Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Amreli; On-site; INR 600,000 - 1,000,000; Full time

Job summary

IDFC FIRST Bank Limited invites applications for Deputy Manager-Acquisition (CASA) in Retail Liabilities. The role focuses on acquiring Current and Savings Accounts across PAN India branches, ensuring high quality customer acquisition, and seamless onboarding on digital platforms.

You will support senior sales leaders with catchment mapping, branch scoping, and provide feedback on customer needs while upholding sales compliance and internal guidelines.

Responsibilities

• Acquisition of Current and 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 / Branch Manager / Area Sales 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 visibility 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

Job description

Job Requirements

Role/Job Title: Deputy Manager-Acquisition (CASA)

Business: Retail Liabilities

Function/ Department: 'Branch Banking

Place of work: 'PAN India branches

Roles & Responsibilities

• Acquisition of Current and 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 / Branch Manager / Area Sales 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

Secondary Responsibilities

• Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility 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

Key Success Metrics

NTB acquisitions, Increasing customer share of wallet by deepening and cross selling.