Associate Manager-Acquisition

Quotient Consultancy; Navi Mumbai, Pune District, Mumbai; On-site; INR 350,000 - 650,000; Full time

Job summary

Quotient Consultancy in Navi Mumbai is seeking an Associate Manager-Acquisition (CA/ SA) in Branch Banking to acquire new savings account customers, identify prospects, contact them through multiple channels, and explain benefits of the bank's savings products.

The role focuses on onboarding customers to digital platforms, maintaining long-term relationships, and ensuring high-quality customer acquisition while complying with sales SOPs and regulatory guidelines.

Qualifications

• 1–3 years of relevant experience
• Graduation in Engineering/Technology/Maths/Commerce/Arts/Science/Biology/Business/Computers/Management

Responsibilities

• Acquisition of savings account in the identified segment and reference generation from the specified catchment area
• Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
• On-boarding and activating customers on digital platforms
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises
• Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities
• Ensuring adherence to sales compliance and SOPs defined by the organization
• Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
• Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank
• Working on key central Initiatives and seeking regular referrals from existing customers
• Collaborating with other team members and support functions to provide products and service offerings to customers

Education

Graduation

Job description

Role & responsibilities

Preferred candidate profile

Job Description BO CA

Role/ Job Title:

Associate Manager-Acquisition (CA/ SA)

Function/ Department:

Branch Banking

Job Purpose:

Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them.

Roles & Responsibilities:

• Acquisition of savings account in the identified segment and reference generation from the specified catchment area
• Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
• On-boarding and activating customers on digital platforms
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises
• Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities
• Ensuring adherence to sales compliance and SOPs defined by the organization
• Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
• Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank
• Working on key central Initiatives and seeking regular referrals from existing customers
• Collaborating with other team members and support functions to provide products and service offerings to customers

Education Qualification:

Graduation: Bachelors in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience:

1 to 3 years of relevant experience