Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Amreli; On-site; INR 300,000 - 600,000; Full time

Job summary

IDFC First Bank Limited in India is seeking an Associate Manager-Acquisition (CASA) to grow current and savings account bases. The role targets new customers from the specified catchment, drives onboarding on digital platforms, and maintains ongoing relationships through multiple channels.

You will support mapping, branch scoping, and compliance to SOPs while delivering high-quality customer acquisition. The position emphasizes field outreach, referrals from existing customers, and collaboration

Qualifications

• Graduation in any stream as listed above.
• Experience range 0–2 years in relevant roles.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate references from the catchment area.
• Ensure high quality of customer acquisition in terms of constitution, product and segment mix.
• On-board and activate customers on digital platforms.
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback on customer requirements and opportunities to senior staff.
• Ensure adherence to sales compliance and SOPs.

Skills

Acquisition skills

Customer outreach

Sales

Education

Bachelor's in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management

Job description

Job Requirements

Role/ Job Title

Associate Manager-Acquisition (CASA)

Function/ Department

Branch Banking

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 satisfied with the bank's services and maintains a long-term relationship with them.

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 feedback 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 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.

Education Qualification

Graduation: Bachelor's in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience

0 to 2 years of relevant experience