Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Bhopal; On-site; INR 350,000 - 700,000; Full time

Job summary

IDFC FIRST Bank in India is seeking an Associate Manager-Acquisition (CASA) to drive new customer acquisition for current and savings accounts, identify potential customers, and onboard them via digital platforms. The role emphasizes building long-term relationships and ensuring compliant, high-quality sourcing of customers.

In this role you will support catchment mapping, branch scoping, and provide feedback to seniors on customer requirements and opportunities, while collaborating with teams

Qualifications

• Graduation completed in one of the listed streams (engineering, commerce, arts, science, etc).
• 0–2 years of relevant banking/sales experience preferred.
• Ability to build relationships and onboard customers digitally.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate referrals.
• Ensure high-quality 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.
• 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

Communication

Relationship building

Education

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

Tools

CRM software

MS Excel

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