2489 Casa Sales Jobs - Page 46

Role & responsibilities Relationship Manager Location: Trivandrum, Kochi, Kottayam, Thrissur, Kannur, Kollam Experience: Min 1 year experience prefer Job Type: Full-time Responsibilities Generate leads and follow up on potential clients Explain insurance products clearly to customers Assist clients in choosing suitable insurance policies Meet daily and monthly sales targets Maintain strong customer relationships Requirements: Any graduate degree Good communication skills Interested please contact - Saranya G I (HR -HDFC LIFE) 8891384326

ROLES AND RESPONSIBILITIES B2B sales. Candidate has to take care of Private banks. Coordinate with branch Head and Branch staff and generate the business. Drive the Business of Insurance Increase in number of active branches. Achieving sales targets B. MEASURE OF SUCCESS Achievement of sales target Relationship Management at Regional/Branch level C. QUALIFICATION / EXPERIENCE Graduate with relevant experience D. SKILLS REQUIRED Good Communication skills Good relationship with BMs / Bank Staff FRESHERS CAN ALSO APPLY

Job description A bancassurance professional is responsible for providing banking and insurance services to customers. This includes consultation to understand the customers financial needs and recommend the best products to suit their requirements. The primary responsibilities include the following: Analyzing customer needs and identifying cross-sell opportunities. Explaining banking and insurance products and processes to customers. Assisting customers in choosing the most appropriate financial products. Knowing banking and insurance policies to offer the best solutions. Building customer relationships and providing after-sales services. Improving customer satisfaction and achieving Sales targets. Location - Kolkata, Siliguri, Alipurduar, Haldia, Berhampore, Birbhum, Amtala, Canning, Baruipur, Diamond Harbour, Howrah.

1. To Acquire New to Bank Liability Relationships (Current Accounts / Saving Accounts /Deposits) and strengthen these relationships through highest levels of service quality. 2. The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow-up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly Role & responsibilities Preferred candidate profile

1. Sourcing to loan disbursement of Home Loan Files. 2. Should have market connect of 25+ DSA channels. 3.Min. 1.5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 4.Must have experience of sourcing business from DSA Required Candidate profile 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).

CASA sales portfolio management

Role Definition / Expectation: Officer Sales I- Fresher-1 yrs (Sales experience in any industry ,for fresher Age -21 to 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

CASA Acquisition: Source and acquire new CASA customers through various channels. - Relationship Building: Build and maintain relationships with existing and potential customers. - Product Knowledge: Understand and promote CASA products

Source home loan and loan against property (LAP) leads via open market— DST, brokers, builders, and property advisors Build and manage relationships with connecters and referral partners, and develop your own network Achieve monthly sales targets Required Candidate profile 1 year of 4 years experience in NBFC or banking sectors in home loans, mortgage loans, or LAP, particularly in the DSA channel Knowledge of housing finance products Open Market - Field sales

Key Responsibilities: Achieve and surpass assigned sales targets Hire, train, and manage a team of sales officers. Foster and maintain long-term relationships with clients Maintain strong client relationships Required Candidate profile Candidate Requirements : Minimum 1+ Years of Proven Sales Experience Bachelor Degree is Mandatory Must be a Local Candidate Age Criteria 22 - 38 For More Info : HR Joyita / PH - 91042 59328

As a B2B Inside Sales Executive, you will be responsible for generating new business leads, building relationships with potential clients, and driving sales growth for our financial services. You will work closely with our marketing and product teams to identify new business opportunities and develop targeted sales strategies. Key Responsibilities: 1. Relationship Building: Build relationships with potential clients, understand their business needs, and position our financial services as solutions. 2. Sales Strategy: Develop and execute targeted sales strategies to drive sales growth and achieve revenue targets. 3. Product Knowledge: Develop and maintain a deep understanding of our financial services, including company registration, tax filing, and compliance services. 4. Collaboration: Work closely with our marketing and product teams to identify new business opportunities and develop targeted sales strategies. 5. Reporting and Analytics: Provide regular sales reports and analytics to management, including sales pipeline management, conversion rates, and revenue growth. Requirements: 1. Education: Bachelor's degree in Business Administration, Marketing, or any degree. 2. Experience: 0-3 years of experience in B2B sales, preferably in any industry. 3. Skills: Excellent communication, negotiation, and problem-solving skills. Language: Fluency in English, with knowledge of other language like (Hindi/Kannada/ Malayalam /Telugu) being an added advantage. Walk-in Details: Contact person - Ramya HR Timing - 9 AM To 5 PM Location - 6th floor, Shoppers Stop, Harrington Rd, Chetpet, Chennai, Tamil Nadu 600031

Candidate must be graduate Minimum 6 months of experience in sales is required Life Insurance sales experience preferred MBA Freshers welcome Bike is mandatory open for field work Candidates Can Call @HR Neebha 8384075250 & WhatsApp CV

Candidate must be graduate Minimum 6 months of experience in sales is required Life Insurance sales experience Freshers can also apply Bike is mandatory open for field work Candidates Can Call @HR Sakshi 9518455859 & WhatsApp CV

Candidate must be a graduate Min 1 Year Life insurance & BFSI Sales Experience Build a Good Relationship With Bank Have to sell life insurance Good communication open to travel, have bike Candidate can share their CV to HR Anya 9335477725

