Associate Manager-Acquisition CASA

IDFC FIRST Bank; Fatehabad; On-site; INR 450,000 - 600,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (CASA) in Branch Banking to expand the customer base for current and savings accounts. You will identify prospects, contact them through multiple channels, explain product benefits, and close sales while ensuring satisfaction and long-term relationships.

Responsibilities include acquiring accounts in designated segments, onboarding customers on digital platforms, assisting in catchment mapping, providing feedback to sales and branch

Qualifications

• Graduation in relevant fields
• 0–2 years of relevant experience
• Willingness to learn

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.

Skills

Sales

Customer Acquisition

Digital Onboarding

Relationship Building

Communication

Education

Bachelor’s in Engineering

Bachelor’s in Technology

Bachelor’s in Commerce

Bachelor’s in Arts

Bachelor’s in Science

Bachelor’s in Management

Bachelor’s in Mathematics

Bachelor’s in Computers

Bachelor’s in Biology

Bachelor’s in Finance

Job description

Job Description:

Job Requirements

Job Requirements

Role/ Job Title: Associate Manager-Acquisition (CASA)

Function/ Department: Branch Banking

Job Purpose:

The role entails acquiring new customers for the banks 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 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