Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Botad District; On-site; INR 350,000 - 500,000; Full time

Job summary

Idfc First Bank Limited is seeking an Associate Manager-Acquisition (CASA) to drive new CASA account growth. The role focuses on identifying potential customers, engaging them through multiple channels, presenting product benefits, and closing sales while ensuring long-term customer satisfaction and relationship management.

The incumbent will acquire accounts in the designated catchment, onboard customers on digital platforms, and collaborate with branch teams to optimize product and service

Qualifications

• Graduation in Engineering/Technology/Maths/Commerce/Arts/Science/Management.
• 0–2 years of relevant experience.
• Experience in acquiring new customers and branch banking processes.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate references from the catchment area.
• Ensure high-quality customer acquisition in terms of constitution, product mix and segment mix.
• On-board and activate customers on digital platforms.
• Assist in catchment mapping and branch scoping exercises.
• Provide regular feedback to managers on customer requirements and opportunities.
• Ensure adherence to sales compliance and SOPs.
• Quality sourcing and compliance with internal and external guidelines.
• Regular catchment activities to acquire high-quality customers and boost IDFC First Bank visibility.
• Work on central initiatives and seek referrals from existing customers.
• Collaborate with teams to offer products and services to customers.

Skills

Customer acquisition

Sales

Digital onboarding

Relationship management

Education

Bachelor’s degree (Engineering/Technology/Maths/Commerce/Arts/Science/Management)

Job description

Job Requirements

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