Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Jodhpur; In loco; INR 400.000 - 560.000; Tempo pieno

Descrizione del lavoro

IDFC First Bank Limited in India is seeking an Associate Manager-Acquisition (CASA) to drive new customer acquisition for current and savings accounts across identified segments. The role involves outreach through multiple channels, presenting product benefits, and closing sales while ensuring customer satisfaction and long-term banking relationships.

The role also covers on-boarding to digital platforms, mapping catchments, and collaboration with the team to offer comprehensive services.

Competenze

• Graduation in one of the listed streams.
• 0–2 years of relevant experience.

Mansioni

• Acquire current and savings accounts in the defined segment with reference generation from the catchment area.
• Ensure high quality 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.
• Ensure adherence to sales compliance and SOPs.
• Maintain quality sourcing and compliance with internal and external guidelines.
• Conduct regular catchment activities to acquire high quality customers and build visibility for IDFC First Bank.
• Collaborate with team members to provide products and services to customers.

Formazione

Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Descrizione del lavoro

Job Requirements

Associate Manager-Acquisition (CASA)

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