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CASA Sales Executive Job Vacancies in Dehradun

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Hiring For Casa Sales Executive

Shine Services Group

  • 1 yrs
  • 4.0 Lac/Yr
  • Dehradun
BFSI Sales Casa Sales BFSI
Job Description (JD) - CASA Sales OfficerJob Title: CASA Sales OfficerDepartment: Retail Banking / Liability SalesReporting To: Branch Manager / Area Sales ManagerJob SummaryThe CASA Sales Officer is responsible for acquiring new Current Account and Savings Account (CASA) customers, generating deposits, and driving business growth through customer acquisition and relationship management. The role involves field sales, lead generation, account activation, and cross-selling banking products to achieve assigned targets.Key ResponsibilitiesAcquire new Savings Accounts and Current Accounts from individuals, professionals, SMEs, and corporate customers.Generate leads through field visits, referrals, corporate tie-ups, market mapping, and local promotional activities.Conduct customer meetings and explain banking products and services.Ensure proper KYC documentation and account opening compliance as per bank guidelines.Activate newly opened accounts and drive customer engagement through digital banking channels, UPI, debit cards, and mobile banking.Cross-sell products such as Fixed Deposits, Recurring Deposits, Insurance, Mutual Funds, Credit Cards, and Loans.Build and maintain strong customer relationships to increase wallet share and retention.Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.Maintain accurate records of sales activities, leads, and customer interactions in CRM systems.Coordinate with branch operations and service teams for seamless customer onboarding and issue resolution.Key Performance Indicators (KPIs)CASA account acquisition numbersDeposit mobilization and account fundingAccount activation rateCross-sell revenue generationCustomer retention and relationship growthAchievement of monthly sales targetsCompliance and documentation accuracyRequired QualificationsBachelor's Degree in Commerce, Business Administration, Finance, Marketing, or related field.0-3 years of experience in banking sales, financial services, insurance, or direct sales.Freshers with strong sales aptitude may also apply.Knowledge of banking products and regulatory requirements is preferred.Required SkillsSales and negotiation skillsRelationship managementLead generation and prospectingCommunication and interpersonal skillsCustomer service orientationTarget-driven mindsetBasic computer and digital banking knowledgeTime management and problem-solving skills
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Sales Executive Jobs For Freshers - Almora/Dehradun

Skywings Advisors Private Limited

Casa Sales Casa Account Opening Direct Sales Current Account Saving Account Sales Field Sales Field Work Banking Banking Sales Sales Executive
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..
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Branch Banking

K J R Devbhoomi Global Services Pvt

Sales Executive Sales Consultant Banking Executive
Customer Interaction: Assist customers with credit card queries and applications.Sales and Promotion: Promote various credit card products and services to potential customers.Documentation: Handle and verify the documentation process for new credit card applications.Customer Support: Provide post-sales support and resolve any issues related to credit cards.Data Entry: Maintain accurate records of customer interactions and transactions in the system.Target Achievement: Work towards achieving the monthly sales targets and goals.Coordination: Collaborate with other departments to ensure smooth processing of applications and customer satisfaction.
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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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Agency Development Manager

Times Consultancy Sevices

Direct Marketing Performance Management System Sales Banking Sales Pharma Medical Representative BDE Torisum Hotel Manager Education Agent Channel Sales Direct Sales Executive Insurance Advisor Insurance Agent Insurance Manager Real Estate Sales Mark Agency Development
Designation :- Associate Agency Development Manager/ Relationship managerChannel :- Agency & Direct Profile :- Team handling managerResponsibility :- ????1. Recruit 6 people within 6 months????2. Provide training n motivation. 3. Generate business from themFacility :- ????1.Provide PF 2.Under Pay roll of company3.10 lakhs life insurance policy nd n 5 lakhs health insurance policy. 4.Training will be provided for 12 days. 3/4 star hotel. Pune / Mumbai or Ahmedabad any one location 5. Sunday Holiday & 2/3 saturday holidayGovernment holiday will be provided. 6 . 54 days paid leave in a year7 . + incentives.Eligibility:- Any Graduate/Diploma holder/MBA can apply for this position.A person with sales experience is required.For more informationConatct :-Hr Manager Vandana Pandey
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Relation Manager

