2489 Casa Sales Jobs - Page 48

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 Indias (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

We require:- Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 10 years BFSI sector candidates will be preferred more interested candidate can call @ HR Varun -9310054306/WHATSAPP RESUME

Job Description of SDA- Non Cash (Aspire) Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories ERV and NTB growth as per targets set for the branch Achieve overall deposits growth Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) Achieve certification on all the products being sold through the branch Adherence to policies and guidelines such as KYC & AML Customer Services: Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams Ensure quality customer service is delivered disseminating required product information Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs Ensure appropriate customer communication on closures Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria Ensuring that customers make RBL their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scoping is done and products are targeted accordingly Sales to family members and associates which have been grouped together Relationship enhancement by cross selling other bank products. Regular customer contact to establish needs of the customer and opportunities to cross-sell Meet the Performance Score Card Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks Ensure that business plans for the month/quarter/year are duly met across products Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): AMFI Certification IRDA

urgent Vacancy Banca channel Exp :- Min 1-3 year exp in Life insurance , Health insurance , Any sales exp , Any Banking sales exp, Banca sales Age up to - 38 ctc: - 3 Lpa to 4.5 Lpa+ incentive +Travelling Allowances 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

Candidate must be a graduate BFSI sales experience and freshers are preferred Males and females both can apply Bike is mandatory Should be comfortable with field sales - Outside sales Interested candidate can call @HR Anya 9335477725

Candidate needs to have Life Insurance Experience Candidate needs to have sales experience Candidate needs to be comfortable with field work Candidate needs to have a two-wheeler Interested candidates can call HR PUJA -8295041955 Whatsapp- Resume

Urgent Requirement Agency channel Designation :-AM,SAM, KAM,RM Exp :- Min 1-5 Year exp In Life insurance, Health Insurance, General Insurance, Banking sales, Any Insurance sales ctc: - 3.5Lpa to 6 Lpa 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

Urgent Requirement Banca/Broca/ channel Designation :-,RM Exp :- Min 1-5 Year exp In Life insurance, Health Insurance, General Insurance, Banking sales, Any Insurance sales, Banca sales, Casa ctc: - 4 lpa +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

Sales Activities Conduct open market and field sales Acquire Saving/Current accounts through various activities Engage in cold calling and follow-up with references Work on geographical areas to meet sales targets Customer Relationship Management Build and maintain relationships with existing customers Cross-sell financial products to existing customers Understand customer needs and provide suitable solutions Track and resolve customer queries and complaints Target Achievement Achieve sales targets for accounts and cross-selling Monitor and report on sales performance Implement strategies to enhance customer value Coordinate with internal teams to facilitate product awareness

Role & responsibilities Provide financial solutions to the customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the bank. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by cross selling the Bank\\\'s products and services/ third party investment products. Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization on a monthly basis. Record and track all engagement activities through the CRM system.

Premier Acquisition Manager Business Banking KRAs: 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 Responsible for Sourcing High Value CA customers along with entire Family Banking relationships ¢ Penetration of Business Banking products like CMS/POS/Beat services to CA customer. ¢ Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: ¢ Customer orientation ¢ High energy levels with a motive to succeed ¢ Had managed & Sourced Business Banking customers ¢ Background in order of preference Banking, Financial Services ¢ Graduate: 2-3 years of experience ¢ Post Graduate: 2 -3 years of experience

Role & responsibilities - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - Informs customers of new products or product enhancements to further expand the banking relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients. - Coordinates with other group companies to provide seamless access to other products. - Maintains complete relationship record for assigned customer accounts. - Tracks customer complaints/queries and turnaround times for customer satisfaction Fresher who is interested in Field sales can apply.

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 :- Channel :- Direct Marketing Channel Designation :- Relationship Manager Purpose:- To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Responsibilities:- - Convert leads and generate business through leads shared by the organization - Visit potential customers for new business - Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management - Keep database current and accurate with: target customer, current customer and future customer - Ensuring that business targets are met month on month - Working on pre-fixed appointments What's in it for you:- - High Earning potential through Incentives as well as BDAs (Business Development Allowance) - Defined Career Growth path - Fast track promotion on completion of Goal Sheet - Regular Skill enhancement programs Candidates with Life Insurance sales / Cross sales Experience can apply. Interested Candidates kindly share your cv on kli.aarti-choudhary@kotak.com or whatsapp your cv on 9082268319. Thanks and Regards, Aarti Choudhary 9082268319 KLI | HR Team

Role & responsibilities Direct On-roll job Banking CASA accounts opening , meeting with corporate companies , and Start up company CEO Handling KYC documents Opening Salary account and current account Bike and DL must Only Male candidates can apply Contact : Krishna 9606580693 Preferred candidate profile

Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 25,26,27-06-2025 Timing :10 am to 3 pm Positions: Business Development Officer Equitas Small Finance Bank Ltd Interview Venue: plot no-72 Sy no-403(new-120 First Floor Road No -70, A, Journalist Colony, Jubilee Hills, Hyderabad, Telangana 500033

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 10 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 28-06-25 Timing :10 am to 1 pm Equitas Small Finance Bank Ltd Interview Venue: Equitas Small Finance Bank No 1217, JS Empire,3rd Floor, Trichy road Coimbatore 641021. Landmark - Above Airtel Showroom.

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 ;- 4.5 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

Role & responsibilities Ensure quality new acquisition on Current Accounts for Resident/Non Resident accounts through Referrals from cold calls in the catchment area. Penetration of FD to existing and new customers. Ensure quality customer service is delivered. Meet productivity norms defined through support of channels and own effort Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible. Generating leads for other products and passing the same to the branch for follow up.

Role & responsibilities Ensure quality new acquisition on Current Accounts for Resident/Non Resident accounts through Referrals from cold calls in the catchment area. Penetration of FD to existing and new customers. Ensure quality customer service is delivered. Meet productivity norms defined through support of channels and own effort Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible. Generating leads for other products and passing the same to the branch for follow up.

Greetings from Kotak Life Insurance!! We are Currently hiring For a Relationship Manager In our Direct Marketing Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Location: Ahmedabad, Surat, Mumbai - Andheri, Thane. Role & responsibilities - Convert leads and generate business through leads shared by the organization - Visit potential customers for new business - Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management - Keep database current and accurate with: target customer, current customer and future customer - Ensuring that business targets are met month on month - Working on pre-fixed appointments. Preferred candidate profile Perks and Benefits Qualification - Any Graduate Perks and benefits - High Earning potential through Incentives as well as BDAs (business Development Allowance) - Defined Career Growth path - Fast track promotion on completion of Goal Sheet - Regular Skill enhancement programs These is 100% Field Sales work

Role & responsibilities Ensure quality new acquisition on Current Accounts for Resident/Non Resident accounts through Referrals from cold calls in the catchment area. Penetration of FD to existing and new customers. Ensure quality customer service is delivered. Meet productivity norms defined through support of channels and own effort Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible. Generating leads for other products and passing the same to the branch for follow up.

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.

Role & responsibilities Ensure quality new acquisition on Current Accounts for Resident/Non Resident accounts through Referrals from cold calls in the catchment area. Penetration of FD to existing and new customers. Ensure quality customer service is delivered. Meet productivity norms defined through support of channels and own effort Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible. Generating leads for other products and passing the same to the branch for follow up.

Role & responsibilities 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 Candidate Age:-Minimum 21 to Maximum 30 years Profile Education: 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/ Skills: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ Knowledge of regulatory guidelines