20

CASA Manager Job Vacancies in Chennai

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  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Chennai
Sales Acquisition Savings Account Casa Retail Branch Banking Liabilities
Job Title Associate Manager-Acquisition (Savings Account)Place of work ChennaiBusiness Unit - Retail Banking Function -Branch BankingJob Purpose:The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities:Key / Primary Responsibilities of the Role - List the primary deliverables Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment areao Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricityExperience:Minimum Number of Years - 1-4 yearsIndustry BFSIFunctional Area Sales
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Banking Sales Agency Bank Agency Manager Casa Cross Selling Sales Agency Channel and Banca Insurance Direct Sales
Recruit Agents / Advisors Develop agents through coaching, training, team management support etc Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets
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Relationship Manager

Jobs N TA HR Services

Cross Selling Casa Sales Executive Insurance Sales Bancassurance
Dear Candidate,We are pleased to inform you about an exciting career opportunity Bancassurance Channel.Role: Relationship ManagerCompany: Canara HSBC Life Insurance Co. Ltd.Channel: BancaCTC: Up to 3.9 LPAJob Description:Sell life insurance products through assigned bank branches by building strong, long-term relationships with the bank.Build relationships and motivate branch staff to help generate quality leads.Provide complete policy details and after-sales services to clients.Desired Candidate Profile:Age between 23 - 38 yearsMinimum 1 year of sales experience in Insurance or Banking sectorStrong communication skillsAbility to create and maintain relationships effectivelyUnstoppable & unshakeable attitudeHigh level of honesty and integrityWillingness to stretch and achieve targetsIf you are interested and meet the above criteria, kindly share your updated CV at kalaiarasi@jobsnta.comor contact us at 7736035911.Looking forward to connecting with you.Best Regards,Kalai Arasi MJunio Resource Analyst
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Sales Casa Manager Insurance Sales Cross Selling Banking Sales BFSI Direct Sales Financial Services Sales Field Sales
To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales services to clients.Desired Candidate Profile Age between 23 - 35 yrs At least 1 year of Sales experience in Insurance or Banking Sector Good Communication Skill Should be good at creating and maintaining Relationships. Unstoppable & Unshakeable Attitude
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Sales Executive CASA
Job Role:1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporate.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of MF, Gold Loan, FD, Insurance and asset products.Job Mandates:1. Must have own two-wheeler and all valid documents.2. Good communication skills.3. 1-5 yrs. field sales exp. preferably from CASA Sales, demat account opening, POS Machine sales, Direct Sales Insurance, Business Loans, Home Loans etc.4. Must be willing to join within 30 days.Note: Please don't apply if you are not interested in field sales.
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Assistant Manager/ Deputy Manager (PAM)- CASA

Skywings Advisors Private Limited

Assistant Manager Deputy Manager Operations Banking Manager Walk in
1. Acquisition of New Clients (NTB) through external individual efforts for Current Account and Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, and corporations.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conduct regular promotional and customer events to generate leads.6. Cross-selling of MF, Gold Loan, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.1-5 yrs. field sales exp. preferably from CASA Sales, demat account opening, POS Machine sales, Direct Sales Insurance, Business Loans, Home Loans, etc.Must be willing to join within 30 days.
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Assistant Manager/ Deputy Manager (PAM)- CASA

Skywings Advisors Private Limited

Banking Officer Deputy Manager
1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of MF, Gold Loan, FD, Insurance and asset products.
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Assistant Manager- CASA

Skywings Advisors Pvt Ltd

Good Communication Skills Have Own Two-Wheeler All Valid Documents Casa Manager
1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of MF, Gold Loan, FD, Insurance and asset products.Must be willing to join within 30 days
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Acquisition Manager

Skywings Advisors Private Limited

Casa Field Sales
Position: Acquisition Manager- CASACTC: Up to 3.25 LPA + IncentivesExp. 1-4 Yrs. in Field sales / Direct Sales / Client Acquisition / Business Development from BFSIindustryLocation: Chennai, Hyderabad, visakhapatanamEducation: Graduate/ PGJob Role:1. Acquisition of New Client (NTB) through external individual efforts for Current Account, SavingsAccount Products of the bank.2. Customers to be sourced from individuals, small businesses, trusts, associations, societies,corporate.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of MF, Gold Loan, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.1-5 yrs. field sales exp. preferably from CASA Sales, demat account opening, POS Machine sales,Direct Sales Insurance, Business Loans, Home Loans etc.Must be willing to join within 30 days.
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Senior Relationship Manager

