Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Rajasthan; On-site; INR 600,000 - 1,000,000; Full time

Job summary

IDFC FIRST Bank in Rajasthan seeks an Associate Manager-Acquisition (CASA) to drive acquisition of current and savings accounts, engage potential customers, and onboard them on digital platforms. The role emphasizes achieving quality acquisitions, maintaining relationships, and collaborating with branches to optimize catchment opportunities.

The candidate should possess a Bachelor’s degree in a listed field and demonstrate strong communication and customer-service skills to sustain long-term

Qualifications

• Graduation in one of the listed disciplines.
• Experience in sales/acquisition is desirable but not stated explicitly.
• Strong communication and relationship-building skills may be inferred from the role.

Responsibilities

• Acquire current and savings accounts in the designated segment and generate reference leads.
• Ensure high-quality customer acquisition with proper product/segment mix.
• Onboard and activate customers on digital platforms.
• Assist Senior Sales Manager with catchment mapping and branch scoping.
• Provide regular feedback on customer requirements and opportunities.

Education

Bachelor's degree in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Job description

Role/ Job Title:

Associate Manager-Acquisition (CASA)

Job Purpose:

The role entails acquiring new customers for the bank'scurrent 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