Banking Officer - CASA Sales

ConfidentialMumbai

30+ days ago

Job description

Identify and acquire new CASA customers through field sales and referrals

Cross-sell banking products such as FD, RD, insurance, and digital services

Conduct market mapping and generate leads in assigned areas

Build and maintain customer relationships for long-term engagement

Ensure KYC compliance and accurate documentation

Meet individual and branch CASA targets

Key Skills :

Strong communication and interpersonal skills
Sales-driven with the ability to meet targets
Good knowledge of CASA products and banking services
Field sales experience preferred
Customer-focused with strong negotiation abilities
Basic understanding of banking regulations and KYC norms

Skills Required

Communication, Negotiation, Casa, Interpersonal

Create a job alert for this search

Sales Officer • Mumbai

Related jobs

Promoted

Sales Manager-Business Banking-RL SALES-Sales

ConfidentialMumbai, India

Enhancement of Deposit pool from Customers.Establishing standards and delivery of service.Cross selling targets progressively. Sale of MF and Insurance products.Manage productivity and overall moral...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager - Banking

ConfidentialMumbai

Manage and grow relationships with individual and business banking customers.Understand customer needs and recommend suitable banking products. Cross-sell loans, credit cards, deposits, and investme...Show moreLast updated: 30+ days ago

Promoted

Sales Officer

AADISHANKARMumbai, Maharashtra, India

AADISHANKAR is an ambitious startup specializing in premium agarbatti, dhoop cups, dhoop cones, and dhoop sticks.Our mission is to stand out and define the next generation of Pooja Essentials by de...Show moreLast updated: 2 days ago

Promoted

Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales

ConfidentialKalyan, India

Acquisition of Saving / Currentaccount from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product frommapped Book- LI / GI / SIP / PL / FD f...Show moreLast updated: 30+ days ago

Promoted

Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

ConfidentialThane, India

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening e...Show moreLast updated: 3 days ago

Promoted

Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

ComfNet Solutions GmbHKalyan-Dombivli, IN

Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 3 days ago

Promoted

Elite Relationship Manager-Household-Branch Banking-Branch Banking

ConfidentialMumbai, India

We are seeking a dynamic and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiri...Show moreLast updated: 30+ days ago

Promoted

Sales officer

ConfidentialMumbai

Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis.Area mapping of the assigned area for identifying the potential of the area. Activity based lead creation...Show moreLast updated: 30+ days ago

Promoted

Portfolio Relationship Manager-SME-Sales

ConfidentialMumbai, India

The Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from 50 to 500 crores...Show moreLast updated: 7 days ago

Promoted

Relationship Manager-Bharat Business-Bharat Business Loans-Sales

ConfidentialAlibag, India

JD - Relationship Manager-Bharat Business.The Relationship Manager - LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Pr...Show moreLast updated: 7 days ago

Promoted

Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

ConfidentialMumbai, India

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show moreLast updated: 7 days ago

Promoted

Relationship Officer-811-Digital Banking Kotak 811-Sales

ConfidentialThane, India

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products.This is a high-ener...Show moreLast updated: 7 days ago

Promoted

Banking Alliances - Sales / Business Development

ConfidentialMumbai, India

Paytm is India's leading mobile payments and financial services distribution company.Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with...Show moreLast updated: 7 days ago

Promoted

Relationship Manager-First Wealth

ConfidentialMumbai, India

Relationship Manager - First Wealth.The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targe...Show moreLast updated: 7 days ago

Promoted

Relationship Officer-SBE-Small Business Enterprise-Sales

ConfidentialMumbai, India

Role : Relationship Officer- SBE.Assisting team in day to day tasks and coordinating with RMs for activities related to business. Document collection from client and to ensure completion of all the d...Show moreLast updated: 7 days ago

Promoted

Relationship Manager

ConfidentialThane, Mumbai, Navi Mumbai

Minimum 3 Years experience is mandatory in CASA & Branch Banking.Acquire new customers for liabilities from open market.Assist the customers for conversion of existing borrowing customers for liabi...Show moreLast updated: 30+ days ago

Promoted

Associate Sales Manager - Branch Banking

ConfidentialMumbai, India

Associate Sales Manager / Financial Sales Manager.Takes responsibility of fulfilling leads & prospecting new business from the assigned areas / branches of channel partner. Establishing & strengthening...Show moreLast updated: 3 days ago

Promoted

Senior Officer, Branch Relationship Manager, Consumer Banking Group

ConfidentialThane, India

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 500 branches in the country.As a market leader in the...Show moreLast updated: 7 days ago