Were Hiring | Relationship Manager (Field Sales Representative) Experience: Minimum 1 year of Experienced required. Apply Now! Are you ready to launch your career in sales with a high-growth organization that values drive, resilience, and a hunger to succeed? We’re looking for enthusiastic individuals to join us as Relationship Managers in a dynamic field sales role. What You’ll Do • Acquire and manage customer relationships through field visits and referrals. • Achieve monthly sales targets by pitching tailored insurance solutions. • Conduct need-based selling and upsell/cross-sell to expand your portfolio. • Collaborate with supervisors on strategic planning and joint calls. • Maintain a strong client database and deliver outstanding post-sale service. What We’re Looking For • A graduate degree in any stream. • Excellent communication, persuasion & interpersonal skills. • High self-motivation and a performance-driven attitude. • Bonus: Prior experience in sales or insurance/DSA background. Why Join Us? • Lucrative incentive structure • Fast-track career growth • Full training & onboarding support • Friendly and growth-focused work culture Need someone with a passion for customer engagement and business growth – this is your chance to build a meaningful career in sales. Interested? send your CV to preksharamteke@policybazaar.com #Hiring #SalesJobs #FieldSales #RelationshipManager #EntryLevelJobs #CareersInSales #JoinUs

Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR JYOTI-9266056478 Or Email - jyoti@nextvisionbs.com

urgent Vacancy Tele sales Fresher/Exp Candidate Job Type : On Payroll Min :- 1-3 Year Exp In Banking , Casa sales, Tele sales ,Credit Card sales, Any sales exp Fresher Also Apply Ctc :- 1.8 Lpa to 2.5 Lpa Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Fresher Also Apply Banking sales, Casa sales, Credit Card Sales, Any Tele sales exp , Any sales, Life insurance, Insurance, Demit Account exp

urgent Vacancy Tele sales Fresher/Exp Candidate Job Type : On Payroll Min :- 1-3 Year Exp In Banking , Casa sales, Tele sales ,Credit Card sales, Any sales exp Fresher Also Apply Ctc :- 1.8 Lpa to 2.5 Lpa Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Fresher Also Apply Banking sales, Casa sales, Credit Card Sales, Any Tele sales exp , Any sales, Life insurance, Insurance, Demit Account exp

Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR Manish - 7425051270 Or Email - manish@nextvision.co.in

JOB Role- Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc. through the Sales Channel. 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 forleading a large Sales Channel comprising ofTeam Leaders and Sales. Executives and ensuringRecruitment, Training, Retention and Mentoring of Sales teams Experience in handling large team. Background in order of preference Banking Financial Service FMCG / Tele Communication JOB Requirement- Excellent written and oral communication skills MBA/GraduateMinimum work exp. – 4 years

Role/ Job Title: Associate Manager-Acquisition (Current/Household)-Sales Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: 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 On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises. Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities. Ensuring adherence to sales compliance and SOPs defined by the organization. Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations. Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers. Education Qualification: Graduation: Any Graduate Experience: 1 to 4 years of relevant experience

Urgent hiring for insurance companies Field sales candidates must needed Min1yr exp in life/health any Insurance Age below 40 Fresher also can apply(Ahemdabad) Interested candidate can directly share CV on 844717197 Location Delhi,Mumbai,Ahemdabad

Position- Personal Banker Sales Sales & Acquisition role from market with liability products (casa & third party products) Locations-Ernakulam, Kerala Desired Candidate Profile 1-3 years of experience in branch banking or similar role with expertise in CASA sales, HNI acquisition, or retail liabilities management. Strong knowledge of third-party products like insurance, mutual funds, etc. is essential. Excellent communication skills with ability to build strong relationships with HNIs. Ability to work independently with minimal supervision while meeting tight deadlines.

Job Role: Customer Relationship Officer. Employment Type: Permanent Location: Respective Branches Level: Executive/AM/DM Reporting: Branch Manager Role: The position is responsible for providing high quality service and query resolution to the customers of the bank, proactively and convert service opportunity into a sales opportunity. The position shall ensure that all services and operations are carried out within stipulated norms and regulations so that the customers can avail services through multiple channels saving them time and effort and giving them proper service and ensuring repeat business. Key Responsibilities: • Ensure that customer information is communicated to the respective customer only • Ensure that upon written request and verification of the signature the account information is provided • Ensure that the customer queries are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT) • Recording complaints as per the specified process and ensure that complaints are resolved quickly and avoid the situation where it may get escalated • Improve customer communication on closures through scripts & mail and asking for feedbacks. • Understand and comply with requirements of all relevant policies of the bank including full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements • Ensure that customer contact details are updated PAN, Address, Phone and email. • Ensure that correct product information is disseminated • Ensure that all reports are collected and delivered to the Custodian of Deliverable viz., Welcome Kit, Cheque Book, ATM/Debit cards, Tatkal Kits. As a custodian, ensure . That the laid down process for returned welcome kits is followed . That the customers are informed in case the deliverable got return & To maintain low deliverable stock and to reconcile deliverables and acknowledge E-RoD on receipt of the same. . Returned deliverables/deliverables with insufficient address ought to be handled as per the process to ensure reprocessing and curing of returned instructions, forms sent from CPU . Reduce holding volumes of deliverables/returned deliverables . Ensure proper record of destruction of deliverables is maintained • To handle balance enquiries/ brief transaction queries/ statement or balance confirmation certificate issuance to customers (however to ensure customers are migrated to DBC) • To process stop payment and passbook printing as and when required Experience and Skills Required: • A bachelors degree, preferably with a master's degree in Management • Basic banking product knowledge will be essential • Minimum 2-4 years of work experience with sales and influencing skills • Ability to demonstrate positive attitude, adaptability, flexibility and punctuality • Should be good team player with proper interpersonal skills • Good communication skill in Hindi, English and a local language and Basic computer literacy is a must

Urgent hiring for Life insurance company broking channel/agency channel/direct channel Min 1 yr exp in life insurance Team lead position Age below 40 Interested candidate directly share CV on 8447171979 Location Bhopal,Indore,Pune