Relationship Manager | CASA
3 weeks ago
- Deepening Existing Relationships: Enhance service levels and offer tailored solutions to current clients to increase their investment in your products.
- New Client Acquisition: Develop and implement strategies to attract new clients, such as targeted marketing campaigns, networking events, and referral programs.
- Identify Opportunities: Analyze client portfolios to identify gaps where additional products could meet their needs.
- Integrated Solutions: Offer bundled services (e.g., combining business banking with investment products) to create comprehensive financial solutions.
- Targeted Acquisition: Focus on high-net-worth individuals and businesses that align with your ideal client profile.
- Personalized Approach: Use a consultative approach to understand their unique needs and offer tailored solutions.
- Client Segmentation: Develop strategies for different client segments (businesses, residents, NRIs) and tailor your approach accordingly.
- Ongoing Management: Build strong relationships through regular communication and personalized service.
- Cross-Sell Strategies: Regularly review client portfolios to identify opportunities for additional product sales.
- Enhance Client Loyalty: Use loyalty programs or incentives to encourage clients to engage with more of your products.
- Need candidate based in Vadodara.
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Casa Sales Officer
3 months ago
Vadodara, India Eva HR Solutions Full timeKey Responsibilities: 1. To acquire New to Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products like CASA, Debit/Credit cards, Insurance & Asset products. 5....
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Relationship Manager | CASA
3 weeks ago
Vadodara, India Waytogo Consultants Full timeDeepening Existing Relationships: Enhance service levels and offer tailored solutions to current clients to increase their investment in your products.New Client Acquisition: Develop and implement strategies to attract new clients, such as targeted marketing campaigns, networking events, and referral programs.Identify Opportunities: Analyze client portfolios...
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Relationship Manager | CASA
3 weeks ago
Vadodara, India Waytogo Consultants Full timeDeepening Existing Relationships: Enhance service levels and offer tailored solutions to current clients to increase their investment in your products. New Client Acquisition: Develop and implement strategies to attract new clients, such as targeted marketing campaigns, networking events, and referral programs. Identify Opportunities: Analyze client...
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Direct Sales Manager
6 days ago
vadodara, India TekPillar Full timeWe are looking for 7 Direct Sales Manager Posts in Surat, Gujarat,Ahmedabad,Vadodara, Gujarat,Rajkot,Sales,CASA,Banking Sales,Finance Sales,Insurance,Life Insurance,Field Executive,Sales and Marketing,Credit Card Sales,FMCG,Pharma, with deep knowledge in Sales,CASA,Banking Sales,Finance Sales,Insurance,Life Insurance,Field Executive,Sales and...
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Direct Sales Manager
4 months ago
vadodara, India TekPillar Full timeWe are looking for 7 Direct Sales Manager Posts in Surat, Gujarat,Ahmedabad,Vadodara, Gujarat,Rajkot,Sales,CASA,Banking Sales,Finance Sales,Insurance,Life Insurance,Field Executive,Sales and Marketing,Credit Card Sales,FMCG,Pharma, with deep knowledge in Sales,CASA,Banking Sales,Finance Sales,Insurance,Life Insurance,Field Executive,Sales and...
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Sales Manager
6 days ago
vadodara, India Isparrow Services Pvt Ltd Full timeUrgent Requirement for Sales Manager. Opening Demat Account, Casa Sales Officer, Ready to Work for Open Market.
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Relationship Manager
1 day ago
Vadodara, India Redrob Full time"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.”Employer: GyanDhan.Position: Relationship ManagerYears of Experience: 1+ YearsCommunity Location: VadodaraEmployment Type: Full-TimeCONNECTCompany Overview ( Rice is not just a company; it's a dynamic community, the next...
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Banking Sales Officer
4 months ago
Vadodara, Gujarat, India Tekpillar Full timeJoin our dynamic team to drive growth in our CASA portfolio. We're seeking passionate sales experts to acquire new customers, nurture relationships, and exceed targets. If you're driven, personable, and finance-savvy, this role is for you! **Responsibilities**: - Generate leads and acquire customers for CASA products. - Build lasting relationships through...
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Relationship Manager
23 hours ago
vadodara, India Redrob Full time"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.” Employer: GyanDhan. Position: Relationship Manager Years of Experience: 1+ Years Community Location: Vadodara Employment Type: Full-Time CONNECT Company Overview ( McKinley Rice is not just a company; it's...
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Relationship Manager
1 day ago
Vadodara, India Redrob Full time"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.” Employer: GyanDhan. Position: Relationship Manager Years of Experience: 1+ Years Community Location: Vadodara Employment Type: Full-Time CONNECT Company Overview ( McKinley Rice is not just a company; it's...
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Assistant Manager- CASA
6 days ago
vadodara, India Skywings Advisors Pvt. Ltd. Full timeExp. Mini. 1 year in field sales from BFSI industry.Job Role: To open saving and current accounts thru individual efforts from open market and sell other third party products of the bank. Own two wheeler and graduation is compulsory.Ensuring company policies are followed.Optimizing profits by controlling costs.Hiring, training, and developing new...
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Banking Sales Officer
3 months ago
Vadodara, Gujarat, India Tekpillar Full timeJoin us to drive CASA growth! As a Banking Sales Officer, you'll excel at acquiring new customers, nurturing relationships, and exceeding sales targets. If you're passionate about finance, possess exceptional sales skills, and thrive in a dynamic environment, this role is for you! **Responsibilities**: - Generate leads and captivate new customers for our...
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Relationship Manager
6 days ago
vadodara, India Varthana Finance Full timeVarthana is looking for Relationship Managers and Sales professionals to be a part of a dynamic, motivated, and highly productive Sales Team. Preferred Profile Minimum Education Qualification: Graduation 1-3 years experience in Sales in Financial Services / Education / MFI / Mortgages / SME loans / Insurance Industry Passionate for sales and experienced...
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Relationship Manager
4 months ago
vadodara, India Varthana Finance Full timeVarthana is looking for Relationship Managers and Sales professionals to be a part of a dynamic, motivated, andhighly productive Sales Team.Preferred Profile Minimum Education Qualification: Graduation 1-3 years experience in Sales in Financial Services / Education / MFI / Mortgages / SME loans / Insurance Industry Passionate for sales and experienced in...
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Branch Relationship Manager
4 months ago
vadodara, India Max Life Insurance Full timeKEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Ensure team works on every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Supervise daily activity plan of team & setup governance mechanism Undertake join field work with team to demonstrate successfully financial planning...
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Branch Relationship Manager
4 months ago
Vadodara, India Max Life Insurance Full timeKEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Ensure team works on every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Supervise daily activity plan of team & setup governance mechanism Undertake join field work with team to demonstrate successfully financial planning skills. ...
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Branch Relationship Manager
6 days ago
vadodara, India Max Life Insurance Full timeKEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Ensure team works on every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Supervise daily activity plan of team & setup governance mechanism Undertake join field work with team to demonstrate successfully financial planning skills. ...
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Relationship Manager
6 days ago
vadodara, India JK Securities Pvt. Ltd. Full timeJob Summary We are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue through cross-selling and upselling clients while helping them to make the right investment decisions thus enabling long term wealth creation at the same time. The candidate will also be responsible for growing the client base by converting leads...
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Channel Relationship Manager
4 months ago
Vadodara, India DBS Bank Full timeBusiness Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...
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Channel Relationship Manager
4 months ago
vadodara, India DBS Bank Full timeBusiness Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...