance reviews, provide coaching, training, and feedback to RMs to enhance their skills and product knowledge. Ensure compliance with regulatory requirements, internal policies, and procedures. Desired Candidate Profile 3-8 years of experience in Retail Branch Banking or related field. Strong understanding of Portfolio Management, HNI Sales, HNI Client Handling, Retail Liabilities, Retail Branch Banking, CASA Acquisition, CASA Sales. Excellent communication skills for effective leadership and client interaction. Ability to analyze data to drive business decisions and optimize results.

To work with staff of bank partners & identify potential banking customers with financial protection needs. Providing professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 7859865215 Perks and benefits PF , Health Insurance , Allowances , Incentives

Designation : Business Development Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills - Age 23 to 39 - Local from the city (Freshers can't apply)

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.

BDM(Business development manager ) Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile Required Candidate profile Any Graduate With Good Communication Must 2+ Yrs of BFSI Sale / Banking / Finance / Insurance Age : 23 to 38 YRS (Fresher's can't apply)

Send CV & Call on 6352491038 (Viram Goletar) 100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers Required Candidate profile Education:Graduate Experience:Sales experience of 6+ months Age:Between 21 to 40 years Good communication skill Should have a vehicle Any BFSI or sales exp candidate can apply

Send CV & Call on 6352491046 (Hensi Patel) 100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers Required Candidate profile Education:Graduate Experience:Sales experience of 6+ months Age:Between 21 to 45 years Good communication skill Should have a vehicle Any BFSI or sales exp candidate can apply

Job Name & (Business Unit) : Personal Banker Retail Branch Banking Job Location - Sector 6, Charkop-Branch Job Purpose - Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities - Maintain Daily Sales Report .CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line . Utilizing the sales resources (BDR/COEX) for optimal sales support ,Penetration of FD to unique customers .Using Data-mine for cross-selling Sales of various Credit Cards ,Activation , Pitch for enhancement of limits . Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite certifications are done (NISM V-A) . Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. o Escalate to BM / Product on any change in market situation / threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit . Manage the benchmark no. of customers in the portfolio • Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio . Banking Product & Process Knowledge • NRI Product and Regulatory Knowledge Ensure certification of documentation required for opening and maintaining customer accounts • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process

Job Name & PA (Business Unit) : Branch Manager Retail Branch Banking Job Location- Inorbit Branch- Malad Ramakrishnan Chemburkar Marg, Chembur-Branch Chakala, Andheri East-Branch Devidas Lane, Borivali West-Branch Sector 6, Charkop-Branch Andheri East-2-Branch Job Responsibilities - Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. Objectives Ensure clarity of Business objectives among staff Adherence of sales process & Operational Checklist Achievement of Incremental Current Account & Saving Account targets Cost to Income Ratio benchmark Cross Sell Products like Demat, Credit Cards, Mutual Funds, Insurance, Managed program (Wherever Applicable) Ensuring Revenue generating roles Channel overall target achievement (Wherever Applicable) Ensuring HNW Portfolio Management and customer service (Wherever Applicable) Ensuring achievement of cross sell Ratio. Staff Turnover ,Staff Motivation and morale ,Training - staff is exposed to skill based, product knowledge based and . Productivity of Coex/LSE on CASA/Demat/Credit Cards (A) Operational knowledge based training • Staff productivity management

CASA NTB (Nos) Incremental CASA AMB Value (Through NTB Accounts) Incremental Retail TD (Rs Lacs) (Through NTB + Mapped Book) LI + GI + MF - Net revenue ( lacs) Deepening : 2% MoM CASA Growth in mapped accounts Required Candidate profile Premium Debit Cards(NTB Acs) 70% Sales Taking referral and ensuring product penetration through customer engagement To ensure Nil escalations/complaints pertaining to customer service

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Pan India/ Durgapur, Darjeeling, Jalpaiguri. 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 Looking for Immediate Joiner. 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. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Priti Saha Send your resumes to contact number - 9220507874 or Email - pritisaha@policybazaar.com

Handle the 2 branches of bank ,handle the walk in customers of the branch Sell life insurance product to the customers. Handle the HNI Customers Share the resume on what App :8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales or BSFI Sales Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Must be Graduate Graduate & MBA Freshers are welcome Minimum 6 months of experience in sales is required Life Insurance sale experience preferred Bike is mandatory Open for field work Candidates Can Call @HR Shivangi 6307191538 & WhatsApp CV

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. cv.willpower@gmail.com Hr shalini 9665821126 Required Candidate profile minimum 2 years of experience in field sales Perks and benefits Fast Track promotion unlimited incentive mediclaim

