CASA Sales Executive Jobs

Bank Sales ExecutiveAny Graduate/MBAFreshers/ExperiencedCASA FD & TPP SalesSal-15 to 25 KNashik

We are seeking a motivated and detail-oriented Account Executive to join our team in Chennai. This full-time position is ideal for recent graduates looking to kick-start their careers in account management.The primary responsibilities include reaching out to potential clients and maintaining relationships with existing customers. You will assist in managing client accounts, ensuring their needs are met, and addressing any questions or concerns they may have. Additionally, you will collaborate with internal teams to coordinate efforts and initiatives that enhance customer satisfaction.Key responsibilities involve:1. **Client Communication**: Regularly contact clients to understand their needs and provide relevant information about our services.2. **Account Management**: Track client accounts, ensuring all details are accurate and up-to-date.3. **Problem Solving**: Address and resolve any client issues swiftly and effectively to maintain strong relationships.4. **Reporting**: Generate reports on account status and client feedback to help the team improve services.Candidates should be female graduates who possess excellent communication and interpersonal skills. The ability to work collaboratively in a fast-paced environment is essential. You should be organized and detail-oriented, with a proactive approach to problem-solving. A positive attitude and willingness to learn are important, as you will be part of a dynamic team focused on client success.

Banking Executive - Job Role (Freshers)Position: Banking ExecutiveJob SummaryA Banking Executive is an entry-level professional responsible for assisting customers with banking services, promoting bank products, maintaining customer relationships, and supporting day-to-day branch operations. This role is ideal for fresh graduates looking to build a career in the banking and financial services industry.Key ResponsibilitiesAssist customers with account opening and banking services.Explain bank products such as Savings Accounts, Current Accounts, Fixed Deposits, and Loans.Acquire new customers through branch and field activities.Maintain customer relationships and provide after-sales support.Ensure KYC documentation and compliance with RBI guidelines.Cross-sell banking products such as insurance, credit cards, and digital banking services.Handle customer queries and resolve complaints professionally.Achieve assigned business and sales targets.Maintain accurate customer records and reports.

Job Title: Sales Officer / Assistant Manager - Retail Branch BankingJob Description:We are hiring dynamic and result-oriented professionals for the role of Sales Officer / Assistant Manager in Retail Branch Banking. The selected candidates will be responsible for acquiring new customers and driving sales of banking products while ensuring excellent customer service.Key Responsibilities:- Acquire new customers through field sales and branch leads.- Promote and sell banking products such as Savings & Current Accounts, Credit Cards, Personal Loans, Business Loans, Insurance, and other retail banking products.- Build and maintain strong customer relationships.- Achieve monthly sales and business targets.- Coordinate with branch teams to ensure smooth customer onboarding.- Maintain accurate records and comply with bank policies and procedures.Eligibility:- Graduate in any discipline.- Freshers and experienced candidates are welcome to apply.- Good communication and interpersonal skills.- Sales aptitude and customer-focused approach.- Willingness to work in field sales.Benefits:- Competitive salary- Attractive performance incentives- PF & ESI benefits- Career growth opportunities- Training and development support

Scheduling reservations.Operating the facilities profitably.Planning well so each event runs smoothly.Checking all bills are paid on time.Managing your food and beverage team.Briefing staff and checking the room set-up before the event

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

We are seeking a motivated Banking Sales Executive to join our team in Chhindwara. This entry-level position is ideal for recent graduates looking to start a career in the banking sector. The role involves engaging with clients and promoting banking products.Key responsibilities include:1. **Client Engagement**: Actively reach out to potential clients to understand their banking needs and provide tailored solutions. Building strong relationships with customers is essential for success.2. **Product Promotion**: Promote various banking products and services, including accounts, loans, and credit cards. You will explain features and benefits to clients, helping them make informed decisions.3. **Sales Goals**: Meet and exceed sales targets by implementing effective sales strategies. You will track your progress and adjust your approach as needed to achieve these goals.4. **Market Research**: Stay updated on industry trends and competitor offerings to identify new sales opportunities. Understanding market conditions will help in effectively addressing customer needs.5. **Documentation**: Assist clients with the necessary paperwork and guide them through the application process for banking products. Attention to detail is crucial to ensure accuracy and compliance.To be successful in this role, candidates should have excellent communication skills, a customer-centric attitude, and a willingness to learn. Being goal-oriented and having the ability to work in a team are essential qualities. A strong work ethic and adaptability will also contribute to your success in this fast-paced environment.

