Associate Manager-Acquisition (Household)

IDFC FIRST Bank; NTR; On-site; INR 450,000 - 700,000; Full time

Job summary

IDFC FIRST Bank is seeking an Associate Manager-Acquisition (Household) to drive savings account acquisition, engage identified catchment areas, and onboard customers to digital platforms. The role focuses on building long-term relationships, ensuring quality referrals, and collaborating with branches to meet sales targets.

The candidate should have a graduation in a relevant field and up to 2 years of experience in customer acquisition within a banking environment.

Qualifications

• Graduation in the fields listed: Engineering/Technology/Math/Commerce/Arts/Science/Biology/Business/Computers/Management.
• 0 to 2 years of relevant experience.

Responsibilities

• Acquisition of savings accounts in the identified segment and reference generation from the catchment area.
• Ensuring high quality of customer acquisition in terms of constitution, product and segment mix.
• On-boarding and activating customers on digital platforms.
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and opportunities.
• Ensuring adherence to sales compliance and SOPs defined by the organization.
• Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations.
• Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility for IDFC First Bank.
• Working on key central Initiatives and seeking regular referrals from existing customers.
• Collaborating with other team members and support functions to provide products and service offerings to customers.

Education

Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Job description

Job Requirements

Role/ Job Title:

Associate Manager-Acquisition (Household)

Function/ Department:

Branch Banking

Job Purpose:

Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them.

Roles & Responsibilities:

• Acquisition of savings account in the identified segment and reference generation from the specified catchment area
• Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
• On-boarding and activating customers on digital platforms
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises
• Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities
• Ensuring adherence to sales compliance and SOPs defined by the organization
• Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
• Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank
• Working on key central Initiatives and seeking regular referrals from existing customers
• Collaborating with other team members and support functions to provide products and service offerings to customers

Education Qualification:

Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience:

0 to 2 years of relevant experience