Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Ratlam; On-site; INR 300,000 - 500,000; Full time

Job summary

IDFC FIRST Bank is hiring for the position of Associate Manager-Acquisition in Ratlam, Madhya Pradesh. This role focuses on acquiring new customers for current and savings accounts and ensuring customer satisfaction through various channels.

The ideal candidate will hold a Bachelor's degree in any relevant field and possess up to 2 years of experience in a sales or customer acquisition role. The position offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Bachelor's degree in a relevant field.
• 0 to 2 years of relevant experience in customer acquisition.
• Ability to explain products and benefits to potential customers.

Responsibilities

• Acquire current and savings accounts in the specified segment.
• Ensure high quality of customer acquisition.
• On-board and activate customers on digital platforms.
• Provide feedback on customer requirements to management.
• Conduct activities to acquire high-net-worth customers.

Skills

Customer Acquisition

Sales Compliance

Digital Onboarding

Customer Relationship Management

Education

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

Experience

0 to 2 years of relevant experience