Associate Manager- CA

ACURA SOLUTIONS LTD; Mumbai; Presencial; INR 300.000 - 540.000; Jornada completa

Descripción de la vacante

IDFC FIRST Bank is seeking a field sales professional in India to acquire CASA customers across Surat and Rajkot. You will drive onboarding, mobile app activation, and initial cross-selling while ensuring KYC and RBI compliance.

Responsibilities include opening high-value CASA accounts through local sourcing, building referral networks, guiding customers through digital enrollment, and promoting deposits, cards, and basic insurance.

Formación

• Graduate degree in any discipline.
• 0–3 years in CASA sales or direct sales; freshers with aptitude may apply.
• Gujarati and Hindi proficiency; English functional.
• Strong communication and field sales skills; basic smartphone CRM use.

Responsabilidades

• Open new CASA accounts via open market sourcing and local catchment mapping.
• Generate referrals and participate in local promotional drives.
• Assist with digital onboarding, app installation, and UPI activation.
• Cross-sell deposits, debit/credit cards, and basic insurance.
• Collect and verify KYC per RBI regs and SOPs.
• Provide market feedback to Branch Manager and Senior Sales Manager.

Conocimientos

Strong communication

Field sales

Sales pitch

CRM on mobile

Educación

Bachelor's degree (any discipline)

Descripción del empleo

Job Purpose

Acquire new customers for IDFC FIRST Bank's Current Accounts and Savings Accounts (CASA) across targeted catchment areas in Surat and Rajkot. Drive customer onboarding, digital app activation, and initial cross-selling of basic banking products while maintaining service and compliance stan dards.

Responsibilities

• Customer Acquisition: Open new high-value Current and Savings Accounts (CASA) through open market sourcing, local catchment mapping, cold calling, and direct field visits.
• Lead Referral Generation: Build network databases in designated business or residential hubs, generate referrals from existing clients, and participate in local promotional dr ives.
• Digital Onboarding: Assist clients with complete digital onboarding, mobile banking app installation, and UPI activation.
• Cr oss-Selling: Cross-sell supplementary financial products such as Fixed/Recurring Deposits, Debit Cards, Credit Cards, and basic insurance offerings.
• Compliance KYC: Collect and verify all required KYC documents (identity, address, and business proofs) adhering strictly to RBI regulations and bank SOPs.
• Market Feedback: Coordinate with the Branch Manager an d Senior Sales Manager regarding local market demand, competitor activities, and prospective HNI clients.

Qualifications

• Education: Graduate in any discipline (B.Com, BBA, B.Sc, B.E., B.A.).
• Experience: 0 to 3 years of experience in CASA sales, financial product sourcing, or direct sales (Freshers with strong aptitude may apply).
• Languages: Pr oficiency in Gujarati and Hindi; functional knowledge of English.
• Skills: Strong communication, field sales pitch executio n, target-driven mindset, and basic smartphone operation for CRM too ls.