Associate Manager-Acquisition (Current Account and Saving Account)

ACURA SOLUTIONS LTD; Ratlam; On-site; INR 350,000 - 520,000; Full time

Job summary

ACURA SOLUTIONS LTD in India seeks an Assistant Manager CASA to drive current account acquisition, nurture customer relationships, and promote banking products through field visits and branch collaboration.

You will ensure KYC/compliance, guide customers in digital banking, and strive to meet monthly targets while supporting the Sales Manager in market mapping and opportunity identification.

Qualifications

• Strong communication and interpersonal skills for client interactions.
• Foundational sales and customer handling abilities are essential.
• Ability to build relationships and generate business opportunities.

Responsibilities

• Acquire new Current Account customers through field visits, referrals, and leads.
• Identify potential customers and convert them into bank clients.
• Understand customer needs and recommend banking products.
• Assist customers in registering and using digital banking channels.
• Maintain strong customer relationships and ensure a positive experience.
• Achieve monthly targets for customer acquisition and account openings.
• Support Sales Manager with market mapping and opportunity identification.
• Collect customer feedback and share insights with the branch team.
• Follow bank policies, processes and compliance guidelines.
• Ensure accurate documentation and KYC completion for all customers.
• Maintain high-quality customer acquisition aligned with bank standards.

Skills

Good communication

Interpersonal skills

Basic sales

Customer handling

Relationship building

Education

Any Graduate

Job description

Assistant Manager CASA (Current/Saving Account Acquisition)

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.