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1 - 6 years
2 - 5 Lacs
Kottayam
Work from Office
ESAF Small Finance Bank Hiring!!! For Queries please contact/ WhatsApp -Mr.: Abiel k Johnson. We are looking forward to meet you! Vertical: Branch Banking Roles: * Relationship Officer-HNI * Gold loan Officer * Sales Officer Location: Across Kottayam Criteria: Min 1 year experience in relevant field preferred. Qualification: Any Degree. Kindly contact ABIEL : 8714084222
Posted 1 month ago
- 5 years
2 - 3 Lacs
Noida, Faridabad, Greater Noida
Work from Office
Role Definition / Expectation: Officer Sales I : Fresher Upto 1 yr exp ( Min. 21 yr - 28 yr ) Officer Sales II : 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector Job location : Noida/ GR. Noida / Ghaziabad / Faridabad / Gurgaon Min Qualification : Graduate Role Expectations: CASA Sourcing , Field Sales, Cold Calling, Client Visits, TPP, Cross Sell, Candidates must have 2-Wheeler 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
Posted 1 month ago
1 - 6 years
2 - 2 Lacs
Jalandhar, Ludhiana, Chandigarh
Work from Office
What Youll Be Doing Be the face of the brand in your territory — generate leads, meet customers, and drive conversions . Actively scout and build relationships with DSAs, real estate agents, builders , and local connectors. Meet prospects, understand their needs , explain loan products, and get documents rolling . Ensure 100% compliance and documentation to minimize rejections. Manage your sales funnel using CRM or internal tools — no drop-offs, no excuses . Handle on-ground verifications , coordinate with credit & operations, and close deals like a boss. Push boundaries: if you’re not cross-selling , you’re not trying hard enough. What We’re Looking For 1–4 years of experience in sales (Home Loans / LAP / Mortgage preferred). Solid field experience — you know your city’s streets better than Google Maps. Fluent in local language + Hindi/English. Comfortable with smartphones, WhatsApp, basic Excel, and mobile CRMs. Ability to build trust quickly with middle-income customers and channel partners. Relentless on follow-ups — your diary should be full of callbacks, not excuses. Passion for targets — you love incentives as much as your morning chai.
Posted 1 month ago
1 - 4 years
3 - 3 Lacs
Kolkata
Work from Office
Greetings From Upgrad! We have Urgent opening for Casa sales officer Experienced mandatory 6mnths + Ctc-upto 3.50 lpa Interview will be face to face Location-Kolkata Bike & DL Mandatory Note- it's open market sales Gradution manadatory JD A BO Casa Sales position, often titled "Branch Operations - CASA Sales," focuses on acquiring new Current Account Saving Account (CASA) customers and increasing the bank's overall CASA deposit base . The job description generally involves prospecting for new customers, opening accounts, cross-selling other banking products, and ensuring adherence to KYC (Know Your Customer) regulations. Here's a more detailed breakdown of typical responsibilities and requirements: Key Responsibilities: Customer Acquisition: Identifying potential CASA clients through various channels like cold calling, referrals, and market research. Account Opening: Completing the necessary documentation and procedures for opening new CASA accounts, ensuring compliance with KYC norms and regulations. Cross-Selling: Identifying opportunities to cross-sell other bank products and services to new and existing CASA customers, such as loans, insurance, and investments. Relationship Building: Developing and maintaining strong relationships with customers to ensure retention and growth of the CASA portfolio Interested Candidates please send your updated resume on khusbu.varma@upgrad.com Contact No: 8582807767
Posted 1 month ago
- 5 years
3 - 5 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Looking for a dynamic Financial Advisor to manage client relationships, develop and implement financial plans, conduct reviews, upsell/cross-sell products, and lead a team for smooth operations. Strong leadership and client management skills required
Posted 1 month ago
- 3 years
2 - 3 Lacs
Bharuch, Valsad, Vapi
Work from Office
Sell banking products like accounts, loans, and insurance. Help customers with their financial needs. Meet sales targets and grow business. Build strong relationships with clients. Ensure good customer service and follow bank guidelines. Required Candidate profile Any graduate. 1-4 years of sales experience in banking or finance. Strong communication and relationship-building skills. Age required 21 to 32. Vishwa (HR) - 92743 47729
Posted 1 month ago
2 - 5 years
5 - 7 Lacs
Hyderabad
Work from Office
Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Customer Service Only Banking experience Preffered Job Requirements Graduate with 2 -5 year of experience in acquisition of current accounts with a bank Should have good understanding of the local geography & good networking in the local area.
