Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Punjab; On-site; INR 400,000 - 700,000; Full time

Job summary

Idfc First Bank Limited in Punjab seeks an Associate Manager-Acquisition (CASA) to drive new current and savings account openings in the identified catchment. You will contact potential customers, explain product benefits, and close sales while building lasting relationships with clients and ensuring service quality.

You'll onboard customers on digital platforms, support branch teams in catchment mapping, and provide feedback to managers.

Qualifications

• Graduation in Engineering/Technology/Maths/Commerce/Arts/Science/Biology/Business/Computers/Management.
• Fresh graduates may apply; good communication skills are essential.
• Willingness to engage in field outreach and catchment activities.

Responsibilities

• Acquire current and savings accounts in the specified segment and generate references from the catchment area.
• Ensure high quality customer acquisition in terms of constitution, product and segment mix.
• On-board and activate customers on digital platforms.
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide feedback to Branch/ Senior Sales Manager on customer requirements and opportunities.
• Ensure adherence to sales compliance and SOPs.
• Sourcing quality customers and complying with internal/external guidelines.
• Engage in catchment activities to build visibility and referrals.
• Collaborate with team members to offer products and services.

Education

Bachelor's in Engineering

Bachelor's in Technology

Bachelor's in Maths

Bachelor's in Commerce

Bachelor's in Arts

Bachelor's in Science

Bachelor's in Biology

Bachelor's in Business

Bachelor's in Computers

Bachelor's in 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 / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience

0 to 2 years of relevant experience