Idfc Casa Sales Officer

5 months ago


Maharashtra, India TMI Group Full time

Required Experience**2 - 5 Years**
- Skills**sales,**

**fieldsale,**

**banking**

**Test Role & Responsibility**:

- Meet client and explain about available products.
- Opening Saving Account & Current Account with the potential client and lead generated
- Acquisition of CASA & liabilities a/c from cold calling, market reference, cross-sell, and selling third-party products (life & health insurance, mutual funds SIPs)
- Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
- Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
- Responsible for acquiring new customers through multiple channels - campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry

**INDENT REQUIREMENTS**:
**Requirements**:
Role: Bank Officer - CASA

Position: Sales Officer Current Account (CA) / Sales Officer Saving Account (SA)

Qualification: Any Graduate / Post Graduate

Experience: Minimum 6 Months to 1 year of experience in any Banking sales, preferably Savings Accounts/Insurance Sales/ Brokerage firms/NBFC Sales

Max Age: 30 years

Mandatory: Two-wheeler with valid license & Local residence

Languages: English and Local language

Communications: Should have good Communications

Preferred Industry (If any): NBFC/Home Loan

CTC Range (Min & Max): 2.5 to 5.4 Lakhs Per Annum, Incentive/Bonus

**About Company**

TMI Network is one of India’s oldest and largest executive search firms. It is part of the TMI Group of companies, based in Hyderabad, India.

Established in 1991, TMI Network has been the recruiting partner for many organizations in India. We have provided recruiting services in Banking, Insurance, Financial Services, Information Technology, Manufacturing, e-Commerce, Agri, Healthcare, and many other sectors.

Since 2021, TMI is focusing on International hiring for IT talent looking for opportunities beyond the US - in Germany, Japan, the UK, and Europe.


  • Casa Sales Officer

    2 months ago


    Pune, Maharashtra, India Live Connections Full time

    **Age Limit : 30 yrs** **Job Purpose**: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are...

  • Relationship Officer

    4 months ago


    Nagpur, Maharashtra, India Sahayog Multistate Credit Cooperative Society Limited Full time

    **Key Skills** - Generate Business of Current Account & Saving Account (CASA) for rural & urban area (Banking). - Experience in Banking, Co-Operative societies, NBFC & Insurance - Knowledge of Banking & CASA Products. - **Preferred Local Languages.**: - **Field Sales - Acquire new saving & current accounts.**: - Build & Leverage relationship with the old...

  • Relationship Officer

    5 months ago


    Nagpur, Maharashtra, India Sahayog Multistate Credit Cooperative Society Limited Full time

    **Key Skills** - Generate Business of Current Account & Saving Account (CASA) for rural & urban area (Banking). - Location **( Kanhan, Mauda, Nagpur, Ramtek )**: - Experience in Banking, Co-Operative societies, NBFC & Insurance - Knowledge of Banking & CASA Products. - **Preferred Local Languages.** **Additional Perks** - PF, ESIC, Mediclaim & Gratuity...


  • Mumbai, Maharashtra, India Live Connections Full time

    **Looking for Bank Officer CASA** **Location: Mumbai - Western Line** **Bank Name: IDFC First** **Package: upto 30 percent or more hike** **Incentive: Attactive and more than any bank** **Job Types**: Full-time, Permanent Pay: ₹12,000.00 - ₹30,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Morning...

  • Relationship Officer

    5 months ago


    Chembur, Mumbai, Maharashtra, India Sahayog Multistate Credit Cooperative Society Limited Full time

    **Key Skills** - Generate Business of Current Account & Saving Account (CASA) for rural & urban area (Banking). - Location **(Chembur and Sion)**: - Experience in Banking, Co-Operative societies, NBFC & Insurance - Knowledge of Banking & CASA Products. - **Preferred Local Languages.**: - **Field Sales - Acquire new saving accounts.**: - Build & Leverage...


  • CBD Belapur, Navi Mumbai, Maharashtra, India Brilliant Mind Hr india pvt ltd Full time

    Requirement for HSC or Graduate Fresher for CASA Sales in a leading Credit Co-Operative Bank. Designation - Relationship Officer Interview Location: Belapur Job Location: Navi Mumbai - Vashi, Belapur, Nerul, etc. Required: Any Male/Female - Only if interested for Field Sales **Salary**: In Hand 14,000 to 18,000 + PF and ESIC (Depend upon...

  • Branch Banking

    5 months ago


    Mumbai, Maharashtra, India IDFC FIRST Bank Full time

    **Role/Job Title**: Senior Sales Manager (CASA) Function/ Department : Branch Banking **Job Purpose**: This role is responsible for leading and managing a team of acquisition managers who sell current and savings accounts to customers. This role also oversees the sales targets, strategies, policies and procedures of the team, and ensures compliance with...


  • Mumbai, Maharashtra, India SVC Bank Full time

    SVC Co-operative Bank Ltd., formerly known as The Shamrao Vithal Co-operative Bank Ltd., is a 117-year rich, trusted institution, which is one of the leading Scheduled Urban Co-operative Bank with a total Business of the Bank is at Rs. 35,159.31 Crores as on March, 2024 and Net Profit increased by 23.73% to reach Rs. 218.16 Crores. The Bank has a strong...