Posted 1 month ago
5 - 10 years
6 - 10 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
Strong leadership quality Ability to build a Team Experience {Banking Products} NTB, liability, Branch Banking To achieve the assigned business target of the Region Manage the business profitably Monitor the business quality and customer service Required Candidate profile handle Branch of Bank & Handling Direct Sales Team would be given priority Team Building Sourcing of business thru the Bank Branches and Direct Sales Team, Managing cost of acquisition Perks and benefits Best In BFSI*
Posted 1 month ago
5 - 10 years
6 - 10 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Strong leadership quality Ability to build a Team Experience {Banking Products} NTB, liability, Branch Banking To achieve the assigned business target of the Region Manage the business profitably Monitor the business quality and customer service Required Candidate profile handle Branch of Bank & Handling Direct Sales Team would be given priority Team Building Sourcing of business thru the Bank Branches and Direct Sales Team, Managing cost of acquisition Perks and benefits Best In BFSI*
Posted 1 month ago
1 - 6 years
3 - 8 Lacs
Kolkata
Work from Office
Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings:- Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Relationship Officer Business Accounts 6) Branch Relationship Manager Branch Banking(Team Handling role). 7) Relationship Leader Business Accounts-Min 6 Years of experience into Sales(Team Handling role). Operations role:- 1) Branch Operations & Service Manager(BOSM) Age Group: 18 Years to 38 Years Maximum.
Posted 1 month ago
5 - 10 years
5 - 10 Lacs
Pune
Work from Office
- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need. - Liability Product selling, education on product features - Acquire new customers through referrals from existing customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio - Maintain the overall quality / hygiene parameters of the portfolio - Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds - Joint calls being done along with Supervisor as per defined process - Advisory services to be offered based on the customers requirement. - Attrition control of customers - Achieving MTD and YTD Revenue Targets - Achievement of income plans and other benchmarks within portfolio
Posted 1 month ago
1 - 4 years
2 - 3 Lacs
Kolhapur, Nagpur, Thane
Work from Office
Work inside the bank branch and sell insurance products. Get leads from walk-in bank customers. Help the bank team to promote insurance plans. Meet monthly sales targets. Give good service to customers. 9904750213 - Nisha HR Required Candidate profile Graduate (mandatory) 1+ year of sales experience (BFSI preferred) Good communication and people skills Perks and benefits On Roll Job Attractive Incentive + Bonus Others
Posted 1 month ago
2 - 3 years
2 - 3 Lacs
Ghaziabad, New Delhi, Delhi / NCR
Work from Office
Job Description Functional DesignationRelationship Manager - Premium AccountDepartment Branch Banking Offered grade Assistant Manager/Deputy Manager Job Sales / Acquisition Reporting To Branch Manager Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities Sr.Key Responsibilities 1New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation 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. 4Activities for lead generation 5Cross 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 Qualifications and Experience Requirement Qualifications MinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential 1-3 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. Competency Requirements Technical Skills SkillAttribute Computer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable. Behavioural Skills SkillAttribute Communication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards
Posted 1 month ago
1 - 6 years
1 - 4 Lacs
New Delhi, Bahadurgarh, Delhi / NCR
Work from Office
Leading Bank hiring CASA Sales Officer Salary upto 4 Lacs Candidate should be from Banking Background Should have experience into Current Account & Savings Account Candidate should be currently working Age Max 35 Only Graduates should apply
Posted 1 month ago
1 - 6 years
2 - 4 Lacs
Hyderabad
Work from Office
= Job description 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 Location - Guntur , Ongole , Kurnool Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.
