Associate Manager-Acquisition CASA

Idfc First Bank Limited; Petlad; On-site; INR 350,000 - 700,000; Full time

Job summary

IDFC First Bank Limited in Gujarat's Petlad area seeks an Associate Manager-Acquisition to drive CASA growth. You will identify potential customers, reach out across channels, explain benefits of current and savings accounts, and close sales while ensuring service quality and long-term relationships.

Key responsibilities include acquiring accounts in the chosen catchment, onboarding on digital platforms, supporting branch scoping, and collaborating across teams to deliver products and services

Qualifications

• Acquire current and savings accounts in target segments.
• On-board and activate customers on digital platforms.
• Maintain long-term customer relationships and referrals.

Responsibilities

• Acquisition of current and savings accounts in the identified 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.

Skills

Customer Acquisition

Sales

Communication

Relationship Building

Education

Bachelor's degree (Engineering/Technology/Math/Commerce/Arts/Science/Biology/Business/Computers/Management)

Job description

Job Description

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.

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