Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Jodhpur; On-site; INR 400,000 - 640,000; Full time

Job summary

Idfc First Bank Limited is seeking an Associate Manager-Acquisition (CASA) to drive new current and savings accounts. The role focuses on identifying potential customers, contacting them through multiple channels, and closing sales while ensuring service quality and long-term relationships.

The role requires 0–2 years of relevant experience and a graduation in any of the listed streams; on-boarding customers on digital platforms is a key component of the position.

Qualifications

• Graduation required: Bachelor’s degree in Engineering/Technology/Maths/Commerce/Arts/Science/Biology/Business/Computers/Management.
• Experience: 0 to 2 years of relevant experience.
• Role involves acquiring new customers for current and savings accounts and onboarding them digitally.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate references.
• Ensure high quality customer acquisition in terms of constitution, product and segment mix.
• On-board and activate customers on digital platforms.
• Assist in catchment mapping and branch scoping exercises.
• Provide regular feedback to supervisors on customer requirements and opportunities.
• Ensure compliance with sales SOPs and internal/external guidelines.
• Engage in regular catchment activities to attract HNI customers and build visibility for the bank.
• Collaborate with team members to offer products and services.

Skills

Customer acquisition

Sales skills

Communication skills

Education

Bachelor’s degree 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

Experience: 0 to 2 years of relevant experience