Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Morbi; On-site; INR 420,000 - 620,000; Full time

Job summary

IDFC First Bank Limited in Gujarat Morbi invites applications for the role of Associate Manager-Acquisition (CASA). The incumbent will focus on acquiring new current and savings customers, contacting prospects, explaining product benefits, and closing sales while ensuring customer satisfaction.

Responsibilities include onboarding customers on digital platforms, assisting in catchment mapping, providing feedback to supervisors, and ensuring compliance with sales SOPs.

Qualifications

• 0 to 2 years of relevant experience.
• Graduation in Engineering/Technology/Maths/Commerce/Arts/Science/Biology/Business/Computers/Management.
• Role focuses on acquiring new customers for current and savings accounts.

Responsibilities

• Acquire current and savings accounts in identified segment and generate referrals.
• Ensure 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.
• 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

Account acquisition

Digital onboarding

Customer relationship

Sales 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

Experience: 0 to 2 years of relevant experience