Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Idar; On-site; INR 400,000 - 600,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (CASA) at its branch network in Gujarat. The role focuses on acquiring new current and savings accounts, identifying potential customers, explaining product benefits, and closing sales to build a strong customer base.

The incumbent will onboard customers on digital platforms, maintain long-term relationships, and support sales planning with the Senior Sales Manager.

Qualifications

• 0–2 years of relevant experience
• Graduation in any of the listed streams
• Strong communication and interpersonal skills

Responsibilities

• Acquisition of current and savings accounts in the identified segment and reference generation from the 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

Acquisition

Sales

Customer relationship

Communication

Education

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

Tools

CRM

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