Associate Manager-Acquisition CASA

Idfc First Bank Limited; Bassi; On-site; INR 450,000 - 750,000; Full time

Job summary

IDFC First Bank Limited is seeking an Associate Manager-Acquisition (CASA) to drive current and savings account acquisition in designated catchments. The role emphasizes identifying prospective customers, engaging via multiple channels, and converting leads into active customers while ensuring excellent service and long-term relationships.

The position involves on-boarding customers to digital platforms, maintaining adherence to sales SOPs, and supporting senior managers in catchment and branch

Qualifications

• Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management.
• 0 to 2 years of relevant experience.

Responsibilities

• Acquisition of current and savings accounts 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.

Skills

Customer acquisition

Sales skills

Relationship building

Digital onboarding

Communication skills

Education

Bachelor's degree

Job description

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 bankscurrent 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 banks 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