CASA Manager Job Vacancies in Mumbai

Position: Assistant Manager- CASACTC: Up to 3.5 LPA + IncentivesExp. 1-4 Yrs. in Field sales / Direct Sales / Client Acquisition / Business Development from BFSI industryLocation: Kochi and MumbaiEducation: Graduate/ PGJob 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, 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.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.

Strong background in Agency & Broker Channel- Experience in creating partners, brokers, and franchisee models- Capability to build, manage, and scale distribution networks-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

Position: Insignia Relationship ManagerLocation: MumbaiRole OverviewThe Insignia RM is responsible for managing ultra-high-net-worth (UHNW) clients/HNI, offering personalized wealth and banking solutions to grow wallet share, deepen relationships, and deliver exceptional service.Key Responsibilities:Manage a portfolio of elite UHNW /HNI clients.Offer customized investment and banking solutions (MFs, AIFs, PMS, Bonds, Insurance, etc.).Ensure high levels of client engagement, retention, and satisfaction.Acquire new high-value clients through referrals and networks.Achieve revenue and product penetration targets.Maintain strict compliance with regulatory and internal policies.Candidate Profile:Graduate/Postgraduate with 5+ years in wealth/private banking.Intrested Canidates can directly apply by sharing cv on 9270077453

We are Hiring, Sales Manager - DSA/DST- Channel: Near Prime & Affordable- Product: HL & Lap- Sourcing from DSA , Connecter, Builder or references- Candidate should earn incentives in last 3 months* Hr. Shivani -9429770204

Must have in casa , mutual fund, portfolio

contact:- 6352448697* Working on leads provided by firm.*Meeting customers daily.*Achieving targets.*direct channel

Responsibilities:Allocating targets to the Sales Team Develop a business plan to support the Sales Team.Drive the Sales Team towards achieving their respective target.Building Builder/Corporate Relationships/ DSA relationships.Executing business plans for the area under purview.Manage a Team of BDEs and provide Training and support in team developing activities.Conduct team meetings, provide individual and team feedback, and ensure teamwork.Handle individual and team objections query and motivate the team.Retaining Team Members.Continuously exploring new business opportunities.Maintaining credit quality and overall cost control.Selling Home Loan/ Insurance Products and any other product introduced by the company.Generate Leads From Builder, Open Market, and Other Sources.Assisting Team Manager in developing Tie-Ups with Builders.Any Other task assigned from time to time by his team leader.

We are inviting you to apply for an exciting career in sales with one of the Market Leaders in the Insurance Industry.Job Summary:Direct customer service and sales to existing customers through relationship building. The existing Customer database will be provided by the company (called the Book of Relations- BoR)Key Responsibilities:Establishing and strengthening relationships with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database)Act as a single point of contact for customers for any customer query/complaintFix self appointments from the given customer database as per the campaignFocus on cross-sell & up-sell opportunities in allocated customers.For more information contact us directly

Developing new and expanding existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channel.Cross sells bank products to existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Maintains complete relationship record for assigned customer accounts.

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.

Acquire high value new to bank customers (focus HNI/Trusts/Institutions) through industry best pricing offered by Equitas.Developing and maintaining banking relationships with a select group of high new worth customers through individualized customer service.Ensure high levels of customer services orientation and application of Bank policyMaintain complete relationship record for assigned customer accounts

- 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

To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI BondsJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the customers requirement.Attrition control of customersAchieving MTD and YTD Revenue TargetsAchievement of income plans and other benchmarks within portfolioRequirementsEducational Qualifications: Graduation/Post-GraduationCertifications:NISM V-A CertificationIRDA CertificationNCFM Certification (Optional)CAIIB (Optional)Internal CertificationGI certificationKey Skills:Sales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial Industry.Experience RequiredExposure to banking, Banca insurance, Wealth Management are encouraged to apply

Responsibilities:-Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans.Establishing strong relationships with staff and clients.Ensuring all staff exercise good time management.Obeying agency regulations, guidelines, and policies, and ensuring staff does the same.Researching current industry/market trends and using knowledge for business improvement.Requirement:-1 year any sales experienceGood communication skillAny graduateRegard,Prince VSr HR Manager

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.

