Current Account Jobs in

As an Account Planner, you will manage and enhance client relationships while ensuring effective planning and execution of account strategies.**Key Responsibilities:**- **Client Relationship Management:** Develop and maintain strong relationships with clients to understand their needs and deliver exceptional service.- **Budget Planning:** Assist in creating and managing budgets for various accounts, ensuring expenditures align with client goals and expectations.- **Data Analysis:** Analyze market trends and client data to provide insights for account development and strategic decision-making.- **Coordination with Teams:** Work closely with internal teams such as sales and marketing to align strategies and deliver unified services to clients.- **Reporting:** Prepare regular reports on account performance, highlighting successes and areas for improvement to enhance client satisfaction.**Required Skills and Expectations:**- Strong communication skills are essential for effectively interacting with clients and team members.- Proficiency in data analysis and reporting tools will be needed to evaluate account performance and market trends.- An understanding of budgeting and financial management will be beneficial in managing clients' accounts successfully.- Attention to detail is important to ensure accuracy in reporting and compliance with client requirements.- A collaborative mindset is crucial for working alongside various departments to achieve shared goals.Candidates should hold a Bachelors degree in Commerce (B.Com) and possess 1 to 2 years of experience in a similar role. The ideal candidate will be female, with a proactive approach to problem-solving and a strong focus on client satisfaction.

A CASA (Current Account Savings Account) job in a bank is a sales-focused role centered on acquiring new customers, opening savings/current accounts, and selling banking products like loans, credit cards, and insurance. These roles, often titled Sales Officers, offer salaries between 2-6 LPA in India and require strong communication, networking, and target-driven skills

Hiring: Front Line Sales Executive Banking LoansIndustry: Banking & Financial ServicesRole: Front Line Sales (Loans)Experience: Freshers & up to 2 YearsCTC: 2.5 LPA 5 LPALocation: Pan India Job OverviewWe are hiring Front Line Sales Executives for leading banking and financial institutions. This role involves sourcing and selling loan products, building customer relationships, and achieving sales targets. Key ResponsibilitiesPromote and sell banking loan products such as:Home LoansLoan Against Property (LAP)Business LoansPersonal Loans (as applicable)Identify and approach potential customers through field sales and referralsExplain product features, eligibility, and documentation requirementsMaintain relationships with customers and ensure excellent serviceAchieve monthly sales targets and contribute to team growthCoordinate with internal teams for smooth loan processing Eligibility CriteriaEducation: Minimum Graduate (any stream)Experience: Freshers or candidates with up to 2 years of sales experienceAge: As per company normsSkills Required:Good communication & interpersonal skillsBasic understanding of sales & customer handlingWillingness to work in field sales What We OfferCompetitive salary (2.5 5 LPA)Performance-based incentivesTraining & career growth opportunitiesOpportunity to work with leading banks & NBFCsPan India job locations Contact : 9511141033 , 9455950201, 9696503868 or hr@nextmoveindia.in , www.nextmoveindia.in Interested candidates can apply through the Google Form below: Apply Now:https://lnkd.in/gepdSYjt

Designation :- Key Account Manager(KAM)Qualification:- Science Graduate Experience :- 2 Years In Anesthesia & Critical Care Sagment Salary:- As Per Interview Gender:- MaleSkills:- i)Proven Expertise In Hospital/Key Account Management Job Location:- Western Mumbai, Maharashtra Industry:- Manufacturing Industry/Reputed Engineer Company

Meet client and explain about available products CASA & Current account. Opening Saving Account & Current Account with the potential client and lead generated Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) 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.Walking Interview on 7th Jan-2026at below address Wasim Khan -HRAu Small Finance Bank Limited, SCO-47, Commercial Sector, Old Judicial complex, Urban Estate-007, Gurgaon

A CASA (Current Account Savings Account) Account Opening job involves field sales and customer acquisition, focusing on bringing in new savings/current accounts, especially salary accounts from corporates, by generating leads, conducting field visits (KYC), cross-selling products (insurance, mutual funds), ensuring activation (UPI, balance), and meeting targets, using CRM tools, and adhering to KYC/compliance.

In simple terms, an Accountant is the financial storyteller of a business or for an individual. Their job is to track every dollar that comes in and goes out to make sure the story of the money is accurate, legal, and helpful for making decisions.While many people think accountants only do taxes, their role is actually much broader.## What They Actually DoThink of an accountant's work in three simple steps:Recording (The Past): They keep a precise history of all financial transactions (buying supplies, paying employees, selling products).Reporting (The Present): They organize that history into clear reports like Balance Sheets or Profit & Loss Statements so owners know if they are actually making money.Advising (The Future): They look at the data to warn about risks, find ways to save on taxes, and help plan budgets for the next year.## The Big Three ResponsibilitiesAccuracy: Making sure no numbers are missing and that the bank balance matches the company's records (this is called reconciliation).Compliance: Ensuring the business follows government laws and pays the correct amount of tax on time to avoid fines.Strategy: Helping a business understand where it is wasting money and how it can grow faster.## Accountant vs. BookkeeperPeople often confuse these two, but there is a key difference:Bookkeepers are the recorders. They focus on the daily task of entering data and keeping receipts organized.Accountants are the analyzers. They take the data from the bookkeeper and interpret what it means for the health of the business.

