Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Bihar Sharif; On-site; INR 450,000 - 750,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (CASA) in the Branch Banking division to drive acquisition of current and savings accounts within the local catchment. You will engage customers through multiple channels, onboard them on digital platforms, and work with the Senior Sales Manager to map catchment areas and identify opportunities.

The role emphasizes compliant sales practices, high-quality customer sourcing, and building long-term relationships with customers.

Qualifications

• Graduation from any recognized stream, as listed in the education section.
• Strong communication and negotiation skills are essential.
• Ability to identify potential customers and close sales for CASA products.

Responsibilities

• Acquire current and savings accounts in the identified catchment.
• Ensure high quality customer acquisition in terms of constitution and segment mix.
• On-board and activate customers on digital platforms.
• Support Senior Sales Manager in catchment mapping and branch scoping.
• Provide feedback on customer requirements and potential opportunities.

Skills

Acquisition

Customer outreach

Sales proficiency

Digital onboarding

Relationship building

Education

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

Experience

0 to 2 years of relevant experience