Associate Manager-Acquisition (CASA)- Pipeline

Idfc First Bank Limited; Khordha; On-site; INR 450,000 - 550,000; Full time

Job summary

IDFC First Bank Limited in India is seeking an Associate Manager-Acquisition (CASA) to drive new customer acquisition for current and savings accounts. The role involves identifying prospects, contacting them via multiple channels, explaining product benefits, and closing sales while ensuring customer satisfaction and long-term relationships.

The ideal candidate will coordinate with the Branch Banking team to onboard customers on digital platforms, maintain compliance, and contribute to

Qualifications

• Graduation in any relevant field as listed in the education section.
• Experience not required or up to 2 years in relevant roles.

Responsibilities

• Acquire current and savings accounts within identified segment and generate referrals.
• Ensure high quality customer acquisition in terms of constitution, product and segment mix.
• On-board and activate customers on digital platforms.
• Support Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide feedback on customer requirements and opportunities to senior managers.
• Ensure adherence to sales compliance and SOPs.
• Maintain compliance with internal and external guidelines and regulations.
• Regularly conduct catchment activities to acquire high-quality customers and increase branch visibility.
• Pursue referrals from existing customers and collaborate with team members to offer products and services.
• Collaborate with support functions to deliver appropriate products and services to customers.

Skills

Communication skills

Customer outreach

Education

Bachelor’s in Engineering/Technology/Math/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