  • Mumbai, Maharashtra, India SVC Bank Full time

    SVC Co-operative Bank Ltd., formerly known as The Shamrao Vithal Co-operative Bank Ltd., is a trusted institution with a legacy of over 117 years and counting. SVC Bank is one of the leading Multi-State Scheduled Urban Co-operative Bank with total business of ₹,159.31 Crores as on March 31, 2024 and a network of 198 branches spread across 11 States in...

  • Field Sales Officer

    1 month ago


    Mumbai District, Maharashtra, India Billionminds Management Services Pvt Ltd. Full time

    1) Generate New Business to the Bank by doing fresh Acquisition of CASA & other Banking products. 2) Manage and sell Savings Account by conducting several marketing activities. 3) Understand and analyze the customer needs and provide customized solutions to fulfil their requirements. 4) Extend professional customer service to achieve a high level of...

  • Relationship Officer

    4 weeks ago


    Mumbai, Maharashtra, India Jobs communication Full time

    Urgent openings for Relation ship officer in one of the bank in Mumbai location. Qualification - Graduation Gender - Male Age - below 32 Profile - Relationship officer Product experienceCASA sales. banking products in liabilities ,insurance sales, payment bank Location - Western line, south Mumbai, Navi Mumbai **Job Types**: Full-time, Permanent Pay:...


  • Kalamboli, Navi Mumbai, Maharashtra, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Credit Cards-Business Credit Cards - Sales Officer **Office Location**: Kalamboli Kalamboli (Branch) **Position description**: Credit Cards-Business Credit Cards - Sales Officer **Primary Responsibilities**: - Credit card sales - Business Credit Cards, VYMO calling and conversion on various...

  • Sales Executive

    5 months ago


    Airoli, Navi Mumbai, Maharashtra, India Coral Bling Services Private Limited Full time

    Title: Cross-Sales Executive Process: IDFC Fresher can apply Day shift, 1 week off (SUN) Work from Office Conatact - 9637300060 **Salary**: ₹14,500.00 - ₹19,500.00 per month **Benefits**: - Health insurance Shift: - Day shift - Rotational shift Supplemental pay types: - Bonus pay - Performance bonus Application Question(s): - Are you...


  • Barshi, Solapur, Maharashtra, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Credit Cards-Credit Cards Sales - Sales Officer-Branch **Office Location**: Barshi Barshi (Branch) **Position description**: Credit Cards-Credit Cards Sales - Sales Officer - Branch **Primary Responsibilities**: - Credit card sales, VYMO calling and conversion on various databases, Cross-sell of...


  • Navi Mumbai, Maharashtra, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Credit Cards-Credit Cards Sales - Sales Officer-Branch **Office Location**: Vashi Sector 28 Navi Mumbai (Branch) **Position description**: Credit Cards-Credit Cards Sales - Sales Officer - Branch **Primary Responsibilities**: - Credit card sales, VYMO calling and conversion on various databases,...

  • Sales Officer

    5 months ago


    Mumbai, Maharashtra, India Humaniquee Full time

    Having good communication. Need to open zero balance account and cross selling also KYC Bike and driving licencse mandatory Need to open current account and saving account, cross selling. Pay: ₹20,000.00 - ₹22,000.00 per month **Benefits**: - Provident Fund Shift: - Day shift Supplemental pay types: - Performance bonus Travel requirement: -...

  • Sales Officer

    5 months ago


    Aurangabad, Maharashtra, India RecruitexpertHR Full time

    Build and manage effective customer relationships with key customers of - the branch ensuring superior customer service; - Enhance the sales of bank liability products and services by capitalizing - on market size and market penetration. - Focus on the Banks Liability products (CASA). - Selling of banks and third-party products to new customers. - Conducting...


  • Mahalaxmi, Mumbai, Maharashtra, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Credit Cards-Corporate Sales Officer-Prepaid Payment Solutions **Office Location**: Zenith House,Mahalaxmi Mumbai (Branch) **Position description**: Credit Cards-Corporate Sales Officer-Prepaid Payment Solutions **Primary Responsibilities**: - New Signup, Cross sell (CASA/CC/Term Loan/Assets),...

  • Sales Officer

    5 months ago


    Andheri, Mumbai, Maharashtra, India Brilliant Mind Hr india pvt ltd Full time

    Devise strategic business plan to enhance the product penetration Work closely with other teams to cross-sell products across investment strategies Act as a key client contact point and maintain a good understanding on the market landscape Provide a comprehensive and professional selling, advisory and delivery service to clients Assesses business potential...

  • Gold Loan Officer

    5 months ago


    Byculla, Mumbai, Maharashtra, India Neo Staffing & Solutions Full time

    Take care of sales of Gold loan sales for the assigned branch Tap NTB customers for gold loans from open markets Conduct initial evaluation of weight and quality and determine approximate value of jewelry Should have good knowledge of local markets Atleast 1 year of prior experience in gold loans and in a sales role Liaison with operation, credit and...