Finolend Business Solution Pvt. Ltd

Corporate Banking Stock Broking Sales Marketing Consultant Insurance Manager Loan Officer Loan Sales Executive Mutual Funds Sales Demat Saving Account Home Loan Executive Home Loan Dsa Channel Manager Channel Sales Manager Work From Home
Indias diverse and comprehensive financial services industry is growing rapidly, owing to demand drivers (higher disposable incomes, customized financial solutions, etc.) and supply drivers (new service providers in existing markets, new financial solutions and products, etc.). The FNBS INDIA (Finolend Business Solution Pvt. Ltd.) comprises several key sub segments. These include, but are not limited to- mutual funds, pension funds, insurance companies, stock-brokers, wealth managers, financial advisory companies, and commercial banks- ranging from small domestic players to large multinational companies. The services are provided to a diverse client base- including individuals, private businesses and public organizations.Note: We are startup company, providing free of cost Banking Services at door step to our Client.We do not provide direct Banking Facilities, we do help to our clients to make Right decisions to avail the Needful Banking products, we are not a Bank, NBFC or any other Financial platform.We are just service provider to make customer's easier way to get Banking services at Door step without pay any service Fees.GENERAL DESCRIPTION Sales Executive Team Handling Sales Target Achievement on Daily Basis Target Must be Achieved at least 80% of Given Monthly Target to justify the Salary Payout Knowledge of Savings Bank Accounts, Credit Cards, Demat Accounts, Loans, Insurance Etc. must be Good.WORK EXPERIENCE REQUIREMENTS Two or more years experience with Open Market sourcing and Team Handiling Experience of Same aligned Products like Saving accounts, Credit cards Etc. Must be Required Having a good Market and Customers Types & Relation Network
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Sales and Marketing

DocLegal Consultants Pvt Ltd

Medical Representative Sales Executive Marketing Executive Customer Service Banking Executive
Sales and marketing executive good knowledge of sales, marketing experience, medical representative hard worker
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Loan Advisor

Worship India

Loan Advisor Sales Field Sales Banking Finance Officer Loan Officer Direct Sales Mortgage Home Loan Housing Loan Loan Executive Loan Processor Work From Home Walk in
Job DescriptionWe are searching for a smart, dynamic individuals who have a strong will to learn, tojoin our business development team. The candidate will act as a liaison betweencustomers and our financial institution and help qualified applicants acquire loans ina timely manner.Selling of Personal Loan products of various banks and NBFCInterested leads will be provided by the companyNo cold calling or random callingLeads will be from interested customersDay shift (10am to 7:00pm) - Fixed timingsIts a 6 days working companyFixed salary + High incentivesResponsibilities Connect and engage with pre generated leads via outbound calls (approx. 80-100 calls). Reach out to new customers and explain to them the benefits of Quikkloanservices. Initiate repeat sales by follow up phone calls from existing customers. Develop in-depth knowledge of products and services to make suitable recommendations based on customer needs. Continually meeting or exceeding daily and monthly targets with respect tocall volume and sales. Achieve sales targets by new customer acquisition and ensure growth / revenue from existing customers. Adhere to quality standards and processes within defined metrics.Mandatory Qualications and SkillsBachelors/Masters degree (or equivalent experience)Enthusiastic and motivated personalityStrong customer service orientationAbility to work on own initiative within agreed boundariesAbility to work under pressure and manage conflicting prioritiesDesirable SkillsAbility to deal with varied and difficult personalities while maintaining an eventemperamentExperience of working in a technology-focused companyAbility to effectively prioritize and execute tasks while under pressureBenets
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Relationship Executive

Caring Management Consultants Pvt. Ltd.

Communication Skills Relationship Executive Sales Marketing Executive Client Relationship Customer Relationship Customer Service Banking Sales
1. Liaising with the affiliated bank2. Collecting various documents from bank as per the needs.3. Visiting procured site/properties to keep the check and do the necessary arrangements.4. Coordinating with the existing bank for more business.5. Getting pending bills cleared from the clients.6. Legal paperwork coordination between the bank, court & company.Mandatory - Two wheelerLegal/Law background will be a plus.
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Sales Executive - Full Time - Freshers

Skywings Advisors Private Limited

Communication Skills Field Sales Sales Sales Executive Field Sales Executive Casa Sales Executive Current Accounts Saving Accounts
Profile :-Sale ExecutiveJob Role :-Maintaining and developing good relationship with customers Responsible to developing business, maximizing revenue generation &achieving sales target. Working in close coordination with the banks team to ensure all clients acquiredfrom the assigned area, trade actively. Identifying business opportunities by identifying prospects and evaluating theirposition in the industry; researching and analysing sales options. Selling products by establishing contact and developing relationships withprospects; recommending solutions. Maintaining relationships with clients by providing support, information, andguidance; researching and recommending new opportunities; recommendingprofit and service improvements. Identifying product improvements or new products by being updated on industrytrends, market activities, and competitors. Preparing reports by collecting, analysing, and summarizing information. Maintaining quality service by establishing and enforcing organization standards.CTC:-2.13 TO 3.95 LPA+ INCENTIVES + ON ROLL JOBAGE LIMIT-18 TO 32 MAX Interested Candidate can call or drop your CV :-7302599924
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