Associate Manager-Acquisition (Current Account)

Idfc First Bank Limited; Jaipur; On-site; INR 350,000 - 650,000; Full time

Job summary

Idfc First Bank Limited in Jaipur seeks an Associate Manager - Acquisition (Current Account) to drive NTB current account acquisitions through direct customer interactions and tailored banking solutions. You will support the Sales Manager with catchment mapping, gather customer feedback, and identify new business opportunities while ensuring compliance and SOP adherence.

The role focuses on achieving monthly targets, deepening client relationships, and onboarding customers to digital and direct

Qualifications

• Graduate in any discipline (Full-time).
• 0-4 years of experience in sales, preferably within BFSI sector.

Responsibilities

• Acquire NTB current account customers from the identified segment and catchment area.
• Ensure high-quality acquisitions in terms of product mix, customer segments, and account constitution.
• Proactively register and activate acquired customers on digital and direct banking channels.
• Meet and exceed monthly acquisition targets by analysing and addressing customers’ transaction banking needs.
• Assist the Sales Manager in catchment mapping and opportunity identification.
• Provide regular feedback to Sales Managers/Relationship Managers on customer needs and market trends.
• Adhere to the organization’s selling norms and SOPs.
• Ensure strict compliance with internal policies and external regulatory guidelines.
• Maintain quality sourcing in line with the bank’s acquisition standards.
• Maintain strong market awareness and a deep understanding of customer needs.
• Collaborate with other departments and functions within the branch to deliver comprehensive product and service offerings, ensuring a customer-centric approach.

Skills

Customer focus

Opportunity identification

Transaction banking knowledge

Integrity & compliance

Team collaboration

Self-motivation

Business English

Education

Graduate degree

Job description

Job Requirements

About the Role

The Associate Manager - Acquisition (Current Account) is responsible for acquiring new-to-bank (NTB) current account customers for a designated branch. This role involves direct customer interaction, understanding banking needs, and offering tailored solutions. The incumbent will also support the Sales Manager in catchment mapping, gathering customer feedback, and identifying potential business opportunities. The role is critical in driving client acquisition, deepening customer relationships, and maximizing lifetime value to achieve broader organizational goals.

Key Responsibilities

Primary Responsibilities

• Acquire NTB current account customers from the identified segment and catchment area.
• Ensure high-quality acquisitions in terms of product mix, customer segments, and account constitution.
• Proactively register and activate acquired customers on digital and direct banking channels.
• Meet and exceed monthly acquisition targets by analysing and addressing customers’ transaction banking needs.
• Assist the Sales Manager in catchment mapping and opportunity identification.
• Provide regular feedback to Sales Managers/Relationship Managers on customer needs and market trends.
• Adhere to the organization’s selling norms and Standard Operating Procedures (SOPs).
• Ensure strict compliance with internal policies and external regulatory guidelines.
• Maintain quality sourcing in line with the bank’s acquisition standards.

Secondary Responsibilities

• Maintain strong market awareness and a deep understanding of customer needs.
• Collaborate with other departments and functions within the branch to deliver comprehensive product and service offerings, ensuring a customer-centric approach.

What We Are Looking For

Education

• Graduate in any discipline (Full-time).

Experience

• 0-4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.

Skills And Attributes

• Customer-focused approach with a passion for service excellence.
• Ability to identify and convert business opportunities.
• Knowledge of current account products and transaction banking.
• High level of integrity and compliance orientation.
• Collaborative mindset and ability to work across teams.
• Self-motivated with a drive to achieve targets.
• Fluent in English with strong business communication skills