Associate Manager-Acquisition CASA

Idfc First Bank Limited; Sri Ganganagar; On-site; INR 400,000 - 700,000; Full time

Job summary

IDFC First Bank Limited in Rajasthan invites an Associate Manager-Acquisition (CASA) to drive new customer acquisition for current and savings accounts. The role focuses on identifying prospects, guiding them through product benefits, and closing sales while maintaining service quality.

The candidate will onboard customers on digital channels, support catchment mapping with Branch Banking, and ensure compliant, high-quality acquisitions aligned with bank SOPs.

Qualifications

• Graduation in Engineering/Technology/Commerce/Arts/Science/Management.
• 0–2 years of relevant experience.

Responsibilities

• Acquire current and savings accounts in the designated segment.
• Ensure high-quality customer acquisition in terms of constitution and product mix.
• On-board and activate customers on digital platforms.
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback on customer requirements and opportunities.
• Ensure adherence to sales compliance and SOPs.
• Quality sourcing and ensuring compliance with guidelines.
• Regularly conduct catchment activities to acquire high-quality customers and build visibility for IDFC First Bank.
• Collaborate with team members and support functions to offer products and services.

Education

Graduation in Engineering/Technology/Commerce/Arts/Science/Management

Job description

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 bankscurrent 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 banks 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