Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Mavli; On-site; INR 350,000 - 450,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (CASA) to drive new customer acquisition for current and savings accounts. The role involves identifying potential customers, reaching out across channels, explaining product benefits, and closing sales while ensuring long-term satisfaction and relationships.

The candidate will onboard customers on digital platforms, collaborate with the branch team, and ensure compliance with SOPs.

Qualifications

• Bachelor’s degree in a relevant field as listed.
• 0–2 years of relevant experience.
• Strong communication and customer-facing skills.

Responsibilities

• Acquire current and savings accounts in the identified catchment area.
• Ensure high quality of customer acquisition in terms of product mix.
• On-board and activate 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.
• Ensure adherence to sales compliance and SOPs defined by the organization.
• Maintain strict compliance on internal and external guidelines and regulations.
• Conduct regular catchment activities to build high-quality, HNI customer base.
• Collaborate with team members and support functions to offer products and services.

Skills

Customer acquisition

Digital onboarding

Relationship management

Sales orientation

Education

Bachelor’s degree (Engineering/Tech/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