6337 Casa Sales Jobs - Page 6

Job Title: Field Sales Executive Department: Field Sales Employment type: Full time Role & responsibilities: Conduct field visits to sell insurance products and achieve sales targets. Handle 30% of leads provided by the company and generate the remaining 70% through personal outreach. Educate potential customers about insurance policies and assist in selecting suitable options. Ensure accurate and timely documentation and policy processing. Maintain regular follow-ups and client relationships for long-term engagement. Travel approximately 70 to 80 kms daily within the assigned region. Preferred candidate profile: Age below 35 (only male candidates) English is mandatory

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Guntur,Malapuram,Kottayam Industry : Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 years of field sales experience in banking or Insurance sales Strong communication and networking skills Only Male Candidates Looking for Immediate Joiner. 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 an...

Role & responsibilities Preferred candidate profile Perks and benefits

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Madurai, Visakhapatnam , Belgaum Industry : Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 years of field sales experience in banking or Insurance sales Strong communication and networking skills Only Male Candidates Looking for Immediate Joiner. 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 n...

OPENING FOR BDM FOR HEALTH INSURANC SELLING LIFE INSURANCE POLCIES RECRUITING AGENTS REACHING target SALARY MAXM 4.5L+INCENTIVES+MEDICALS INTERESTED CANDIDATES CONTACT 9966637564 OR ELSE SEND CVS TO srinivas.consultant9@gmail.com Required Candidate profile need 2 years experience in sales and marketing field sales job AGENCY channel prefers

OPENING FOR BDM FOR LIFE INSURANC SELLING LIFE INSURANCE POLCIIES RECRUITING AGENTS REACHING targets SALARY MAXM 4.5L+INCENTIVES+MEDICALS INTERESTED CANDIDATES CONTACT 9966637564 OR ELSE SEND CVS TO srinivas.consultant9@gmail.com Required Candidate profile need 2 years experience in sales and marketing field sales job GENERAL INSURANCE PREFERED

Relationship Manager - Casa Sales 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language. 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 Ensure successful onboarding of customer for a smooth transition to branch banking team. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to ...

Post : Sales Officer Source new customers for AU Bank credit cards, explain features and benefits, achieve sales targets, maintain customer relations, coordinate for processing, and ensure verification and quality of applications. Required Candidate profile • Education : 12th pass and Any Graduate • Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance • Age : 22 to 35 YRS (Fresher's can't apply) Contact : 7990255140 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Role & responsibilities • To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only • Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. • 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 • Contribute towards building CASA book size. Preferred candidate profile Excellent communication skills. • Should have some existing base of customers • Graduate/Postgraduate: 0-2 years of...

Identify sourcing contacts & network with such contacts Conduct events in the premises of establishments Network with traders association / professional association etc Identify construction projects in the market through open market / direct market Required Candidate profile Exp: 0-3 Yrs Strong presentation skills Ability to Organize, multitask, and work under pressure High degree of self-motivation Passion for selling Computer literacy, digital marketing understanding

Identify sourcing contacts & network with such contacts Conduct events in the premises of establishments Network with traders association / professional association etc Identify construction projects in the market through open market / direct market Required Candidate profile Exp: 0-3 Yrs Strong presentation skills Ability to Organize, multitask, and work under pressure High degree of self-motivation Passion for selling Computer literacy, digital marketing understanding

1. Acquiring new accounts (Current and Savings) from branch catchment area. 2. Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. 3. Participate in corporate induction and migration events around the catchment area 4. Build strong relationships with internal teams to leverage existing relationships from SME 5. Conduct low-cost micro marketing activities around catchment areas for lead generations

Position: Relationship Manager Experience: 1+ years Location: Delhi / Gurgaon About Policybazaar: As India's 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 millio...

