Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Modasa; On-site; INR 400,000 - 600,000; Full time

Job summary

IDFC First Bank is seeking an Associate Manager-Acquisition (CASA) in Branch Banking to drive new customer acquisition for current and savings accounts. You will identify potential customers, initiate contact, explain product benefits, and close sales while ensuring customer satisfaction and long-term relationships.

The role involves on-boarding customers on digital platforms, collaborating with sales teams, and maintaining adherence to compliance SOPs.

Qualifications

• Graduation in a relevant field is required.
• 0–2 years of experience in sales or banking is desirable.
• Experience in customer acquisition and onboarding is a plus.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate references.
• Ensure high quality customer acquisition in terms of product mix and segment fit.
• Onboard and activate customers on digital platforms.
• Support Senior Sales Manager with catchment mapping and branch scoping.
• Provide regular feedback on customer requirements and opportunities.
• Ensure adherence to sales compliance and SOPs.

Skills

Sales skills

Customer acquisition

Relationship building

Onboarding

Education

Bachelor’s in Engineering

Bachelor’s in Technology

Bachelor’s in Commerce

Bachelor’s in Arts

Bachelor’s in Science

Bachelor’s in Management

Job description

Job Requirements

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