Walk In Drive |Associate Manager-Acquisition(CASA)|Mumbai-Western Line

Idfc First Bank Limited; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

IDFC FIRST Bank in Mumbai seeks an Associate Manager Acquisition (Household/Savings Account) to drive front-line sales in Branch Banking. You will engage potential customers, explain savings products, onboard to digital platforms, and nurture long-term relationships for growth.

The role emphasizes high-quality customer acquisition, compliance, and collaboration with the sales team to achieve targets and enhance the bank's footprint in the local catchment.

Qualifications

• Customer-centric relationship building.
• Identify and convert potential leads into business opportunities.
• Familiarity with digital banking platforms onboarding.
• High integrity and compliance orientation.
• Able to work in a dynamic team environment.
• Fluent in English with strong business communication.

Responsibilities

• Acquire savings account customers in the identified catchment area and generate references.
• 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.
• Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.

Skills

Customer-centric

Lead conversion

Digital onboarding

Integrity & compliance

Team collaboration

English fluency

Job description

Job Requirements

About the Role

The Associate Manager Acquisition (Household/ Savings Account) 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.
• Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.

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

Interview Date: 12-Nov-2026

Interview Time: 10:00 AM - 3:0 PM

Interview Address: IDFC FIRST BANK, 22nd Floor, Oberoi Commerce 3, Near Westin Hotel, Western Express Highway, Goregaon East , MUMBAI 400075.