2489 Casa Sales Jobs - Page 45

Job Title: Relationship Manager (Field Sales Executive) Location: Prakasam, Krishna, East Godavari, West Godavari Company: Policybazaar 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 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 Role & responsibilities Interested candidates can all at 9958843685 or drop your CV at mansirawat@policybazaar.com

Urgent hiring for insurance companies Field sales candidates must needed Any sales candidates can apply Min1yr exp in life/health any Insurance Age below 40 Interested candidate can directly share CV on 844717197 Location Hyderabad and Chennai

Job Title: Relationship Manager (Field Sales Executive) Location: Pan India Company: Policybazaar 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 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 Role & responsibilities Interested candidates can all at 7042399644

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 CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects /

Openings for Sr. BDM For SBI Cap Securitieis -SR. VRM -Digital account opening(DMAT account Acquisition) -On-role job for Leading investment banking -Generate sales via cold calling through assigned leads/Database Required Candidate profile -Any Graduate with 3 months experience into sales with good communication skills can apply - Freshers with good English communication skills is preferable Candidate can Apply/Refer CV at 8767546566 Perks and benefits Incentives + allowances +Fast-track promotion

Minimum 6 months of experience in BFSI sales is required Life Insurance sales experience is preferred MBA Freshers can apply Open for Field work for client Meetings. Bike is mandatory Interested candidates can call or Whatsapp HR Varun-931004306

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 CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects /

Handle the 2 branches of Axis 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.

Job description The Key Account Manager will manage relationships with high-value clients, ensuring their needs are met and business growth is sustained. The role includes developing account plans, offering tailored solutions, and maintaining strong customer relationships. Candidate should be aware about portfolio management. Contact person - Ananya Gupta Contact details - 8630606438

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Position: Relationship Manager Experience: 1+ years About Policybazaar: As Indias largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users. With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and financial protection. Our platform facilitates millions of insurance inquiries annually and features a wide range of products from over 50 insurance partners, covering health, life, motor, and corporate insurance solutions. To date, we have issued over 44.3 million policies and played a crucial role in protecting 9 million families against death, disease, and disability. Our 24x7 online support, combined with on-ground assistance from over 6,000 insurance advisors, ensures a seamless experience for our customers. With an average customer rating of 4.4 stars and more than 23 million app downloads, we are dedicated to fulfilling the Insurance Regulatory and Development Authority of India's (IRDAI) vision of "Har Family Hogi Insured by 2047." Whether it is policy issuance, claim settlement, or simply understanding your insurance needs better, we are here to help. Join us on our mission to make insurance simple, accessible, and effective for all. Job Role We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition. Roles and Responsibilities: Get the sales using various customer sales methods and achieve the set business targets on ANP and case count Acquire New Customer through Leads, Natural market, References, Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to the Need-Based Selling Model. Upsell & Cross-Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post-sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required Forecast sales, develop out of the box sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Research accounts and generate or follow through sales leads Maintain and expand client database within your assigned territory ISMS Responsibilities: Be aware and comply with the ISMS Policy, procedures and objectives; Actively participate in ISMS exercises; Request access to information access from their Team Leaders/ Executives; Report known and suspected security incidents to the IT Helpdesk; Protect secrecy of passwords; and Protect information assets used by them against compromise of assets confidentiality, integrity or availability. Desired Skills: Prior sales experience working with Insurance companies/DSAs Proven sales experience Track record of over-achieving quota Familiarity with different sales techniques and pipeline management Computer use competency Strong communication, negotiation and interpersonal skills Self-motivated and driven Any graduate or equivalent

Openings for Sr. BDM/SM -Office Job -Digital account opening(DMAT account Acquisition) -On-role job for Leading investment banking -Working on assigned leads -Generate sales via cold calling -candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min. 6 months of experience into Any sales/Freshers with good communication skills will be preferable - Freshers with good English communication skills is also preferable Perks and benefits Incentives + allowances +Fast-track promotion

