Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Maharashtra; On-site; INR 350,000 - 550,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (CASA) in Branch Banking. This role focuses on acquiring new current and savings accounts by identifying potential customers, reaching out through multiple channels, and presenting product benefits to close the sale.

You will onboard customers on digital platforms, map catchments with the Senior Sales Manager, ensure SOP compliance, and build long-term relationships while driving referrals from existing customers.

Qualifications

• Graduation in Engineering / Technology / Math's / Commerce / Arts / Science / Management.
• 0 to 2 years of relevant experience.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate references 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 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

Customer acquisition

Sales

Digital onboarding

Relationship management

Compliance

Education

Bachelor's degree

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