Associate Manager-Acquisition (Current Account and Saving Account)

ACURA SOLUTIONS LTD; Ahmedabad District; On-site; INR 350,000 - 500,000; Full time

Job summary

ACURA SOLUTIONS LTD is seeking an Assistant Manager CASA (Current Account Acquisition) to grow our active customer base and promote banking products. You will work with the branch team to achieve business targets and deliver excellent customer service.

Responsibilities include acquiring new CASA customers, conducting field visits, qualifying leads, and guiding customers through digital banking channels. A customer-focused, target-driven professional with 2 years of experience is preferred in

Qualifications

• Education: Any Graduate.
• Experience: 2 years in banking sales or BFSI.
• Freshers with interest in sales may apply.

Responsibilities

• Acquire new Current Account customers through field visits and referrals.
• Identify potential customers in the assigned area and convert them into bank customers.
• Understand customer requirements and recommend banking products and services.
• Assist customers in registering and using digital banking channels.
• Build and maintain strong customer relationships to ensure positive banking experiences.
• Achieve monthly targets for customer acquisition and account openings.
• Support Sales Manager in market mapping and identifying opportunities.
• Collect customer feedback and share insights with the branch team.
• Adhere to bank policies, processes and compliance.

Skills

Communication

Interpersonal skills

Sales skills

Target oriented

Banking product knowledge

Education

Any Graduate

Job description

Assistant Manager CASA (Current Account Acquisition)

Job Purpose

We are looking for a motivated and customer-focused professional to join our team as an Assistant Manager CASA. The role involves acquiring new Current Account customers, building strong customer relationships, and promoting banking products and services. The candidate will work closely with the branch team to achieve business targets and deliver excellent customer service.

Key Responsibilities

• Acquire new Current Account customers through field visits, referrals, and lead generation activities.
• Identify potential customers within the assigned area and convert them into bank customers.
• Understand customer requirements and recommend suitable banking products and services.
• Help customers register and use digital banking channels.
• Build and maintain strong relationships with customers to ensure a positive banking experience.
• Achieve monthly targets for customer acquisition and account opening.
• Support the Sales Manager in market mapping and identifying business opportunities.
• Collect customer feedback and share insights with the branch team.
• Follow the bank’s policies, processes, and compliance guidelines.
• Ensure accurate documentation and KYC completion for all customers.
• Maintain high-quality customer acquisition as per bank standards.

Required Skills

• Good communication and interpersonal skills.
• Basic sales and customer handling skills.
• Ability to build relationships and generate business.
• Target-oriented and self-motivated.
• Basic knowledge of banking products will be an added advantage.

Eligibility Criteria

Education: Any Graduate

Experience: 02 Years

Preferred Background: Banking Sales, CASA Sales, BFSI, Insurance Sales, Financial Services, or Freshers with a strong interest in sales.