Associate Manager-Acquisition (CASA)

Idfc First Bank Limited; Sonipat; In loco; INR 450.000 - 600.000; Tempo pieno

Descrizione del lavoro

IDFC First Bank Limited is seeking an Associate Manager-Acquisition (CASA) in Sonipat to drive acquisition of current and savings accounts and to onboard customers on digital platforms. The role emphasizes regional catchment engagement, compliance, and long-term relationship building with clients.

The candidate should have 0–2 years of relevant experience and a graduation from the listed streams, with strong communication and sales orientation to thrive in a branch banking environment.

Competenze

• Graduation in Engineering/Technology/Math/Commerce/Arts/Science/Business/Management (as listed).
• Sales aptitude and willingness to build a client base.
• Understanding of banking products and customer servicing.

Mansioni

• Acquire current and savings accounts from identified segments and generate references.
• Maintain high quality customer acquisition and appropriate product/segment mix.
• On-board and activate customers on digital banking platforms.
• Assist Senior Sales Manager in mapping catchments and branch scoping.
• Provide feedback on customer requirements and opportunities to leadership.
• Ensure adherence to sales SOPs and regulatory guidelines.
• Sustain relationships with customers and pursue referrals from existing clients.

Conoscenze

Sales skills

Customer acquisition

Digital onboarding

Channel outreach

Formazione

Bachelor’s degree

Descrizione del lavoro

Job Requirements

Associate Manager-Acquisition (CASA)

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