Job description : We are looking for a talented and competitive Inside Sales Representative that thrives in a quick sales cycle environment. An inside sales executive will play a fundamental role in achieving our ambitious customer acquisition and revenue growth objectives. You must be comfortable making cold calls, working closely with Sales Account Manager and BDM, generating interest, qualifying prospects, follow ups and closing sales. Roles and Responsibilities : Contacting customers via phone, email, instant messaging and in-person to make sales Meeting daily, weekly, and monthly sales targets Handling customer queries and concerns and taking appropriate action to follow-up Preparing and sending quotes and proposals to clients Managing the sales process through our database CRM Effective record-keeping of client interactions and activities on CRM Participating in sales team meetings and training, as and when required Desired Profile : minimum of 1 year of experience in sales salary 18k to 25k based on your performance in the interview Immediate Joiner

Minimum 6 months of experience in BFSI sales is required Life Insurance sales experience is preferred MBA Freshers can apply Open for Field work for client Meetings. Bike is mandatory Candidates Can Call @HR JYOTI- 9266056478 & WhatsApp CV

We require- - Sales experience in BFSI -Should be comfortable for field For Client meeting - Must have two wheeler and license - Age between 21 - 37 yrs Interested Candidate Can Connect @ HR Varun -Call & WhatsApp at 9310054306

Openings for VRM for DMAT Account acquisition -Digital account opening(DMAT account) -On-role job for top Leading investment banking -Working on mapped leads -End-to-end closure of leads -Building and maintaining strong customer relationships Required Candidate profile -Any Graduate with min. 6 months exp. into Any sales/Banking products/Financial services sales with good communication skills will be preferable -Freshers with good communication skills can also apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for VRM for DMAT Account acquisition -Digital account opening(DMAT account) -On-role job for top Leading investment banking -Working on mapped leads -End-to-end closure of leads -Building and maintaining strong customer relationships Required Candidate profile -Any Graduate with min. 6 months exp. into Any sales/Banking products/Financial services sales with good communication skills will be preferable -Freshers with good communication skills can also apply Perks and benefits Incentives + allowances +Fast-track promotion

Roles and Responsibilities Manage acquisition of new customers through various channels such as direct sales, referrals, and marketing campaigns. Identify potential customers and develop strategies to increase customer base growth. Cross-sell third party products (TPP) to existing customers to enhance revenue streams. Develop strong relationships with clients by providing exceptional service and resolving their queries promptly. Collaborate with internal teams to ensure seamless integration of new customer onboarding processes.

Identify and acquire potential customers for home loans. Provide financial guidance and customized loan solutions. Achieve sales targets and maintain client relationships.. Drive home loan sales & meet targets. open market DST & DSA. Required Candidate profile *1-6 years of experience in home loan sales & Mortgage ,Lap *Strong communication & negotiation skills *Knowledge of housing finance products Interested Candidates Can Call @Hr Shraddha-9898854459

CAT PRIORITY SPARC - JD JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company. KEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Focus on cross-sell & up-sell opportunity in every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Exceed month on month revenue target & collection target Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Customer Service/Retention through relationship management Timely & effectively resolve service requests of customers. Drive renewal collection on allocated base. Ensure retention of his/her allocated Book of Relations (existing customer database). Establishing and strengthening relationship with the allocated customer base. Identify financial goals of customers and providing financial planning assistance. MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Self-sourcing & handling DSA/DST channels. Acquire Home Loan & LAP business from open market. Must have local area knowledge & housing loan sales experience. Strong field network & sourcing skills preferred. Required Candidate profile 1.Should have minimum 6 months of experience in sales (Home loan/ Mortgage Loan / Lap / Cross Sell) 2.Open for travelling 3.Candidate must have good communication skills 4.Fresher can not Apply

1. Sourcing to loan disbursement of Home Loan Files. 2. Min. 1-5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 3. DSA and DST both are vacancy available (Individual role). Required Candidate profile Must have 1 year of experience in Home Loan / Mortgage Loan / Lap / Cross Sell DSA and DST both are vacancy available (Individual role) Fresher can not Apply It Is a Field Sale

Role & responsibilities Sale Life Insurance products to customer's 75% Leads will be provided by Company Preferred candidate profile A Graduate will 1 Years of Field sales experience in Insurance Sales Freshers can also apply. Perks and benefits up to 6 Lakhs for candidates above 1 years sales experience in BSFI products

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Desired Candidate Profile 1-4 years of experience in acquisition management or related field (retail banking, branch banking). Strong understanding of Casa sales principles and practices. Excellent communication skills for effective client interaction. Ability to work independently as well as part of a team towards common goals.