2489 Casa Sales Jobs - Page 47

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

Urgent hiring for insurance companies Field sales candidates must needed Min1yr exp in life/health/Motor or any Insurance sales. Age below 40 Interested candidate can directly share CV on 844717197 Location are mumbai,Pune,Indore

Required Min 1-2 yrs experience in life insurance (BFSI) Age Upto 37 yrs Any Graduate Max capping of ctc is 3.5 + 6 thousand travelling expense compulsory Interested candidate coordinate HR Devika 9587136422

Urgent Opening Banca channel Designation :- Relationship Manager Exp :- Min 1-3 Year exp In life Insurance Health Insurance, General Insurance, Bfsi sales, Banking Sales Ctc ;- 3.7 lPA+Attractive Incentive Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Urgent hiring for insurance companies Field sales candidates must needed Min1yr exp in life/health/Motor or any Insurance sales. Age below 40 Interested candidate can directly share CV on 844717197 Location Chennai,Bengaluru,Hyderabad,Belgaum,

Urgent hiring for insurance companies Field sales candidates must needed Min1yr exp in life/health/Motor or any Insurance sales. Age below 40 Interested candidate can directly share CV on 844717197 Location Kottayam,Trichy,THIRUVALLA,Trivandrum

Urgent Opening Banca channel Designation - Relationship Manager Exp :- Min 1-3 Year exp In life Insurance Health Insurance, General Insurance, Bfsi sales, Banking Sales Ctc ;- 3.5 lPA+travelling allowances +Incentive Contact :- Hr Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Relationship Officer 811 RO CS Key Deliverables: 100% open market and field job -Target driven. Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product from mapped Book-L/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieve Saving/Current account and cross buy Target Relationship building with Existing customers Desired Candidate Profile: Good communication skills Comfortable working in a full-fledged sales profile / NTB Acquisition Qualification, Experience & Age Criteria: Graduation qualification in any stream Fresher's & applicants with 1 Year of experience currently working in Sales roles can apply A Bike is mandatory with Valid License - (License proof to be carried for the interview) Age Criteria: Maximum 28 Years of age Customer orientation High energy levels with a motive to succeed

CASA, sales

Role & responsibilities Acquiring New Clients: Focus on acquiring new-to-bank customers, especially HNIs, through individual efforts. Selling TPP and Generating Revenue: Cross-sell third-party products and drive revenue generation. Building CASA Book Size: Contribute to the growth of the bank's CASA book size. Customer Engagement: Build and maintain strong relationships with clients, understanding their needs and offering suitable products. Achieving Sales Targets: Meet monthly and annual sales targets set by the bank. Relationship Management: Develop and maintain strong relationships with clients, ensuring long-term success. Market Analysis: Monitor market trends and competitor activities to identify opportunities.

Key Responsibilities: Customer Acquisition: Develop and implement strategies to acquire new high-value customers for premier banking services. Relationship Management: Build and maintain strong relationships with existing and potential clients. Sales and Revenue Generation: Achieve business objectives by meeting value, volume, and channel productivity targets. Product Knowledge: Possess a thorough understanding of the bank's premier banking products and services. Cross-Selling: Identify opportunities to cross-sell other products and services to clients. Market Knowledge: Stay informed about market trends and competitor activities. Compliance: Adhere to all bank policies and regulations. Reporting: Maintain accurate records and provide regular reports on acquisition activities.

Key Responsibilities: Develop and execute sales strategies to meet goals. Pursue new markets. Maintain client relationships. Monitor trends and competitors. Report on performance. Collaborate cross-functionally. Ensure satisfaction and retention. Provident fund

Role & responsibilities 1. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics 2. 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 3. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams 4. Mobilize Business for Current Accounts and Savings account 5. Drive Numbers and Value 6. Recruit and train the team members on regular basis 7. Organize various lead generation activities for his/her branch 8. One point contact for the TM in case of any grievance from customer's side 9. Go along with the team members on calls while meeting some important customers. 10. Ensure that the quality of services is maintained as per the standards set. 11. Ensure that the defined parameters for opening of a new account are met in terms of documents collected, IP cheque.

