Associate Manager-Acquisition (CASA)

Role: Associate Manager-Acquisition (CASA)

Function/Department: Branch Banking

Job Purpose

• Acquire new customers for the bank's current and savings accounts.
• Identify potential customers and contact them through various channels.
• Explain the benefits and features of current and savings products and close sales.
• Ensure customer satisfaction with the bank's services and maintain long-term relationships.

Key Responsibilities

• Acquisition of current and savings accounts in the identified segment and reference generation from the specified catchment area.
• Ensure high-quality customer acquisition in terms of constitution, product, and segment mix.
• On-board and activate 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 potential opportunities.
• Ensure adherence to sales compliance and SOPs defined by the organization.
• Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations.
• Regularly conduct activities in the catchment to acquire good quality, HNI customers and build strong visibility for IDFC First Bank.
• Work on key central initiatives and seek regular referrals from existing customers.
• Collaborate 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