Dear Candidate,We are hiring for Life insurance company for sales &marketing ManagerJob Location - MUMBAI, kolhapur, Nagpur,Education: GraduateExperience-2 year Min. (any Field Sales)CTC current CTC High Location: MUMBAI,Nagpur, KolhapurWork Profile: Agency Recruitment and Development ManagerRoles and ResponsibilitiesRecruiting agentsTraining and developing agents on commission basis.Supervise the activity plan of all agents to ensure these are being fulfilledas per the desired levels.Conduct weekly performance review (PRP) with agents & update SalesManagement System.Promote & motivate agents for Career progression program to make themjoin the organization.Promote agents to use the Agent Portal & CRM for managing their customer& cross selling them for different productsPost onboarding, you will undergo an intensive training program focused upon Insurance industry, products, salesprocesses and Agency channel managementAfter the successful completion of training you will be required to meet your sales target by recruiting, managing and driving a team of financial consultants.Good leadership and people skills.Communication skillExcellent time management.Great networking abilities.

Greetings from Reliance Nippon Life Insurance!!Here is an opportunity to get associated with Reliance Nippon Life Insurance. India's leading private sector financial services companies, which ranks among the top private sector financial services and non-banking companies, in terms of net worth. The company is one of the largest non-bank supported private life insurers with over 10 million policyholders, a strong distribution network of over 700 branches.Designation: Agency Recruitment Development Manager (ARDM)Compensation/CTC Package:1.8L to 4.5L CTC per annum + Heavy Incentives based on sales performance + Opportunity to Travels to exciting locations Nationally and Internationally + Fast Track promotions 3 promotion cycle in a year.Roles & Responsibilities: Agency sales managerwill be responsible for finding people interested in becoming Insurance Agents and getting them qualified to sell insurance policies. Training will be provided on sales and insurance To grow advisor base gradually over a period of time Agency sales manager will also be expected to help them in selling policies by joint field working and operations support. For this purpose, agency sales manager will be trained intensely by the company. To make visits to generate leads for sales on daily basis To follow up on already generated leads to close them successfully To work as a coach for the team of advisors To regularly hold the meetings with Branch Manager for training advisors on various frontsPre-requisites: A Graduate degree within the age group of 24 to 40 years, who has been a local resident for some time At least 1 years experience of field sales jobs in Life Insurance or banking filed sales. Should have good market network Team handling experience of more than 6 months would be desirable. 2-Wheeler a must. Android based smart-phone with an active connection.

# Managing ban Customers requirements with the best available services and products.# Demonstrate excellent knowledge of insurance and banking product.# Communicate any product changes, process change and change in rules and regulations with the help of training modules to the banking partners.# Manage the relationship with the banking partners across leave to deliver desired results.# Support all sales and service aspects including sales calls, policy issuance and complaint.

As a Front Line Sales employee in Bancassurance channel, you will network with assigned channel partner teams to build win-win business relationship and ensure high performance by selling life insurance products. Integrity and passion to perform are the two most important traits that will define your success in this role. Find below Job Responsibility for more information: Building a strong relationship with the Banking Partner Achieving your sales targets as per channel strategy Meeting prospective customers with channel sales team to sell insurance solutions Providing pre and post-sales support (e.g. claim settlement) Ensuring quality of business and persistency (renewals of premium) Enabling channel sales team to use latest digital platformsCandidates Requirement: Age: 21 38 years Education: Graduation in any stream Experience: Mini. 1 to 2 years experience required in sales and marketing of life insurance.Please Share a requirement with your colleagues and friends who are looking for a job change.

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&# 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.Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

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.