Associate Manager-Acquisition (CASA)

Job Purpose

• Acquiring new customers for the bank's current and savings accounts.
• Identifying potential customers, contacting them through various channels, explaining product benefits and features, and closing sales.
• Ensuring customer satisfaction with bank services and maintaining long-term relationships.

Key Responsibilities

• Acquisition of current and savings accounts 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.
• Assisting Senior Sales Manager in catchment mapping and branch scoping exercises.
• Providing regular feedback to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities.
• Ensuring adherence to sales compliance and SOPs.
• 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 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.

Qualifications

• Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management.
• Experience: 0 to 2 years of relevant experience.