Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Indore District; On-site; INR 350,000 - 550,000; Full time

Job summary

IDFC First Bank Limited in Indore is seeking an Associate Manager-Acquisition (CASA) to attract new customers for current and savings accounts and to onboard them on digital platforms. The role emphasizes high-quality customer acquisition, adherence to SOPs, and active collaboration with the Branch Banking team.

The incumbent will support the Senior Sales Manager in catchment mapping and branch scoping, while ensuring compliance and ongoing customer relationship development in the identified

Qualifications

• Graduation in Engineering/Technology/Math’s/Commerce/Arts/Science/Biology/Business/Computers/Management
• 0–2 years of relevant experience
• Role entails acquiring new customers, contacting them through various channels, explaining benefits of CASA products, and closing sales

Responsibilities

• Acquisition of current and savings accounts in the identified segment; reference generation from the catchment area
• Ensure 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 opportunities
• Adhere to sales compliance and SOPs
• Quality sourcing and compliance with internal and external guidelines
• Regularly conduct catchment activities to acquire high-quality customers and build visibility for IDFC First Bank
• Work on central initiatives and seek referrals from existing customers
• Collaborate with team members and support functions to provide products and services

Education

Graduation in Engineering/Technology/Math’s/Commerce/Arts/Science/Biology/Business/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