Account ExecutiveLocation: - sector 8, ManesarExperience Required: Minimum 2 yearsSoftware Knowledge: Tally ERP, Excel, GST______Key ResponsibilitiesMaintain daily bookkeeping in Tally ERP.Prepare and manage sales & purchase invoices, debit/credit notes.Manage vendor payments, receipts, and bank reconciliation statements.Filing and handling of GST returns (GSTR-1, GSTR-3B).Maintain accounts payable and receivable records.Assist in monthly, quarterly, and yearly financial closing.Prepare financial reports, ledgers, and documentation as required.Coordinate with auditors and ensure compliance with accounting standards.________________________________________Required SkillsStrong knowledge of Tally ERP 9 / Tally PrimeGood understanding of GST rules & return filingKnowledge of MS Excel (VLOOKUP, Pivot Table preferred)Strong attention to detail and accuracyAbility to work independently and meet deadlines________________________________________QualificationsBachelors Degree in Commerce (B.Com/M.Com preferred)Minimum 2 years of relevant accounting experienceIf you are intersted so please send me your CV atcapitalplacement21@gmail.com9891409300

Key Responsibilities:Identify and acquire new Current Account and Savings Account customers from open market and corporate channels.Generate leads through cold calling, market visits, and customer references.Conduct field activities, promotional campaigns, and business events for customer engagement.Achieve monthly and quarterly CASA acquisition and revenue targets.Cross-sell other banking products like Fixed Deposits, Insurance, and Loans to new and existing customers.Ensure KYC and documentation compliance during account opening.Build and maintain long-term customer relationships for future business opportunities.

We are hiring for Bank Officer in AU Small Finace Bank, Kolkata !!!!!!!Designation : Bank OfficerLocation :Dalhousie , KolkataCTC : 4 -6 LPARequirement :GraduationMinimum1 Year of experience in Current account and saving account sales in Banking IndustryRespomnsibilities :Handling Sales of Current account and saving account sales.customer satisfaction.Thanks & Regards ,Anagha - 8879079191

Were Actively Hiring Banking Sales Professionals in Mumbai! Looking to build your career in the Banking Sales sector?We are hiring passionate candidates for Sales Executive / Sr. Executive / Assistant Manager roles in Mumbai. Location: Mumbai Freshers & Experienced candidates welcome You can also share your CV to talentseekers2024@gmail.com

100% field sales role: Acquisition of Saving/Current Accounts through open market activities.Cross-selling financial products such as Loans, Insurance, FD, SIP, etc.Building and maintaining strong customer relationships.Graduate with minimum 1 year of sales experience, good communication skills, and valid two-wheeler license required.We are hiring for a Leading Banking SectorRole: Relationship Officer 811 (Digital Sales)(Type: 100% Field Sales)Location: Delhi and NoidaRequirement: Graduate with minimum 1yr exp in field sales(preferably from Fintech, NBFC & Banking Sector)Age upto 34yrsInterested candidates can share their resume at 9997261563.Local & relevant candidates onlyReferences appreciated

Field sales in Current and SAVINGS ACCOUNT of the Bank, Call: 8005926897

This role requires an individual with strong accounting skills to manage financial records, process purchase transactions and contribute to the overall financial health of the organisation. The successful candidate will be responsible for accurately recording financial transactions.

Candidate have zeal to work as a sales executive.Completed graduation.

Job Openings for 1 Data Typist Job with minimum 1 Year Experience in Sanpada, Navi Mumbai, having Educational qualification of : Advanced/Higher Diploma, B.A, B.Com, LLB, M.A, M.Com with Good knowledge in DATA TYPPING, Drafting, Tally ERP, Current Account etc.

we need a candidate casa excutive account openand kyc update

We are looking for 2 Urgent Require Accounts Assistant for Agro food company for Gondal Gujarat Posts in Gondal, Rajkot, with deep knowledge in Accounts Assistant,Accounts Reconciliation,Junior Accounts Assistant,Current Account,Key Accounts,Account Assistant,Saving Account and Required Educational Qualification is : B.Com, Other Bachelor Degree, M.Com Please Send Your CV at :- Email : hr@lakkho.comMobile No./Whatsapp : 8251069711

Job Description:Acquisition of CASA & liabilities a/c from cold calling, market referenceResponsible 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 industryAchieving overall numbers and value targets as per scorecard.Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers

b2b sales , casa knowledge .

Position: Sales Executive CASAIndustry: Banking Job Type: Field SalesKey Responsibilities:Acquire new Current & Savings Accounts (CASA) through field visitsCross-sell banking products like FDs, Insurance, Loans, etc.Build and maintain strong customer relationshipsGenerate leads via cold calling, referrals, and local market mapping..

1. This is 100% field work and onrolls of bank.2. Quality acquisition of current account & saving account of customers by going into the market catchment area.3. Ensure quality sourcing of customers by selling different products like Demat account, credit card, loans, FD, RD, Insurance etc.

1. This is 100% field work and onrolls of bank.2. Quality acquisition of current account & saving account of customers by going into the market catchment area.3. Ensure quality sourcing of customers by selling different products like Demat account, credit card, loans, FD, RD, Insurance etc.

A CASA (Current Account Savings Account) job in a bank is a sales-focused role centered on acquiring new customers, opening savings/current accounts, and selling banking products like loans, credit cards, and insurance. These roles, often titled Sales Officers, offer salaries between 2-6 LPA in India and require strong communication, networking, and target-driven skills.

Meet client and explain about available products CASA & Current account. Opening Saving Account & Current Account with the potential client and lead generated Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) 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. C responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industryWalk in Interview on 6-Jan-202510am to 6pmWasim Khan -HRAU Small Finance Bank Block K2, no K16, Plot 2, Connaught Circle, Connaught Place New Delhi-110001