Hiring for Accounts & Finance Executive in Corporate Office @ MohaliExperience: 3-6 yearsLocation: Sector 82, MohaliRemuneration: As per last withdrawn & company standardsKey Responsibilities: Monitor the day-to-day financial operations within the company, such as the bank transactions and vendor payments. Responsible for Bank reconciliation and processing invoices. Contract outside services for tax preparation, auditing, banking, investments, and other financial needs as necessary. Track the company's financial status and performance to identify areas for potential improvement. Research and analyze financial reports. Create client invoices on an ongoing basis. Review financial data and prepare monthly and annual reports. Stay up to date with technological advances and accounting software to be used for financial purposes. Understand and adhere to financial regulations and legislation. Analyze costs, pricing, variable contributions, sales results and the company

We are looking for an enthusiastic Account Executive to join our team in Thrissur. This entry-level position is ideal for recent graduates who are eager to kickstart their careers in the field of account management. As an Account Executive, you will play a key role in maintaining and enhancing relationships with our clients. Your primary responsibilities will include managing client accounts, understanding their needs, and ensuring their satisfaction with our services.Key Responsibilities:1. **Client Management**: You will handle day-to-day communication with clients, addressing their queries and providing them with updates about their accounts.2. **Sales Support**: Collaborate with the sales team to identify new business opportunities and assist in preparing proposals or presentations for potential clients.3. **Data Entry and Reporting**: Keep accurate records of client interactions and generate reports to analyze account performance and identify areas for improvement.4. **Problem Resolution**: Work to resolve any issues or challenges faced by clients, ensuring timely and effective solutions.Required Skills and Expectations:Candidates should hold a bachelor

Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institutions policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.

Were Hiring for INDIAs Largest Public listed Housing Finance Company (LIC HFL).Position: Assistant Sales Executive (ASE)Openings: 148 Fixed CTC: 3 LPA (Fixed) + Performance-linked Variable PayJob Description: We are hiring Assistant Sales Executives (ASE) to drive sales and marketing activities at the Area Office level. The role focuses on customer acquisition, builder/development relationships, and housing finance business growth.Key Responsibilities: Acquiring new customers through online and offline sales channels Promote housing finance products and explain benefits to customers Build strong relationships with builders/developers and individual home buyers Generate business from residential projects and affordable housing segments Achieve quarterly and annual sales targetsElligibilty Age: 21-28 years (01-Mar-1998 to 01-Mar-2005) Education: Graduate in any discipline (Minimum 50% marks) Experience: 2-4 years of Field sales/marketing experience from Banking, Financial Services, Insurance, Fin tech, Micro Finance, Real estate

Contacting current and potential clients to inform them regarding the product and service. Answering all queries and questions regarding the company and product.Understanding customers requirements by asking questions and closing the deal. Keeping the customer database maintained and updated. Taking and processing orders accurately. Preserve the companys reputation by handling grievances. Facilitating companies sales by going the extra mile and meeting a sales quota. Keeping a record of all the sales calls and notes of useful information.

ROLE & RESPONSIBILITY:Drive business for improving market share, profitability & growth across channels and products for the branch through demand generation, fulfillment and portfolio management with strong focus for growth in affordable segment. Driving business through acquiring new customers in the allocated region with focus to improve the affordable reach Nurturing the relationship with all sourcing partners - Connectors, Referral Partners and I Bank Enhancing business through increase in market share of affordable mortgage and deeper geography penetration along with other products i.e. LAP, Mortgage, Home Loan. Ensuring high levels of engagement for effective pre & post customer service. Responsible for login of files and ensuring smooth processing of files using available digital methods Complete control of NPA and Collections / overdue cases sourced Maintenance of portfolio health by ensuring lend to collect culture is followed up to the last mile Liaison with and manages legal, technical, collection, FI and RCU vendors Strong focus on post onboarding services, customer retention and audit management KEY SKILLS Understanding of mortgage related products and credit policies Regulatory, legal and compliance Knowledge relating to the mortgage industry Thorough understanding of market landscape and competitors in the region Selling and negotiation skills Excellent relationship management skills Good articulation and communication skills

We have vacant of 4 Accounts Executive Jobs in Hyderabad, Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Microsoft Excel, Tally, Bookkeeping, Taxation, Purchase Accounting, Account Payable, Account Receivable, Finance, TDS, Bank Reconciliation, Tally ERP, Accounting Software, Invoice Processing, Vendor Payments, Accounts Finalization, Tax Returns, TDS Return, Tally GST, Banking Finance, GST Return, Accounts, GST, Journal Entries, Balance Sheet, Sales Entry, Purchase Entry, Annual Reports, Tally Software etc.

