Associate Manager-Acquisition (Current Account)

Idfc First Bank Limited; Thane; On-site; INR 360,000 - 540,000; Full time

Job summary

Idfc First Bank Limited seeks an Associate Manager – Acquisition (Current Account) to drive new-to-bank NTB current account sign-ups at the branch. You will engage customers, assess banking needs, and tailor solutions to maximize lifetime value and branch performance.

In this role, you will support catchment mapping, gather feedback, and collaborate with Sales Managers to deliver seamless, compliant service and achieve monthly targets.

Qualifications

• Graduate in any discipline (full-time).
• 0–4 years of sales experience in BFSI sector.
• Fluent in English with strong business communication.

Responsibilities

• Acquire NTB current account customers from the identified segment and catchment area.
• Ensure high-quality acquisitions in terms of product mix and account constitution.
• Register and activate acquired customers on digital and direct banking channels.
• Meet and exceed monthly acquisition targets by addressing banking needs.
• Support catchment mapping and opportunity identification for the team.
• Provide feedback to Sales Managers on customer needs and trends.
• Adhere to SOPs and regulatory guidelines in all activities.
• Maintain compliant sourcing aligned with acquisition standards.
• Develop market awareness and understand evolving customer needs.
• Collaborate with branch teams to offer comprehensive product/service offerings.

Skills

Customer focus

Opportunity identification

Current account products

Integrity & compliance

Collaboration

Self-motivation

English communication

Education

Graduate (any discipline)

Job description

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

• 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.
• 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