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0.0 - 5.0 years
3 - 4 Lacs
Ahmedabad
Work from Office
Relationship Officer -811 Digital Sales-Digital Banking Kotak-Regional sales 811 CA /SA RO 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
Posted 2 months ago
1.0 - 5.0 years
2 - 3 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Hiring Alert Conneqt Business Solutions Location: Turbhe, Navi Mumbai Client: Unity Small Finance Role: Voice Inbound Req: Min 1 yr exp in BPO/Banking (Banking Sales) Grad must | Versant 5+ Rotational shifts CTC: Up to 32K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785
Posted 2 months ago
2.0 - 6.0 years
3 - 6 Lacs
Jalandhar, Amritsar
Work from Office
Job Description Job Title- Customer Care Executive/Customer Experience Executive/ PB Sales Business Unit- Retail Branch Banking Business Unit- Retail Branch Banking Reports to Reports to- Branch Manager Locations- Jalandhar & Near by locations Key Responsibilities Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Ensure TAT for transaction and volume of entries that may vary depending on branch size. Cross selling & Up-selling of banking and third party products at Teller desk to help with lead generation in the branch. Database Calling to customers while ensuring maximum knowledge sharing and understanding/recording the grievances with goal ...
Posted 2 months ago
2.0 - 6.0 years
3 - 6 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Job Description Job Title- Customer Care Executive/Customer Experience Executive/ PB Sales Business Unit- Retail Branch Banking Business Unit- Retail Branch Banking Reports to Reports to- Branch Manager Locations- Delhi NCR, Noida & Gurugram Key Responsibilities Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Ensure TAT for transaction and volume of entries that may vary depending on branch size. Cross selling & Up-selling of banking and third party products at Teller desk to help with lead generation in the branch. Database Calling to customers while ensuring maximum knowledge sharing and understanding/recording the grievances with goal of...
Posted 2 months ago
0.0 - 3.0 years
0 - 2 Lacs
Jamshedpur
Work from Office
Role & responsibilities Acquire new Kotak 811 accounts and check KYC. Cross sells bank products to existing set of customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base Preferred candidate profile Education: Graduation from a UGC recognized university. Experie...
Posted 2 months ago
1.0 - 5.0 years
3 - 4 Lacs
Bilaspur
Work from Office
CASA NTB (Nos) Incremental CASA AMB Value (Through NTB Accounts) Incremental Retail TD (Rs Lacs) (Through NTB + Mapped Book) LI + GI + MF - Net revenue ( lacs) Deepening : 2% MoM CASA Growth in mapped accounts Required Candidate profile Premium Debit Cards(NTB Acs) 70% Sales Taking referral and ensuring product penetration through customer engagement To ensure Nil escalations/complaints pertaining to customer service
Posted 2 months ago
1.0 - 6.0 years
2 - 5 Lacs
Chennai
Work from Office
Work Location: Chennai Role: Business Development Manager (BDM)/ Sr. Business Development Manager Interview Date: 05,07,08,09-Jul'25 Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of cu...
Posted 2 months ago
1.0 - 3.0 years
4 - 6 Lacs
Bengaluru
Work from Office
Role & responsibilities: - Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates - 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. - Participate in corporate induction and migration events around the catchment area - Build strong relationship with internal teams to leverage existing relationships from SME - Conduct low-cost micro marketing activities around catchment areas for lead generations. Preferred candidate profile: IRDA & AMFI certification is preferred.
Posted 2 months ago
0.0 - 3.0 years
1 - 3 Lacs
Chennai
Work from Office
Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgradua...
Posted 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Gurugram
Work from Office
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
Posted 2 months ago
1.0 - 4.0 years
2 - 4 Lacs
Jhansi
Work from Office
Role & responsibilities Identify potential customers and generate leads through various sources such as referrals, cold calling, and networking. Conduct sales meetings with potential customers to understand their financial needs and offer suitable products and services. Build and maintain strong relationships with customers to ensure customer satisfaction and retention. Achieve monthly and quarterly sales targets set by the bank. Keep up-to-date with market trends and competitor offerings to effectively position our products and services. Collaborate with other teams within the bank to cross-sell and up-sell products to existing customers. Ensure compliance with all bank policies and procedu...
Posted 2 months ago
1.0 - 6.0 years
1 - 4 Lacs
Vadodara
Work from Office
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 a...
Posted 2 months ago
3.0 - 8.0 years
4 - 7 Lacs
Mumbai
Work from Office
IRDA &NISM CERTIFIED CASA SALES, RETAIL LIABILITIES AND OTHER BANKING PRODUCTS. FIELD CALES CASA Acquisition HR-8855045944
Posted 2 months ago
4.0 - 8.0 years
7 - 11 Lacs
Navi Mumbai
Work from Office
Strategic/ Managerial Responsibilities Team Leadership: - Leading a team of relationship managers, providing guidance, training, and support to ensure effective client management
Posted 2 months ago
4.0 - 8.0 years
7 - 11 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
Strategic/ Managerial Responsibilities Team Leadership: - Leading a team of relationship managers, providing guidance, training, and support to ensure effective client management
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
Patna
Work from Office
Role/ Job Title: Associate Manager-Acquisition (Current/Household)-Sales Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality ...
Posted 2 months ago
1.0 - 2.0 years
2 - 4 Lacs
Hyderabad
Work from Office
Walk-In Drive on 9th Jul @ CSB Bank SR Nagar Branch Open Positions: BDE CASA & Gold - Minimum one year experience required in Sales Open Locations: Hyderabad Walk-In Location: CSB BANK LTD, S R NAGAR BRANCH, CSB BANK LTD, 4th FLOOR, D NO.7-1-621/93, SANJEEVA REDDY NAGAR MAIN ROAD, HYDERABAD, TELENGANA Interested candidates can Walk-In directly to above mentioned location with your updated CV Please also register in CSB Career Portal and apply for a Suitable Job: https://iaamcp.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CSB Perks: Good Incentives Medical Facility Insurance Looking for only experienced and currently working candidates
Posted 2 months ago
1.0 - 6.0 years
1 - 4 Lacs
Jaipur
Work from Office
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 a...
Posted 2 months ago
0.0 years
0 - 2 Lacs
Bengaluru
Work from Office
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
Posted 2 months ago
1.0 - 6.0 years
1 - 3 Lacs
Pune, Mumbai (All Areas)
Work from Office
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 concer...
Posted 2 months ago
1.0 - 2.0 years
2 - 3 Lacs
Meerut, Gurugram
Hybrid
Role & responsibilities Fiels Sales Preferred candidate profile
Posted 2 months ago
1.0 - 6.0 years
4 - 6 Lacs
Noida, Gurugram
Work from Office
Selling Life Insurance in Direct Channel. 50% Calling and 50% Field Exp in Life Insurance or BFSI Sales Salary:- 4- 6 LPA + Incentive INT CAND CALL 9753490116 OR SHARE RESUME ON rinki.gajbhiye@calibehr.com Walk in Interview
Posted 2 months ago
2.0 - 7.0 years
2 - 7 Lacs
Lucknow, Delhi / NCR, Mumbai (All Areas)
Work from Office
Acquisition of CASA sales
Posted 2 months ago
0.0 - 3.0 years
2 - 3 Lacs
Udaipur, Jaipur, Jodhpur
Work from Office
Roles and Responsibilities Manage relationships with existing customers to increase sales of current accounts, saving accounts, liability products, and third-party products.
Posted 2 months ago
10.0 - 20.0 years
12 - 20 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer a...
Posted 2 months ago
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