Posted 1 month ago
5 - 10 years
4 - 9 Lacs
Ahmedabad, Vadodara
Work from Office
Key Responsibilities: Sales Leadership: Lead and motivate a sales team to achieve targets for liability products. Sales Execution: Directly sell and cross-sell liability products to new and existing customers. Target Achievement: Meet and exceed individual and team sales targets for deposit accounts, loans, and other liability products. Customer Relationship Management: Build and maintain strong relationships with customers to foster loyalty and encourage repeat business. Performance Management: Set and monitor performance metrics, provide coaching and feedback to the team, and implement strategies to improve sales performance. Team Development: Recruit, train, and mentor sales team members to ensure they have the necessary skills and knowledge to succeed. Product Expertise: Maintain a strong understanding of liability products, policies, and procedures. Compliance and Risk Management: Ensure adherence to all relevant regulations and policies regarding the sale of liability products. Reporting and Analysis: Prepare regular reports on sales performance and identify areas for improvement. Lead Generation: Develop and implement lead generation strategies to attract new customers and grow the liability portfoli
Posted 1 month ago
1 - 6 years
2 - 4 Lacs
Rajahmundry, Vizianagaram
Work from Office
Job description 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
Posted 1 month ago
1 - 3 years
1 - 3 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Urgent Hiring: Customer Service Executive SBI Life Insurance (20 Openings) Location: Malad, Virar, Mumbai Shift Timings: 9:30 AM to 7:00 PM (Rotational Week Off) Job Description We are hiring Graduate Freshers for SBI Life Insurance (on priority) to handle customer service and support roles. The ideal candidate should have good English communication skills and a passion for delivering excellent service. Key Responsibilities Handle inbound & outbound customer calls. Assist customers with policy details, payments, and general queries. Communicate effectively in Hindi, English, and regional languages (Tamil, Telugu, Kannada, Malayalam – added advantage). Maintain high levels of customer satisfaction and compliance standards. Candidate Profile Education: Graduate (Freshers welcome). Age: 21 to 30 years. Languages : Mandatory: Fluent in Hindi & good English. Preferred: Tamil, Telugu, Kannada, Malayalam (must also be fluent in Hindi & English). Skills: Strong verbal communication, customer-centric mindset. Salary & Benefits 15,000 – 25,000 (based on last drawn) + Attractive Incentives Opportunity to work with a leading insurance brand. Growth & learning opportunities. Ready to Apply? Call or WhatsApp your CV to HR Prakash at 9604548167 to schedule your interview.
Posted 1 month ago
1 - 4 years
2 - 3 Lacs
Chennai
Work from Office
To manage and retain the Existing customers Responsibilities (a) Conduct market research, including area mapping, to identify sales possibilities and evaluate customer needs. (b) Actively seek out new sales opportunities through cold calling, networking, social media, existing customers and leads provided by the Bank. Plan and carry out sales and marketing activities, in the assigned areas/ markets. (d) Plan and organize meeting with potential clients, evaluate their needs and achieve sales of products and services of the Bank. (e) Help branches to plan and conduct customer meets. (f) Participate in exhibitions and other local events on behalf of the Bank, in consultation and approval of reporting manager, with an objective of promoting the brand, product and services of the Bank. (g) Collaborate with team/ branches to achieve optimum results. (h) Identify and utilize opportunity for cross selling of other retail products and services of the Bank. (i) Ensure sales quality and sales target and retention of customers. (j) Seek and understand the Continuous / regular evaluation of products and services of competitors in own area and provide quality feedback to reporting manager with an aim to improve own products and services. (k) Recruit, train and coach Business Associates/ Agencies as directed by the Reporting Manager. Monitor and evaluate their performance. Eligibility & Perks Priority for experience sales & Marketing Responsible for self sourcing and attainment of business targets Two wheeler mandatory
Posted 1 month ago
- 5 years
2 - 3 Lacs
Kolhapur, Nagpur, Pune
Work from Office
