2489 Casa Sales Jobs - Page 49

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 efforts. 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.

Urgent Required Agency channel Designation :- AM/ADM/Sr,AM/RM Exp :- Min 1-3 Year exp In life insurance, Health Insurance , general Insurance , Bfsi sales, Any sales exp CTC :- 5.5 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

Urgent Required Agency channel Designation :- AM/ADM/Sr,AM/RM Exp :- Min 1-3 Year exp In life insurance, Health Insurance , general Insurance , Bfsi sales, Any sales exp, Banking sales CTC :- 5.5 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

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: - 5.5 Lpa+incentive +Travelling Allowances contact : -Hr Prajakta 9325687615 Required Candidate profile Any Banking sales , Credit card sales, Casa sales, Cross sales, Life insurance sales, Any Insurance sales exp candidate apply

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: - 3.5 Lpa+incentive +Travelling Allowances contact : -Hr Prajakta 9325687615 Required Candidate profile Any Banking sales , Credit card sales, Casa sales, Cross sales, Life insurance sales, Any Insurance sales exp candidate apply

Role & responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Preferred candidate profile BFSI/Banking Experience : Candidates must have 2-6 years of experience in the BFSI sector and currently hold a position as a Relationship Manager or an equivalent role in a bank. Mandatory Min Qualification : Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank. languages Requirement: Gujarati, Bengali, Marati and Tamil.

Post : Branch Sales Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must be required • Must have 1 YRS of experience in Life Insurance / Banca / Insurance Sales • Good Communication skills For more information Call OR WhatsApp : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

Front Line Sales Bancassurance Channel Are you good at building rewarding professional relationships? If yes, then this is the right job for you. As a Front Line Sales employee in Bancassurance channel, you will network with assigned channel partner teams to build win-win business relationship and ensure high performance by selling life insurance products. What are we looking for? Integrity and passion to perform are the two most important traits that will define your success in this role. In addition, good verbal & written communication and ability to influence are a must. What does the job entail? It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations. About the channel Bancassurance is the largest sales channel of HDFC Life which includes selling life insurance through Bancassurance partners like HDFC Bank With its vision to be the highest performing Bancassurance channel in the industry, the team has its presence in 400+ locations in the country Essential conditions Age: 21 38 years Education: Graduation in any stream Minimum Sales Experience: 6 months to 4 years Please connect with HR representative for further requirements

We are looking candidates whom has 1+ Years Experience in CASA FIELD SALES, Life Insurance, Credit card Sales Role : PB Sales Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment • Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. • Work on Enabler for Business acquisition • Participate in Local Marketing promotional activities of the Branch for Business Acquisition • Fully responsible to get Values in the Self sourced Accounts • Meet the defined productivity norms for Self-Sourcing and mentioned in PLP • Adherence of KYC/AML in true spirit while acquisition of new accounts • Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing • Utilizing the sales resources (BDR) for optimal sales support • Penetration of FD to unique customers Interested candidates Apply on - dinesh.wadhwani@hdfcbank.com

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Role & responsibilities: Life Insurance ( Agency Channal) - Andhra Pradesh Preferred candidate profile : Qualification : Any Degree Age criteria : Upto 30yrs Interested candidates can share their updated CV On snehatalla@tminetwork.com / Whtsapp : 9032608694(Sneha )

Role & responsibilities: Life Insurance ( Agency Channal) Preferred candidate profile : Qualification : Any Degree Age criteria : Upto 30yrs Interested candidates can share their updated CV On snehatalla@tminetwork.com / Whtsapp : 9032608694(Sneha )

Meet sales targets through direct marketing & outside sales Sells Current Account/ Saving Account / Salary accounts Conduct field sales activities for banking services Monitor field activities & ensure daily reporting Motivate team to exceed targets Required Candidate profile Good communication skill in both English and the local language. Excellent lead generation and conversion skill Must be Graduate candidate should be ready for field work Should be Local Age- 22 to 35 Perks and benefits Medical & Health Insurance Bonus + Incentives

graduate from any Stream min - 0.6 - 2 Y exp in sales with Good skills Open to travel Handle existing customers, build relationships, cross-sell financial products, and ensure post-sales service and comp. Fixed salary + Incentives PF Health Insurance

Urgent Hiring Alert - Bajaj Allianz L2 Inside Sales | HNI Clients | Life Insurance Position: Sales Advisor ( CSR on paper ) Experience: Min 1 Year in BPO/Insurance Sales Qualification: Graduate Salary: 17,000 24,000 CTC Role Highlights: * Connect with HNI Clients for Life Insurance Sales * Inside Sales Role No Field Work! * Strong knowledge of Insurance / Stocks / Mutual Funds / Investments is a BIG plus! We need 3 candidates URGENTLY! Immediate Joining Preferred! Share relevant profiles ASAP! Let’s close this super opportunity together! How to Apply:- To schedule your interview kindly share your resume/ call at HR Neha :- 9168991284

Role & responsibilities Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Required Criteria Must be a graduate. Two wheeler must. Age limit up-to 35yrs. Perk Benefits Salary + Incentive + Statutory + Medical coverage Location - Coimbatore - Ganapathy Coimbatore - NSN Palayam Coimbatore - Sai baba colony Erode Madurai Tiruchirappalli Tirunelveli

Candidate must be graduate Minimum 6 months of experience in BFSI sales is required Life Insurance sales experience is preferred MBA Freshers can apply Open for Field work Bike is mandatory Candidates Can Call @HR mansi 8595586162 & WhatsApp CV

Candidate must be graduate Minimum 6 months of experience in sales is required Life Insurance sales experience Bike is mandatory open for field work Candidates Can Call @HR Shivangi 6307191538 & WhatsApp CV

Candidate must be a graduate Min 1 Year Life insurance & BFSI Sales Experience Build a Good Relationship With Bank RM Sell life insurance to walk-in customers Must be a graduate and have a bike Candidates Can Call @HR Ankita 9101286673

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

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

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 /Whatsapp Resume