Associate Manager-Acquisition (Household)

Idfc First Bank Limited; Karnataka; On-site; INR 350,000 - 500,000; Full time

Job summary

IDFC FIRST Bank Limited in Karnataka is seeking an Associate Manager - Acquisition (Household) to drive savings account acquisitions, engage customers across channels, and onboard them to digital platforms within Branch Banking. The role emphasizes high-quality, compliant customer acquisition and long-term relationship building.

The incumbent will identify potential customers, close sales, and support onboarding while maintaining integrity and adherence to SOPs in a dynamic BFSI environment.

Qualifications

• Bachelor's degree in any discipline.
• 0-4 years of sales experience in BFSI.
• Fluent in English with strong business communication skills.
• Customer-centric approach and relationship building.
• Familiarity with digital banking platforms and onboarding processes.

Responsibilities

• Acquire savings account customers in the identified segment and generate references from the designated catchment area.
• Ensure high-quality customer acquisition in terms of constitution, product mix, and segment alignment.
• Onboard and activate customers on digital banking platforms.
• Assist the Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback to the Senior Sales Manager and Branch Manager on customer needs and business opportunities.
• Ensure adherence to sales compliance standards and organizational SOPs.
• Maintain strict compliance with internal policies and external regulatory guidelines.
• Conduct regular customer acquisition activities in the catchment area, targeting high-quality and HNI customers to enhance visibility for IDFC FIRST Bank.
• Work on key central initiatives and actively seek referrals from existing customers.

Skills

Customer-centric

Lead conversion

Digital onboarding

Compliance orientation

Team collaboration

English communication

Education

Bachelor's degree in any discipline

Job description

Job Requirements

About the Role

The Associate Manager - Acquisition (Household) is a front-line sales role within the Branch Banking function, responsible for acquiring new savings account customers for the bank. The role involves identifying potential customers, engaging with them through various channels, explaining the benefits and features of savings products, and closing sales. The incumbent also ensures customer satisfaction, facilitates onboarding to digital platforms, and fosters long-term relationships to support business growth.

Key Responsibilities

Primary Responsibilities

• Acquire savings account customers in the identified segment and generate references from the designated catchment area.
• Ensure high-quality customer acquisition in terms of constitution, product mix, and segment alignment.
• Onboard and activate customers on digital banking platforms.
• Assist the Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback to the Senior Sales Manager and Branch Manager on customer needs and business opportunities.
• Ensure adherence to sales compliance standards and organizational SOPs.
• Maintain strict compliance with internal policies and external regulatory guidelines.
• Conduct regular customer acquisition activities in the catchment area, targeting high-quality and HNI customers to enhance visibility for IDFC FIRST Bank.
• Work on key central initiatives and actively seek referrals from existing customers.

Secondary Responsibilities

• Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.

What We Are Looking For

Education

• Bachelor's degree in any discipline

Experience

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

Skills and Attributes

• Customer-centric approach with a focus on relationship building.
• Ability to identify and convert potential leads into business opportunities.
• Familiarity with digital banking platforms and onboarding processes.
• High level of integrity and compliance orientation.
• Team collaboration and adaptability in a dynamic environment.
• Fluent in English with strong business communication skills