Job Title: Sales Executive Function: Sales Department: Liabilities Typical Grade: Executive, Senior Executive , Assistant Manager. Location : Nagpur,Pune,Kolhapur Reporting Manager: Branch Sales Manager Age: For Freshers - up to 28 yrs For Experienced - 32 yrs Salary : For Freshers - Rs 2,13,096 For Experienced - Rs.3,00,000 CIBIL Score: 700+ Work Type: Field Work "If you have any relevant references, kindly forward this email to them or share their resume on this number - 9151884616 You can directly call on the same no. Kindly ignore this email in case not relevant to you
Posted 1 month ago
1 - 6 years
2 - 5 Lacs
Kotputli, Ahmedabad, Jaipur
Work from Office
Job Title: CASA Sales Executive Department: Retail Banking Location: Jaipur, Ahmedabad, Kotputli, Udaipur Pan India Employment Type: Full-time Job Summary We are looking for energetic and target-driven individuals to join our Retail Banking team as CASA Sales Executives. The role focuses on acquiring new Current and Savings Account (CASA) customers and maintaining long-term relationships through excellent service and follow-up. Key Responsibilities: Acquire new customers for Current and Savings Accounts through field visits, cold calling, and market activities. Identify and generate leads from various sources including referrals and walk-ins. Present banking products clearly and effectively to prospective clients. Meet assigned CASA sales targets consistently. Ensure accurate documentation and KYC compliance during account opening. Maintain relationships with existing customers for retention and cross-selling. Submit daily sales reports and maintain lead tracking systems. Qualifications: Graduation in any stream (mandatory) 6 months to 2 years of experience in field sales, preferably in banking or financial services Strong communication and convincing skills Ability to work independently and as part of a team Key Skills: CASA Sales Field Sales Customer Acquisition Banking Products Knowledge Relationship Management Benefits: Attractive performance-based incentives Travel and mobile reimbursement Career progression opportunities Ongoing training and development
Posted 1 month ago
6 - 11 years
8 - 12 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading bank. Key Responsibilities (KRAs): Acquire and grow High Net Worth (HNW) customer relationships focused on liabilities and commercial assets. Source new clients through personal efforts and acquisition channels. Deliver superior customer service in line with bank policies . Cross-sell bank products to mapped branch customers. Promote new products and enhancements to deepen relationships. Organize sales initiatives and client engagement events. Collaborate with group companies for product offerings. Maintain detailed records of customer interactions. Address customer queries and ensure timely resolution. Desired Candidate Profile: Strong relationship management skills with HNW customers. Solid knowledge of commercial assets (CC, OD, TL, Export Finance). Familiarity with Mutual Funds and Insurance is a plus. Graduate with 6 to 12 years Customer-focused with high energy and drive to succeed. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com
Posted 1 month ago
4 - 9 years
8 - 12 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading bank. Key Responsibilities: Acquire and manage High Net Worth (HNW) customer relationships for liabilities and commercial assets. Ensure excellent customer service and compliance with bank policies. Cross-sell bank products and inform clients of new offerings. Organize sales initiatives and client events. Collaborate with group companies for comprehensive product access. Maintain updated records and monitor customer feedback for service improvements. Candidate Profile: Proven experience in managing HNW banking relationships. Strong knowledge of Trade, Forex, and Commercial Assets (CC, OD, TL, Export Finance). Exposure to Mutual Funds and Insurance preferred. Customer-focused with high energy and drive to succeed. Experience: 6 to 8 years Age: Up to 35 years. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com
Posted 1 month ago
3 - 8 years
3 - 7 Lacs
Jamshedpur
Work from Office
Role & responsibilities Hiring for Retail Branch Banking - PB Sales, Pb classic, BSm , RM Mandatory Banking Experience , Specifically for Jamshedpur Location Cross selling of bank products, Client acquisition, HNI client handling, Portfolio Management Cash Handling Good Communication skills Knowledge of Competition & Current trends in the financial Industry. Portfolio Manange and dealing HNI clients
Posted 1 month ago
1 - 2 years
3 - 5 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus
Posted 1 month ago
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