skywings advisor india pvt ltd

Casa Portfolio Direct Sales Direct Sales Executive Relationship Manager SME Loan
Position:Senior Relationship Manager (Elite RM/ Platinum RM)CTC: up to 11 LPA+ IncentivesExp. 3+ Yrs. in portfolio management/relationship management/ Business Loan/ SME Loan/ Trade & Forex Sales from Banking IndustryLocation: Chennai, Hyderabad, Bangalore & AhmedabadEducation: Graduate/ PGIndustry: BankingGrade: Manager/ Sr. ManagerJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD& Mutual Funds etc.Going for 3-4 clients meeting on daily basis to generate revenue.Sales of Business Loan/ SME Loan and Trade & Forex products.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Age should be below 36 yrs. old.
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Bancassurance Sales Executive Loans Banking Insurance Insurance Sales Financial Services NBFC Mutual Funds Casa Walk in
Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.
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Relationship Manager

Hirva HR Solution

Corporate Banking Sales Banking Finance Insurance Life Insurance B2b B2c FMCG Sales Loan Sales Executive CASA Cross Selling Product Selling Credit Card BFSI Funds MF Lead Generation Telecom Broking Branch Sales Manager Relation Manager
- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead-based data
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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.
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  • 0 - 3 yrs
  • 2.5 Lac/Yr
  • Chennai
Casa Sales
Position/role: Assistant Manager- Casa- (am Casa)year of Experience: am Casa - 1year+ Casa Sales Experience or Pos or Nbfc or Tele Com.location: Chennai, Egmorectc Range: Ctc Offer Range for am Casa( upto 3 Lacs ) + Incentivesskills: Good Coordinator with Different Channels. excellent Communication Skillsindustry Preferrable: Casa Sales Experience or Pos or Nbfc or Tele Com.age Limit: Age Should Be Close +/- 30grade : Grade: M2graduation: Any Degree
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Admin

Unikaa

Good English Communication Team Coordinator Client Coordinator Customer Relationship Executive Client Relationship CASA Sales Banking Sales Branch Sales Branch Manager Sales Manager
We are Hiring a Professional with 0 to 2 years experience for the role of Admin. Preferably from Share market field and freshers .Company Name: Unikaa Job Tittle: Customer Relationship ExecutiveJob Types: Full-time, Regular / PermanentSalary: From 10k to 20k per monthBenefits:Cell phone reimbursementInternet reimbursementLaptopPFSchedule:Day shiftExperience:Total work: 0 to 2 years (Freshers also preferred)
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Branch Manager

Padmalaya Textile of India

Branch Operations Branch Operation Manager Sales Assistant Acquisition Manager CASA Sales Banking Sales Branch Sales Manager Branch Manager Sales Manager Work From Home
Graduate or Post Graduate with at least 05 years experience in Branch Operation in any Corporates, Industries, PSU or Private Banking Sectors with enough basic knowledge of Admin., Accounts, CMM, Business & Operation, Legal, Liaison & Licensing.
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Assistant Acquisition Manager

Skywings Advisors Pvt Ltd

  • 1 - 7 yrs
  • 2.5 Lac/Yr
  • Chennai
Sales Assistant Acquisition Manager Banking Sales Banking Executive Bank Assistant Banking Process Executive CASA Sales Insurance Sales
Job Description: Assistant Manager CASA SalesCTC offer range ( 2 lacs to 2.8 lacs)+ IncentivesGood Communication Skills PreferredExperience 1 to 2 years in direct salesPrefer CASA Sales experience banksPreferable industry, demat account opening, POS Machine sales, Direct Sales Insurance, Credit Cards.Bike Mandatory with valid documentsGrade: M1
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Senior Relationship Manager (Female)

