Associate Manager-Acquisition (Household)

IDFC FIRST Bank

About the Role

• A front-line sales role within the Branch Banking function.
• Responsible for acquiring new savings account customers for the bank.
• Involves identifying potential customers, engaging with them through various channels, explaining the benefits and features of savings products, and closing sales.
• Ensures customer satisfaction, facilitates onboarding to digital platforms, and fosters long-term relationships to support business growth.

Key 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.

Requirements & Tech Stack

• Bachelor’s degree in any discipline.
• 0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
• 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.