Associate Manager-Acquisition (CASA)

Role/Job Title: Associate Manager-Acquisition (CASA)

Function/Department: Branch Banking

Job Purpose

The role entails acquiring new customers for the bank's current and savings accounts. This involves identifying potential customers, contacting them through various channels, explaining the benefits and features of current and savings products, and closing sales. The role also ensures customer satisfaction with the bank's services and maintains long-term customer 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 defined by the organization.
• Quality sourcing and ensuring strict compliance with 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.