Associate Manager-Acquisition CASA

IDFC FIRST Bank; Gurugram District; On-site; INR 300,000 - 450,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (CASA) to drive new customer acquisition for current and savings accounts in Gurgaon region. The role focuses on identifying potential customers, contacting them, presenting product benefits, and closing sales to build long-term relationships.

The ideal candidate has 0–2 years of relevant experience, a broad educational background, and the ability to onboard customers on digital platforms while ensuring compliance with SOPs.

Qualifications

• Graduation in any of the listed streams (Engineering / Technology / Math / Commerce / Arts / Science / Biology / Business / Computers / Management).
• 0–2 years of relevant experience.
• Role involves acquiring new customers and onboarding them.

Responsibilities

• Acquire current and savings accounts from the identified catchment area.
• Ensure high quality of 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 on customer requirements and opportunities.
• Ensure adherence to sales compliance and SOPs defined by the organization.
• Quality sourcing and ensuring compliance with guidelines and regulations.
• Regularly conduct activities in the catchment to acquire good quality customers and build visibility for IDFC First Bank.
• Collaborate with team members to offer products and services to customers.

Skills

Sales skills

Customer acquisition

Digital onboarding

Relationship building

Education

Bachelor's degree (any stream)

Job description

Job Description:

Job Requirements:

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

Function/ Department: Branch Banking

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