6337 Casa Sales Jobs - Page 4

Responsible for Demat & Trading account acquisition, cold calling, and achieving sales targets. Must have good communication & convincing skills. Attractive salary, incentives & foreign trips!

Roles and Responsibilities Customer Acquisition: Proactively acquiring new current account customers in a designated branch area to meet and exceed sales targets. Sales Strategy: Developing and implementing sales strategies, including catchment mapping and identifying sales opportunities. Customer Engagement: Interacting directly with potential customers to understand their needs and explain the features and benefits of current account products. Relationship Management: Building strong, long-term relationships with customers to ensure their satisfaction and retention. Activation: Ensuring newly acquired customers are registered and activated for direct banking channels. Cross-selling: Capita...

HDFC Life is hiring for Business development Manager/ Sales Manager Location - Jalandhar/Ludhiana/Phagwara/Chandigarh Qualification - Graduation required Experience - Min. 1 year of sales experience required Job role & responsibilities- Responsible for recruiting and managing agents, Driving life insurance sales through the agency channel, Achieving monthly sales target Good market network Good communication skills Leadership and team management abilities Send resume@ vishalimanhas45@hdfclife.com 6283505682 Vishali HR department HDFC LIFE

Role & responsibilities - - To recruit good quality prospective insurance advisors and ensure that they are acquiring licensing to achieve the sales target set by the company - Motivating the advisors to achieve the sales target set by the company -Provide on the job training and manage & monitor performance of the advisors - Relationship management with other stake holders - Maintain persistence for the policies procured by the team of advisors to overall achieve the profitability of the team Preferred candidate profile Candidate should be a Graduate. Age should be in between 22-35. He should be a resident of the city we are hiring for 3+ years. Two-Wheeler with valid Licence.

Role & responsibilities JD: Position:- BDE & BDM (Retail Liabilities CASA) Eligibility Criteria :- a) Any Graduate / Post Graduate having passion on Sales. b) Age should not be more than 30 years. c) Any Sales Executives with experience of 2+ years in NTB Business acquisition of CA, SA, RD, TD, LI, GI, Assets X-sell etc.. d) Strong business knowledge in liability products sale and deepening management. e) Excellent communication skills in English and Regional Language will be added advantage. f) He or She may need to travel extensively and should be ready to mobile

Role & responsibilities To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics. Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance. Contribute towards building CASA book size. Desired Candidate Profile Excellent communication skills. Should have some existing base of customers . Graduate/ Post Graduate : 0-2 Years relevant ex...

Job Profile - Sales of Health Policies through agents in the assigned territory Job Role - 1- Acquiring new health Agents or Advisors on a regular basis. Licensing and tracking activation of the same regularly 2- Handling the health retail Product 3- Building relationships with Health agents. 4- Regular visit on field for sale of health policies with agents or individual. 5- Coordinating with other departments such as Underwriting, Claims, & Operations 6- To meet Agents, Lead providers, intermediaries on regular basis and maintaining records in a planned manner. 7- Training and motivating the health agents to qualify contests and thus bring in incremental business. Preferred candidate- 1- Al...

Job Profile - Sales of Health Policies through agents in the assigned territory Job Role - 1- Acquiring new health Agents or Advisors on a regular basis. Licensing and tracking activation of the same regularly 2- Handling the health retail Product 3- Building relationships with Health agents. 4- Regular visit on field for sale of health policies with agents or individual. 5- Coordinating with other departments such as Underwriting, Claims, & Operations 6- To meet Agents, Lead providers, intermediaries on regular basis and maintaining records in a planned manner. 7- Training and motivating the health agents to qualify contests and thus bring in incremental business. Preferred candidate- 1- Al...

Designation: Financial Service Associate Financial Services Role/Functional Area: Sales/Business Development Role and Responsibility: • Business Targets: Achievement of business targets for all financial products as defined and agreed upon. o Meet customers to sell all financial products o Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited o o Influence customers to buy FD who have no prior HDFC Deposit relationship. Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. Obtain appropriate documents / information from the client and ensure the...

Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer transactions and managing the issues To prepare action plans for effective search of sales leads, prospects, referrals through marketing activities.

Job Title: Field Sales Executive Department: Field Sales Employment type: Full time Role & responsibilities: Conduct field visits to sell insurance products and achieve sales targets. Handle 30% of leads provided by the company and generate the remaining 70% through personal outreach. Educate potential customers about insurance policies and assist in selecting suitable options. Ensure accurate and timely documentation and policy processing. Maintain regular follow-ups and client relationships for long-term engagement. Travel approximately 70 to 80 kms daily within the assigned region. Preferred candidate profile: Age below 35 (only male candidates) English is mandatory

Channel : Bancassurance Ban k - ESAF Small Finance Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

Candidates needs to have direct sales exp. Candidates should have own bike. candidates open to travel for outside meetings interested call /whatsapp @ HR-Akrati 7987584012

We are looking for a dynamic and customer-focused Virtual Relationship Manager to manage our NRI portfolio. The role involves premium service delivery, revenue generation through cross-sell and up-sell, and deepening customer relationships. Key Responsibilities: Achieve revenue targets (IPG and cross-sell) from mapped NRI customers. Provide premium customer service and manage client relationships. Drive CASA deepening, NTB lead generation, and NDIAS services. Cross-sell investment, asset, card, and liability products. Ensure compliance with internal controls and regulatory guidelines. Use digital tools and systems for end-to-end client support. Key Relationships: Internal: Business, HR, IT, ...

Candidate needs to have life insurance experience Candidate needs to have two wheeler Candidate needs to be comfortable with outside meetings Interested candidates can call/whatsapp CV to HR Varun- 9310054306

Candidate must be a Graduate Freshers also can apply BFSI Sales experience is mandatory Insurance sales experience is preferred Bike is Must Comfortable to Go outside Open to Travel Candidates Can Call @HR Anant - 8920887168 & Whatsapp App

Looking for energetic professionals for Demat & Trading Account acquisition. Involves cold calling, open market sales & achieving monthly targets. Must have strong communication skills. High incentives + foreign trips await top performers!

Responsible for Demat & Trading account acquisition, cold calling, and achieving sales targets. Must have good communication & convincing skills. Attractive salary, incentives & foreign trips!

Title: SO CASA Experience - 1 to 6 Years 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 impacti...

Urgent hiring for Leading bank for Relationship officer - Current Account Location: Bangalore Field Sales If youre interested, please share your updated resume or reply to this message for more details. Call or whatsapp -9376654477 Email: kc@kapilconsultancy.com

Designation : 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 - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance sales - Graduation is mandatory - Good Communication skills - local from city - Age : 23 - 38 yrs Perks and benefits PF ESIC Health insurance TA DA

- Generate Leads From open market - Connect with Property broker and High Reference and get the contact for home loan Files -Relationship building with the Home Loan Executives to which he is mapped - sales home loan Required Candidate profile Should have minimum 6 months of experience in sales Candidates with prior experience in BFSI will have an added advantage Open to travel Must have good communication skills Perks and benefits High Incentive birthday leaves Promotion

Role & responsibilities Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones Contact potential clients and create rapport by networking, cold calling, using referrals etc Appraise the wishes and demands of business or individual customers and sell the suitable protection plans Collect information from clients on their risk profiles in order to offer them the proper solution Prepare reports to shareholders on the success of your business endeavors Retain continuous awareness of transactions, sales and terms and keep relative records Check insurance claims to solidify trust and safeguard reputation Frequently replenish job-specific knowled...

Job Profile : BDM Recruit the team of advisors by your self ( ref through ) 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 • Education : Any Graduate With Good Communication • Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance • Age : 22 to 38 YEARS

Job Profile : BDM Recruit the team of advisors by your self ( ref through ) 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 • Education : Any Graduate With Good Communication • Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance • Age : 22 to 38 YEARS