CASA Manager Jobs

As a Branch Relationships Executive, you will play a key role in building and maintaining relationships with our clients and partners. This position requires strong communication skills and a positive attitude as you represent the branch. Key Responsibilities:- Client Interaction: Engage with clients to understand their needs and provide appropriate solutions, ensuring a high level of customer satisfaction.- Relationship Management: Build and nurture long-term relationships with clients, acting as their primary point of contact at the branch.- Problem Solving: Address and resolve any issues that clients may encounter, ensuring prompt and effective solutions to enhance their experience with our services.- Reporting: Maintain accurate records of client interactions and feedback, allowing the branch to track performance and identify areas for improvement.- Collaboration: Work closely with other team members and departments to ensure a seamless experience for clients and to achieve branch goals collectively.Required Skills and Expectations:- Excellent communication skills, both verbal and written, are essential for effectively engaging with clients and team members.- A proactive and positive attitude towards problem-solving, with a willingness to learn and adapt in a fast-paced environment.- Strong organizational skills to manage multiple client accounts and tasks efficiently.- Basic proficiency in computer applications and a willingness to learn new technologies.- A high school diploma (12th pass) is required; freshers are welcome to apply, as training will be provided.

Role: Business Development Executive (BDE)Industry Type: BankingDepartment: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: BD / Pre SalesEducationUG: Any Graduate

We are looking for a Back Office Executive to support our operations. This role is suitable for recent graduates or those with minimal experience. The position is full-time and based in our Kolkata office.Key Responsibilities:- Data Entry: Accurately input and maintain data in our systems to ensure all records are up-to-date and reliable.- Document Management: Organize and maintain physical and digital files, making sure that all documents are easy to find and accessible when needed.- Client Support: Assist in responding to client inquiries and requests, providing information and guidance as needed.- Report Generation: Prepare and generate regular reports for management to support decision-making processes.- Team Collaboration: Work closely with other team members to ensure smooth operations and effective communication within the office.Required Skills and Expectations:- Candidates should have a minimum education level of 12th grade, demonstrating a basic understanding of office tasks.- Strong attention to detail is essential, as accurate data management and reporting are critical in this role.- Good communication skills, both written and verbal, are necessary for interacting with team members and clients effectively.- Basic computer skills, particularly in MS Office applications (Excel, Word, etc.), are required to perform daily tasks efficiently.- A positive attitude and a willingness to learn are expected, as the candidate will be a part of a dynamic team environment.

Job DescriptionRoles & Responsibilities:Key / Primary Responsibilities of the role- Acquisition managerAcquisition of NTB Savings/ Current account customers in the identified segment and reference generation from the specified catchment areaEnsure acquisition of high-quality savings accounts in terms of product mix, segments and constitution mixProactive registration and activation of acquired customers to direct banking channelsMeet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customerAssist and support the Sales Manager in catchment mapping and scoping exerciseProvide regular feedback to SM / RM on opportunities and customer needsEnsure adherence to selling norms and SOPs defined by the organizationEnsure strict compliance with internal guidelines and external regulationsEnsure quality sourcing in line with the Bank's policy.

We are looking for a dedicated Relationship Manager to join our team in Delhi. In this role, you will be responsible for fostering and managing strong relationships with clients. Your objective will be to ensure client satisfaction and drive business growth.Key Responsibilities:- Client Relationship Management: Build and maintain strong connections with clients, understanding their needs and addressing any concerns to ensure satisfaction.- Account Monitoring: Regularly monitor client accounts to identify potential issues or areas for improvement, providing timely solutions to enhance client experience.- Sales Support: Collaborate with the sales team to identify opportunities for upselling or cross-selling products and services, helping to achieve sales targets.- Performance Tracking: Analyze client feedback and data to measure relationship success and develop strategies for better engagement and retention.- Reporting: Prepare and present reports on client status and relationship progress to senior management, ensuring transparency and effective communication.Required Skills and Expectations:- Candidates should have 3 to 9 years of experience in a relationship management role or similar, showcasing a strong track record in client service.- Excellent communication and interpersonal skills are essential for building rapport with clients and responding effectively to their needs.- Strong analytical and problem-solving abilities will be required to identify client issues and propose viable solutions.- Candidates should be goal-oriented and have a proven ability to contribute to team success while managing multiple client accounts.- Comfort with data analysis and reporting tools is a plus to help in tracking client engagement and performance metrics. If you meet these qualifications and are looking for a challenging yet rewarding opportunity, we encourage you to apply!

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, 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.Note: Please don't apply if you are not interested in field sales.

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.

Role & Responsibility (Agency)* Candidate have to recruit agents team under them & they have to develop a business threw team members.* As per monthly report regarding candidates work & team work company will give them incentives other then salary.* Lead will not provided by company.* Candidate must have to build up his own team base on his network.

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

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

Opening for Direct Sales ManagerJob Responsibilities: The candidate would be provided leads to reach out to existing customers and understand their requirement, pitch & sell them the financial products which we have to offer. 100% of the leads would be provided by the branch. He/she would be responsible to call customers, check their availability and would have to travel to their respective homes to explain the policy, collect documents and issue a policy. Candidates should be ok with field sales. Candidate must have at least 1 year of Life Insurance sales experience.You would have a strong chance of getting selected if you have - Minimum 6 months of Insurance Sales Experience. Qualification: Minimum GraduateMandatory: Should own a 2 wheeler as there will be extensive traveling involved in this profile.

