Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Andhra Pradesh; On-site; INR 400,000 - 600,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (CASA) to grow the branch customer base in the assigned catchment. You will identify potential customers, contact them through multiple channels, explain benefits of CASA products, and close sales while maintaining service standards.

The role involves field engagement within the catchment, generating referrals, and collaborating with team members to offer suitable banking solutions.

Qualifications

• Experience in acquiring customers and generating references.
• Understanding of current and savings accounts products.
• Ability to onboard customers on digital platforms while ensuring compliance.

Responsibilities

• Acquire current and savings accounts in the identified segment.
• Ensure high quality of customer acquisition in terms of constitution, product and segment mix.
• On-board and activate customers on digital platforms.

Skills

Sales

Customer outreach

Digital onboarding

Compliance

Education

Bachelor's degree

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 / Math's / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience:

0 to 2 years of relevant experience