Associate Manager-Acquisition (CASA)

IDFC FIRST Bank

Jodhpur, Rajasthan, India0–2 yrs14m agovia LinkedIn

Job Purpose

  • Acquire new customers for the bank's current and savings accounts.
  • Identify potential customers, contact them through various channels, explain product benefits and features, 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 of customer acquisition in terms of constitution, product, and segment mix.
  • On-boarding and activating 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.
  • 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.

Qualifications

  • Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management.

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