1305 Casa Sales Jobs

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 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