Relationship Officer -811 Digital Sales-Digital Banking Kotak-Regional sales 811 Current Account 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- LI/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 customer Job Requirements: Education Qualification : Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age : Upto 25 Years

Job Title: Field Sales Executive Department: Field Sales Employment type: Full time Role & responsibilities: Conduct field visits to sell insurance products and achieve sales targets. Handle 30% of leads provided by the company and generate the remaining 70% through personal outreach. Educate potential customers about insurance policies and assist in selecting suitable options. Ensure accurate and timely documentation and policy processing. Maintain regular follow-ups and client relationships for long-term engagement. Travel approximately 70 to 80 kms daily within the assigned region. Preferred candidate profile: Age below 35 (only male candidates) English is mandatory

Job Title: Sales Executive CASA Products Location: MEERUT,Faizabad,Muzaffarnagar,Shahjahanpur,Jankipuram, Brijlok Colony Pilibhit Road Bareilly,Delhi Road Meerut,Gomti Nagar, (Lucknow), Kanpur , Allahabad , Agra , Lanka ,Basti Experience: Minimum 1 year in CASA / Current & Savings Account sales Education: Graduate Age: Maximum 32 years CTC: As per industry standards / Negotiable Job Summary: We are looking for a motivated and target-driven Sales Executive to drive CASA (Current Account and Savings Account) acquisition and growth in the assigned locations. The candidate will be responsible for identifying new customers, maintaining strong client relationships, and achieving assigned business ...

Role & responsibilities Job Title: Sales Manager Premium Banking Corporate Title: NCT Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benef...

Axis Bank Hiring: Sales Officer/AM CASA Locations: Chennai, Erode,Hosur, Karur, Madurai, Salem, Thanjavur, Tirunelveli, Trichy To apply, please reach out to Harini at 9444007802. Job Summary: We are seeking a highly motivated Sales Officer/AM CASA to join our team in Chennai. The ideal candidate will have 1-3 years of sales experience in any field, with a strong passion for sales. Key Responsibilities: - Open Current and Savings Accounts - Meet sales targets - Engage in field sales activities Requirements: - Education: Any degree - Experience: 1-3 years in sales - Age: Not specified - Gender: Both - Locations: Various locations in Chennai (listed below) Salary: - 17.5k - 24.5k (net) per mont...

Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %/ UID penetration and NBD penetration. Achieve Sales call plans to acquire large prospective customers through referrals.

Roles and Responsibilities Customer Acquisition: Actively find and meet potential customers through field visits and cold calling to open new CASA accounts. Sales Targets: Achieve and exceed monthly and quarterly sales targets for new account openings and deposits. Cross-Selling: Promote and sell additional bank products and third-party products like insurance, mutual funds, and loan products to new and existing customers. Customer Relationship Management: Build and maintain strong relationships with new and existing clients to ensure customer satisfaction and retention. Documentation and Compliance: Assist customers with the application and documentation process, ensuring all KYC and compli...

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial bankin...

Must have good communication skills. 1+ year experience in BFSI or insurance sales preferred. Build strong customer relations and achieve targets. Candidate must have a bike for field visits. Contact – HR Poonam | CV / WhatsApp – 8368018157.

Identify and acquire new customers for credit card products through various channels. Handle end-to-end credit card sales process lead generation, documentation, and follow-up. Maintain relationships with existing and high-net-worth customers Required Candidate profile Prior experience in handling Elite / HNI Credit Card customers Two-wheeler and valid driving license are mandatory Any Graduate (preferably with a background in Banking / Finance / Marketing).

Acquire new customers for CASA (Current Account & Savings Account) through open market and customer references. Maintain and deepen existing customer relationships to increase account balances and product penetration. Required Candidate profile Any Graduate (preferably with a background in Banking / Finance / Marketing). 2-4 years in CASA sales from banking or financial sector. Two-wheeler with valid driving licence (Mandatory)

#Hiring #UttarPradesh Position: Sales Executive Location : Saharanpur, Allahabad, Bela Pratapgarh, Kanpur, Lanka, Agra, Mathura, Ghazipur, Basti, Meerut, Faizabad, Muzaffarnagar, Sahahjanpur, Jankipuram, Philibhit, Ayodhya, Lucknow Experience : Fresher or Min 1 yr in Field Sales (BFSI OR Fintech sales exp highly preferred) CTC: Upto 3 LPA+ incentives Age Limit: Up to 30years Local and relevant candidates can DM with resume on 8126101395 OR assurejobs60@gmail.com