Associate Manager - CA or SA

Skillventory; Mumbai; On-site; INR 1,400,000 - 2,400,000; Full time

Job summary

Skillventory in Mumbai invites an Associate Manager Acquisition to lead new household customer acquisitions for our bank products. You will manage inbound and outbound calls, follow-ups, and referrals to push growth in savings accounts, debit cards, and digital banking services.

This role requires strong communication, target focus, and a solid grasp of retail banking. You will ensure smooth onboarding with KYC, coordinate with internal teams, and report progress through MIS dashboards.

Qualifications

• Graduate in any discipline.
• Proven ability in target-based sales and customer acquisition.
• Basic computer proficiency and familiarity with digital banking tools.

Responsibilities

• Acquire new household customers for Bank products through calls and referrals.
• Drive monthly acquisition targets in line with Retail Banking objectives.
• Cross-sell banking products such as savings accounts and debit cards.
• Ensure high-quality onboarding with complete KYC and documentation.
• Maintain relationships to boost activation, balance growth and engagement.
• Coordinate with internal teams for account opening and post-onboarding servicing.
• Maintain MIS and update lead status.

Skills

Strong communication

Customer acquisition

Sales target-driven

Retail banking product knowledge

Digital banking tools familiarity

Education

Graduate degree

Job description

Job Requirements

Job Title: Associate Manager Acquisition

Place of work: Borivali East, Andheri Marol, Borivali IC, Santacruz West, Thane, Mulun, Khar, Thakur Village, Sion

Business Unit: Retail Banking

Function: Sales (Acquisition)

Roles & Responsibilities:

• Acquire new household customers for Bank products through Inbound and outbound calls, lead follow-ups, and referrals.
• Drive monthly acquisition targets in alignment with household banking Business objectives.
• Conduct needs-based selling of household banking products such as savings accounts, debit cards, and digital banking services.
• Ensure high-quality onboarding of customers with complete KYC
• Documentation and full compliance adherence. Build and maintain strong relationships with savings account customers to improve activation, balance growth, product usage, and overall engagement.
• Perform cross-selling of suitable banking products such as insurance, fixed deposits, credit cards, and other household-segment offerings based on Customer needs.
• Coordinate with internal teams to support smooth account opening,
• documentation verification, and post-onboarding servicing.
• Track daily activities, maintain MIS reports, and update lead status in the system.
• Represent the bank professionally in all customer interactions and maintain High service standards.

Desired Skills & Attributes:

• Strong communication and interpersonal skills.
• Proven ability in customer acquisition and target-based sales.
• Good understanding of retail banking products and local market dynamics.
• Ability to generate leads through cold calls and references.
• Self-motivated, disciplined, and able to work independently.
• High customer orientation and problem-solving capability.
• Basic computer proficiency and familiarity with digital banking tools.

Reporting Structure

This position typically reports to the Branch Manager/Sales Manager, Retail Liabilities Acquisition.

Work Environment

Field and branch-based role involving customer visits, lead generation, documentation handling, account opening coordination, and achievement of performance-driven sales targets.

Qualifications:

Graduate in any discipline.

Employment Type: Full-Time

Experience: Banking, NBFC, BFSI, or Insurance sectors.

Minimum: 12 years.

Industry:BFSI

Functional Area: Sales

Level/Capacity: Junior Management