Urgent requirement for Banca Channel at Yawatmal and Amaravati Location. Experience: 6 months to 2 Years CTC:2.75 LPA Contact Person:Snehal:8788255050

Urgent requirement for Banca Channel Exp Min 6 Months in Banking, sales, Insurance, Casa sales, Health insurance, General Insurance, Any Sales And insurance sales CTC::-1.8 lpa to 3 Lpa+ Incentive Contact Person:Snehal:8788255050

• 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 40years of age.

Positions : Key Account Manager (KAM) Locatons: Selaiyur Chennai Walk-In Date/Time : 25th to 27th June (Wednesday to Friday) / 11:00 AM to 3:30 PM Interview Venue : Indusind Bank, Maha Sakthi Vinayagar Complex, 384/231, Velachery Main Road, Selaiyur, Chennai-600073 Job Role: Key Account Manager (KAM): To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) 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 To conform to processes of the bank and have a high focus on compliance Eligibility Criteria : Age must be within 37 years for KAM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

Roles and Responsibilities Manage a team of Relationship Officers (RO) to achieve business targets, including acquisition of new customers and cross-selling of products. Desired Candidate Profile 1-5 years of experience in retail banking or related field. Strong understanding of liability products such as CASA sales, third party products, and retail liabilities. Excellent communication skills with ability to lead teams effectively. Ability to analyze data to drive business decisions and optimize processes.

Roles and Responsibilities Manage branch acquisition activities to achieve business targets. Identify new business opportunities through cross-selling and third-party product sales. Develop and maintain relationships with existing clients to increase portfolio management services (PMS) revenue. Oversee retail liability products, including current accounts, saving accounts, and other deposit products. Ensure effective communication between branches for seamless execution of sales strategies.

Dear Candidate, Greetings from HDFC Bank!!! We are hiring for below mentioned roles for Bikaner location - Diversity Hiring (Female Only). Branch Manager PBTA (Back Up Manager) Personal Banker - Classic Pref. RM Customer Care Executive Customer Expereince Executive Required Candidate profile Min 3-8 years experience in banking. Perks and Benefits best in the Industry. Also, pass on to your friends and help them find a good opportunity. Interested candidates may visit in Walkin as details are appended below - Venue - HDFC Bank, Ground Floor, Opp. Krishi Mandi, Samta Nagar, Bikaner Date & Time - 26th June, Thursday 10:30 AM to 02:00 PM

Any BFSI or Insurance sales exp candidate can apply. Min 1 yr exp in life insurance sales. Urgently hiring for Banca channel for east zone locations Interested candidates can directly share their CV on 7499211307.

Any BFSI or Insurance sales exp candidate can apply. Min 1 yr exp in insurance sales. Urgently hiring for Banca channel for all U.P locations Interested candidates can directly share their CV on 7499211307.

Skillventory is mandated to hire a Candidate for Premier Relationship Manager with a leading Pvt Bank Job Title - Premier Relationship Manager Locations - #Bangalore , CTC: max upto 6.5 LPA Qualifications & Experience: A bachelor's degree in Business Administration, Finance, or related field Relevant certifications in sales or banking industry 2+ years of experience in Banking Sales, CASA Sales Strong problem-solving & team leadership skills. Interested candidates, Please Drop your CV on WhatsApp at +91 7489933146 or share your CV! Email-ravikumar.sharma@skillventory.com Ravi Kumar Sharma Recruitment Consultant

Job Opportunity - Relationship Manager - Immediate hiring!!! Job description 1. Provide presales service support to customers through field visits, resolving queries promptly and e 2.To answer all queries raised by the clients. 3. Develop strong relationship with customers. 4. Strong understanding of customers needs and recent trend and market dynamics 5. Should have excellent convincing skills and pitch for sales. 6. Ability to work independently with minimal supervision while meeting tight deadlines. Role : Field Sales Officer Exp : 1-3 Industry Type: Any Insurance Department : Sales & Business Development Employment Type : Full Time, Permanent Role Category: Field Sales Educational Qualification: Any Graduate Shift Timing: : 10-7 Working day : Monday to Saturday Immediate joiners preferrable Interested Candidates, do contact Sangeetha - 9094623680

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