Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Kalol; On-site; INR 250,000 - 350,000; Full time

Job summary

IDFC FIRST Bank in Kalol is seeking an Associate Manager-Acquisition (CASA) to drive current and savings account growth. You will identify potential customers, reach out through multiple channels, explain product benefits, and close sales while maintaining strong customer satisfaction.

The role emphasizes onboarding customers on digital platforms, supporting branch sales activities, and building long-term relationships.

Qualifications

• Bachelor's degree or equivalent in a relevant field.
• 0–2 years of relevant experience in acquisition/sales.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate referrals.
• 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 exercises.
• Provide regular feedback on customer requirements and potential opportunities.
• Adhere to sales compliance and SOPs defined by the organization.
• Source quality leads and ensure compliance with internal and external guidelines and regulations.
• Engage with customers in catchment areas to build visibility for IDFC First Bank.

Skills

Acquisition

Customer networking

Onboarding

Sales compliance

Education

Bachelor's degree in Engineering/Technology/Math/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