Hiring for 3 Banking Executive Jobs in Chennai, with minimum 1 Year Experience,Required Educational Qualification is : Higher Secondary, B.A, B.C.A, B.B.A, B.Com, B.Sc, B.E, LLB, MBBS, Other Bachelor Degree with Good knowledge in Corporate Banking, Marketing, Microsoft Office, Bank Reconciliation, Banking Operations, Field Sales Executive, Agency Manager, Banking Executive, Walk in, Business Banking, Bank Accounting, Banking Sales, Private Banking, Branch Banking etc. candidate who have experience minimum one year, those candidates can apply. Company will give good salary and other benefits also.

We have job opportunity for Banking Executive, Sakes or unit Manager, Assistant Executive , Bangalore and Karnataka candidate from any city they can apply for the same post, it's field job as well as office job . it's good opportunity for who are looking job in banking sector, minimum experience is required 2 years in sales or banking sector, good salary and other benefits also give by company

Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.

We are looking for a motivated Banking Executive to join our team in Asansol. This is a full-time remote position suitable for candidates with 0 to 2 years of experience who have completed their 12th grade.**Key Responsibilities:**- **Customer Interaction**: Engage with customers through various communication channels to address inquiries and provide assistance. This is essential for building strong relationships and ensuring customer satisfaction.- **Account Management**: Assist customers with account-related queries, including opening new accounts and managing existing ones. Your role will be crucial in guiding customers through bank procedures.- **Transaction Processing**: Handle financial transactions accurately and efficiently. This includes deposits, withdrawals, and fund transfers, requiring attention to detail to avoid errors.- **Compliance and Regulations**: Ensure that all banking activities comply with relevant laws and internal policies. Understanding compliance helps maintain the banks integrity and customer trust.- **Sales Support**: Promote banking products like loans, credit cards, and savings accounts to customers. This helps in achieving sales targets and promoting the bank's services.**Required Skills and Expectations:**Candidates should possess good communication skills, allowing them to interact effectively with customers. Strong problem-solving abilities are essential for addressing customer issues and queries. Basic knowledge of banking operations and financial products will be beneficial. A positive attitude and willingness to learn are expected, along with the ability to work independently while managing time efficiently. Proficiency in using computers and relevant software is necessary to perform daily tasks effectively.

We are looking for a dedicated Banking Executive to join our team in Krishnanagar. This is a full-time position ideal for candidates with 0 to 2 years of experience and a minimum education level of 12th pass. The role offers the flexibility of working from home.**Key Responsibilities:**- **Customer Service:** Assist clients with their banking needs, answering questions and resolving issues to ensure a positive customer experience.- **Account Management:** Help customers with account openings, updates, and closures while ensuring compliance with banking regulations.- **Transaction Processing:** Process customer transactions accurately and efficiently, including deposits, withdrawals, and fund transfers.- **Record Keeping:** Maintain accurate records of all transactions and customer interactions for future reference and verification.- **Promote Banking Products:** Inform customers about various banking products and services, helping them choose the best options for their needs.**Required Skills and Expectations:**- Strong communication skills are essential for clear interaction with clients and team members.- Basic knowledge of banking services and financial products is preferred but not mandatory; training will be provided.- Attention to detail is critical to ensure accurate transaction processing and record keeping.- A proactive attitude towards learning about banking operations and improving service delivery is expected.- Basic computer skills, including familiarity with spreadsheets and banking software, will be advantageous. This role is perfect for someone looking to start a career in banking and finance while working from home.

As a Banking Executive, you will play a vital role in supporting our banking operations from the comfort of your home. **Key Responsibilities:**- **Customer Support:** Assist customers with inquiries about banking products and services, providing clear and accurate information to enhance customer satisfaction.- **Account Management:** Help clients manage their accounts by updating information, assisting with transactions, and resolving any issues they may encounter.- **Transaction Processing:** Accurately process transactions such as deposits, withdrawals, and transfers while ensuring adherence to banking regulations.- **Documentation Handling:** Prepare and manage required documents for account openings and other banking services, ensuring compliance with company policies.- **Sales Support:** Promote banking products and services to clients, helping to achieve sales targets and meet customer needs effectively.- **Data Entry:** Maintain organized records and data entry tasks accurately to support the smooth operation of banking functions.**Required Skills and Expectations:**Candidates should have excellent communication skills, both verbal and written, to interact confidently with customers. Basic knowledge of banking processes and products is preferred but not mandatory. Strong attention to detail is essential for accurately handling transactions and documentation. Candidates should demonstrate a customer-oriented approach, showing empathy and patience when addressing client needs. A willingness to learn and adapt in a fast-paced environment is crucial, as is the ability to work independently from home. Familiarity with computers and basic software applications is necessary for daily tasks.