Darshini management solutions

  • 3 - 9 yrs
  • 10.0 Lac/Yr
  • Chennai
Customer Relationship Manager Sales Customer Service CASA Walk in
Prefer candidates from Banks who is predominantly managing CASAKnowledge in selling investment products, Life Insurance, MF, Equity etcTarget : AXIS Bank PBRM, HDFC- Preferred RM, Indusind - RM Select, YES Bank - Financial partnerFitment will be Manager M3Dont schedule candidates who are less than 4.5 LPA for RM (CASA Portfolio Mgmt + Acquisition)CTC offer range ( INR 6 LPA to INR 8 LPA )Good Communication Skills Preferred
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  • 10 - 15 yrs
  • 20.0 Lac/Yr
  • Chennai
Leadership Skills Presentation Skills Communication Skills Chief Manager Branch Manager CASA Sales Banking Sales Walk in
Key / Primary Responsibilities of the Role - List the primary deliverables Own the P&L for the branch and direct all operational aspects including distribution operations, customer service, administration and sales Assess local market conditions and identify current and prospective sales opportunities Responsible for achieving overall product targets - CASA, Investments, Insurance, Trade Services, and TD & managing group business products like Business Banking products & other assets products (home loan, LAP, etc.) Adhere to high ethical standards, and comply with all regulations/applicable laws. Spearhead manpower planning, recruitment, and training processes for both on-roll and off-roll employees to ensure high-performing talent across levels.Key Success MetricsCA/SA and TD growth targets, Customer Acquisition targets, Product Cross-Sell targets Qualifications Graduate - Any disciplinePost Graduate - MBA Finance ExperienceMinimum Number of Years - 10 + years of relevant experience in Banking with min 3-5 years of experience in lead Roles.
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  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Chennai
Sales Banking Sales Banking Executive Bank Assistant Banking Process Executive CASA Sales Insurance Sales
Hiring Assistant Acquisition Manager - CASA SalesDesired Skills / Competencies / Job Description:1. Involved in sourcing potential leads in open market and meeting them to sale CASA (Current Account and Saving Account) and other banking products like Insurance, FD, Loans and CreditCards etc. through direct field sales2. Must have own two-wheeler and all valid documents3. Good communication skillsExperience: 1 to 3 years in direct / field sales / corporate / merchant acquisition sales from BFSI IndustrySalary: Up to INR 3 LPA + IncentivesWork location: ChennaiNotice Period: 1 monthContact HR: Mr. Martin
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Branch Manager

GIPS Consultancy Services

Retail Branch Banking Branch Administration Portfolio Analyst Current Account Saving Account Life Insurance General Insurance Retail Sales Branch Banking CASA Mutual Funds
To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.
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Casa Portfolio Management Branch Manager Relationship Manager B2B Sales Insurance Sales Forex Trading Current Account Saving Account
Branch Manager-1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.BOM-1. Lead the Service Team.2. Ensuring regulatory and procedural compliance3. Audit of the branch4. Ensuring service excellence to enhance portfolio,control retention and better cross sell5. Authorize and check RO / SO entries6. Check end of products7. Check vouchers to clear transactions above 10lakhs8. Vault / Key custodianRelationship Manager-1. Develops new and expands existing High Net worth Customer relationships for liabilities.2. Ensures high levels of customer service orientation and application of bank policy.3. Cross sells existing bank products to customers.4. Informs customers of new products or product enhancements to further expand the banking relationship.5. Plans and conducts special sales initiatives and events for prospective and existing clients.6. Coordinates with other group companies to provideseamless access to other products.7. Maintains complete relationship record for assigned customer accounts.8. Tracks customer complaints/queries and turnaround times for customer satisfaction.
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Premier Acquisition Manager

Skywings Advisors Private Limited

Casa Sales POS Merchant Acquisition Business Banking
Position:- Deputy Manager- Business Banking (BBE- Current Account Acquisition)CTC:- Up to 4.5 LPA + IncentivesExp.- 1.5-3 Yrs. in CASA Sales/ POS/ Merchant Acquisition onlyLocation:- Chennai, Bangalore & HyderabadEducation:- Graduate/ PGIndustry:- BankingJob Role:1.- Responsible for Sourcing High Value CA customers along with entire Family Banking relationship.2.- Responsible for generation of revenues through sale of CA and Third Party Products.3.- Penetration of Business Banking products like CMS/POS/Beat services to CA customers.4.- Source Current Accounts from open market & organizing some activities and events.Job Mandates:1.- Must have own two-wheeler and all valid documents.2.- Good communication & convincing skills.3.- At-least 1.5 yrs. exp. in CASA sales4.- Exp. in sourcing Current Accounts of small neighbourhood shops like Groceries & mobile shop and- POS (Pointof sale) selling Swipe Machines /Commercial Loan or Business Loan will be an added advantage.5.- Early joiners- are- preferred.
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Deputy Manager PAM Sales (Female)

Darshini management solutions

  • 2 - 3 yrs
  • 6.0 Lac/Yr
  • Chennai
Good Communication Sales Manager Channel Sales CASA Sales Insurance Sales Banking Sales Walk in
Job Type :Full timeKey skills :Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers Industry :Banking, Insurance, FinanceSalary :3-6 LakhsLocation :ChennaiGood coordinator with different channels.Excellent communication skills.Only CASA Sales experience banksShould have some existing base of customersHaving more than 2.5 - 3 years work experienceGrade: M2Candidate with 15 days and lesser than 15days of notice period will be added advantage
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