Job Title: CASA Sales OfficerLocation: Delhi NCRSalary: Up to 5 LPAExperience: Min 1 Year (No gap above 2 months)Responsibilities:Acquire new CASA (Current & Savings) accounts through field sales.Generate leads via cold calling, market visits & referrals.Achieve monthly acquisition targets.Meet customers, explain product features & complete onboarding.Maintain daily reports & ensure KYC/documentation compliance.Requirements:Minimum 1 year experience in CASA/BFSI/Field Sales.Strong communication & negotiation skills.Comfortable with fieldwork & target-driven role.Immediate joiners preferred.Benefits:Attractive salary + incentivesGrowth in BFSI sector

* Urgent Requirement For HDFC Life Insurance**Designation : Relationship Manager* *MINIMUM 2 Years EXPERIENCE IN LOAN , INSURANCE, CREDIT CARD SELLING, CASA & BANK FIELD or any other Field sales**Location : Ahmedabad,Baroda,Surat,Godhra,Chota Udaipur,Dahod, Gandhinagar, Palanpur, Surendranagar,Patan, Valsad,Vapi, Navsari, Silvassa**Qualification:Graduation Can apply** SALARY : Upto 3.80 LPA(Depends on Location & Experience of Candidate)**Interested candidates share your CV to given number* *RUSHABH CHAVDA**8140839509*;

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

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

To Manage agency network, drive sales growth.To Develop new business opportunities through partnerships with agencies.To Collaborate with field sales team on strategic planning.To develop Business from SalesTo provide Sales Support to your team.Candidate Profile2+ Year Experience in any Sales & Marketing field (BFSI)Graduation MustCTC: Fixed + Incentive (Performs basis)Good CommunicationLocal candidate applyAge 24 to 39

Profile - DEVELOPMENT MANAGERSALARY - 3 LPA TO 4.50 LPA + Incentive + Foreign Trips + Fast Track Promotions ( 06 Months ) ........Key Responsibilities/ Key Deliverables:.. Managing relationship with AxisBranch Sellers and thereby meeting target through Banks FOS Responsible for managing theleads generated from Branch and thereby convert into quality business. Must adhere to the process setand timely coordinate with Cluster Manager and Operations HUB. Ensuringminimal customer complain. Shall adhere to agree TATs onfirst customer contact and follow-ups from the date of the lead being registered.Ensuring 15month persistency ontrack and thereby ensure a robust follow up mechanism with the customers.....Coordinating with Cluster....Training manager to ensure bank staff.....regularly on concepts in life insurance and new product introductions. Shall be responsible for making activethe branch banking sellers and thereby achieving the activation targetEnsuring LMS usage as TrackingMechanism on line and follow up Calls.

A Big Opportunity For Fresher Candidates. Urgent Hiring Bank Employ. Hiring Notice for Freshers and Experienced (Branch Banking Segment).QUALIFICATIN:- 12th Pass or Graduate. GENDER:- Male and Female Can Apply this Post.AGE:- 18 TO 35 Year. S ALARY:- 14,000 to 26,000 (Per Month). Benefits:- Medical+ PF + E S I and Incentive.LOCATION:- Job Location is as per Your Pin Code Wise. SKILL:- Good Communication, Basic Computer Knowledge, Good Behavior Must. JOB TYPE:- Type of Job Nature is Full Time.JOB ROLE:- 1) Back Office Executive, 2) Relationship Manager, 3) KYC Verification, 4) Loan Department Executive, 5) Assistant Branch Manager etc...Job Description- Greeting and Handling Walk-in Customers. ONLINE OFFLINE Interview is also going on. Dress Code Must be Formal. Interested Person Can Send resume in this WHATS APP number 8336991660 Or Direct Call HR MOU OR Mail - hrmou2061@gmail.com

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

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

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

-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-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-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-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 neededCandidates 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 neededCandidates 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

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

Contact :- 6352448697* Candidate have to recruit agents team under them & they have to develop a business threw team members.* As per monthly report regarding candidates work & team work company will give them incentives other then salary.* Lead will not provided by co0mpany.* Candidate must have to build up his own team base on his network.

Position: Relationship Manager First WealthLocation: NoidaAge Limit: Up to 32 yearsIntrested candidate can directly share cv on 9270077453Role Summary:As an RM First Wealth, you will manage and grow a portfolio of HNI clients by offering tailored wealth management solutions across investment and banking products.Key Responsibilities:Build and maintain strong relationships with HNI clientsOffer investment advisory: Mutual Funds, Bonds, Insurance, PMS, AIFsDrive revenue through portfolio deepening and cross-sellingProvide end-to-end wealth management solutionsEnsure service excellence and regulatory complianceEligibility:Graduate/PostgraduateMinimum 3 years of experience in wealth/priority banking

ResponsibilitiesDevelop and implement strategic sales plans to achieve company objectives.Manage and nurture relationships with key distribution partners and channels.Identify new channel opportunities and drive the growth of existing channels.Collaborate with internal teams to provide effective support to channel partners.