Associate Manager-Acquisition CASA - Pipeline

IDFC FIRST Bank; Raipur; On-site; INR 450,000 - 600,000; Full time

Job summary

IDFC FIRST Bank in Raipur is seeking an Associate Manager-Acquisition (CASA) to drive new customer acquisition for current and savings accounts. You will identify potential customers, contact them across channels, explain benefits, onboard on digital platforms, and close sales while maintaining long-term relationships and service quality.

Responsibilities include acquiring accounts, ensuring quality mix, onboarding customers digitally, supporting catchment mapping, providing feedback, and

Qualifications

• Graduation in listed fields as stated.
• 0–2 years of relevant experience.
• Willingness to work in branch banking and catchment areas.
• Strong communication and customer service orientation.

Responsibilities

• Acquire current and savings accounts in the identified segment and generate referrals.
• Ensure high quality of customer acquisition in terms of product and segment mix.
• On-board and activate customers on digital platforms.
• Assist Senior Sales Manager in catchment mapping and branch scoping.
• Provide feedback on customer requirements and opportunities.
• Ensure adherence to sales compliance and SOPs.
• Source quality leads and comply with internal/external guidelines.
• Regularly conduct activities in the catchment to acquire HNI customers and build visibility.
• Collaborate with team members to offer products and services.

Skills

Customer acquisition

Digital onboarding

Relationship building

Compliance knowledge

Communication skills

Education

Bachelor's degree

Job description

Job Requirements

Job Description:

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