Acquisition Manager - CA & SA

Dream Solution Indore; Hyderabad, Chennai District, Bengaluru; On-site; INR 300,000 - 520,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager Acquisition (CASA) to drive savings account customer acquisition from the local catchment area and onboard customers to digital channels. You will build relationships, ensure product mix alignment, and generate referrals to grow the branch's portfolio.

The role focuses on acquiring high-quality customers, maintaining compliance, and collaborating with the team to deliver integrated banking solutions and a strong customer experience.

Qualifications

• Fluent in English with strong business communication skills.
• Ability to identify and convert potential leads into business opportunities.
• Familiarity with digital banking platforms and onboarding processes.
• High level of integrity and compliance orientation.

Responsibilities

• Acquire savings account customers in the identified segment and generate references from the designated catchment area.
• Ensure high-quality customer acquisition in terms of constitution, product mix, and segment alignment.
• Onboard and activate customers on digital banking platforms.
• Assist the Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback to the Senior Sales Manager and Branch Manager on customer needs and business opportunities.
• Maintain strict compliance with internal policies and external regulatory guidelines.
• Conduct regular customer acquisition activities in the catchment area, targeting high-quality and HNI customers to enhance visibility for IDFC FIRST Bank.
• Work on key central initiatives and actively seek referrals from existing customers.
• Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.

Skills

Customer-centric

Lead conversion

Digital onboarding

Integrity & compliance

Teamwork

Business communication (English)

Education

Bachelor's degree in any discipline

Job description

Job Requirements

About the Role

TheAssociate Manager Acquisition (CASA)is a front-line sales role within theBranch Bankingfunction, responsible for acquiring new savings account customers for the bank. The role involves identifying potential customers, engaging with them through various channels, explaining the benefits and features of savings products, and closing sales. The incumbent also ensures customer satisfaction, facilitates onboarding to digital platforms, and fosters long-term relationships to support business growth.

Key Responsibilities

Primary Responsibilities

• Acquire savings account customers in the identified segment and generate references from the designated catchment area.
• Ensure high-quality customer acquisition in terms of constitution, product mix, and segment alignment.
• Onboard and activate customers on digital banking platforms.
• Assist the Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback to the Senior Sales Manager and Branch Manager on customer needs and business opportunities.
• Ensure adherence to sales compliance standards and organizational SOPs.
• Maintain strict compliance with internal policies and external regulatory guidelines.
• Conduct regular customer acquisition activities in the catchment area, targeting high-quality and HNI customers to enhance visibility for IDFC FIRST Bank.
• Work on key central initiatives and actively seek referrals from existing customers.

Secondary Responsibilities

• Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.

What We Are Looking For

Education

• Bachelor's degree in any discipline

Experience

• 0-4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.

Skills and Attributes

• Customer-centric approach with a focus on relationship building.
• Ability to identify and convert potential leads into business opportunities.
• Familiarity with digital banking platforms and onboarding processes.
• High level of integrity and compliance orientation.
• Team collaboration and adaptability in a dynamic environment.
• Fluent in English with strong business communication skills