Associate Manager-Acquisition (CASA)

IDFC FIRST Bank; Satara; On-site; INR 400,000 - 600,000; Full time

Job summary

IDFC FIRST Bank in Satara, Maharashtra, is seeking an Associate Manager for Acquisition to lead customer acquisition efforts for current and savings accounts. This role involves identifying potential customers, explaining product benefits, and ensuring customer satisfaction. It also requires collaboration with other team members and adherence to sales compliance standards.

The ideal candidate should have a bachelor's degree in any relevant field and up to 2 years of experience. Join us in contributing to bank growth through effective customer engagement.

Qualifications

• Graduation in relevant fields is mandatory.
• 0 to 2 years of relevant experience in customer acquisition.

Responsibilities

• Acquisition of current and savings accounts in the identified segment.
• Ensuring high quality of customer acquisition.
• On-boarding customers on digital platforms.
• Assist in catchment mapping and branch scoping exercises.
• Provide feedback to managers on customer requirements.
• Ensuring adherence to sales compliance and internal guidelines.
• Conduct activities to acquire quality customers and enhance visibility.
• Work on key initiatives for referrals from existing customers.

Education

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

Job description

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 ensure 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