Candidate Should Have Minimum 6 Months Experience in BANKING Sales Candidate Should have Own Bike Home Loan Sales Immediate Joiner FRESHER CAN ALSO APPLY Candidates Can Call @HR JYOTI - 9266056478/WHATSAPP RESUME

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. cv.willpower@gmail.com Hr Antima 91756 81642 Required Candidate profile minimum 2 years of experience in field sales Perks and benefits Fast Track promotion unlimited incentive mediclaim

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. cv.willpower@gmail.com Hr Nikita 70286 62371 Required Candidate profile minimum 2 years of experience in field sales Perks and benefits Fast Track promotion unlimited incentive mediclaim

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. cv.willpower@gmail.com Hr Poonam 70300 52927 Required Candidate profile minimum 2 years of experience in field sales Perks and benefits Fast Track promotion unlimited incentive mediclaim

* Building a strong relationship with the sales team of channel partners * Handle walk in customers * Bank responsible for meeting sales through Bank * Regularly follow up with client * Generating leads from Relationship Managers and Personal Bankers Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply

Candidate needs to have sales experience in BFSI Candidate needs to have Life Insurance experience mandatorily Candidate needs to have decent communication skills Interested candidates can Call or Whatsapp HR Varun- 9310054306

Designation: Relationship Manager / Senior Relationship Manager Department: Personal Loans Experience 1 to 5 years experience in Personal Loans preferably in NBFC. Ability to liaise & follow-up with customers, channels, and internal stakeholders. Good written & verbal communication skills Ability to work under tight deadlines Responsible for empanelment of channel and acquiring the customers for Personal Loan from open market and developer relationships. Responsible for ensuring the adherence of KYC documents as per the guidelines by the company. Responsible for achieving the cross-sell targets from Personal Loan customers like insurance or any other appropriate product which may come up from time to time. The incumbent is required to have a good knowledge and understanding of the personal loan market. Responsible for Smooth functioning of the lending process at various stages such as inquiry, application, verification, pre-sanction processing of loan, sanction, post-sanction documentation, disbursement of loan, collection, and new and existing customer service. Responsible for ensuring the proper completion of the files within timeline as per the company checklist. Responsible for ensuring the proper closure of disbursement documentation within the timeline. Responsible for guiding the customer with clarity towards applying for a Personal Loan and explaining the product features in terms of ROI, Processing Fees, Terms and conditions etc. Responsible for communicating the reasons for rejection to the customer whose file has been rejected. Adherence to the organization's policies and procedures and compliance with legal and regulatory requirements Responsible for training, development and activisation of channels and release of channel payments on time. Responsible for maintaining the existing relationship with builders for APF & bulk sales. Responsible for sourcing of builder project files and getting their project approval done by the organization. Ensure excellent customer service which includes query resolution of the customer, completion of the task within the given TAT, after-sales service, handling of complaints and customer retention. Ensuring the ownership of early delinquencies and working closely with the Collection and Credit team. Ensuring active participation with the Operations team for resolving PDD (Post disbursal document) Issues.

Position: Senior Relationship Manager (Sales) Products: Housing Finance || LAP || Business Loan|| Personal Loan Location: Bangalore (Vasanth Nagar, Sahakar Nagar, Hennur, Electronic City, Jayanagar & Kengeri, Anekal), Chikkaballapur, Hoskote, Nelamangala, Kanakapura Role & responsibilities Responsible for empanelment of channel and acquiring the customers for Loans from the open market and developing relationships with DSAs and connectors. Responsible for ensuring the adherence of KYC documents as per the guidelines by the company. Responsible for achieving the Sales targets from the open market and DSAs Responsible for Smooth functioning of the lending process at various stages such as inquiry, application, verification, pre-sanction processing of loan, sanction, post-sanction documentation, disbursement of loan, collection, new and existing customer service Responsible for ensuring the proper closure of disbursement documentation within the timeline Preferred candidate profile Graduate with 1 Year plus experience in Sales & Business Development Perks and benefits Perks and benefits :- Fixed Salary + Conveyance Allowance + Incentives How to Apply Interested candidates may please share the CV to pramod.k2@piramal.com

Work Location: Chennai Role: Business Development Manager (BDM)/ Sr. Business Development Manager Interview Date: 05,07,08,09-Jul'25 Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-5 years of experience in BFSI 2. Graduate or Postgraduate degree 3. Age: Up to 30 years 4. Salary: Up to 5.5 Lacs Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Gunaseelan HR