Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Rajasthan; In loco; INR 450.000 - 650.000; Tempo pieno

Descrizione del lavoro

IDFC First Bank Limited in Rajasthan seeks an Associate Manager-Acquisition (CASA) to drive acquisition of current and savings accounts. You will identify prospects, contact them across channels, explain product benefits, and close sales while building enduring relationships.

The role emphasizes onboarding on digital platforms, ensuring compliance, and collaborating with branch teams to grow the local customer base and improve service levels.

Competenze

• Bachelor’s degree in Engineering/Technology/Commerce/Arts/Science or related fields.
• 0–2 years of relevant experience in sales or customer acquisition.
• Graduation in any listed field as per the job posting.

Mansioni

• Acquire current and savings account customers in the identified segment.
• On-board and activate customers on digital platforms.
• Maintain long-term relationships and ensure customer satisfaction.
• Assist in catchment mapping and branch scoping exercises.
• Provide regular feedback to Senior Sales Manager and Branch Manager.
• Ensure adherence to sales compliance and SOPs.
• Source referrals from existing customers and collaborate with teams.

Conoscenze

Customer acquisition

Sales

Digital onboarding

Relationship building

Formazione

Bachelor's degree

Descrizione del lavoro

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