Job Description
Job Requirements
About the Role
The Associate Manager – Acquisition (CASA) is a front-line sales role within the Branch Banking function, responsible for acquiring new savings account customers for the bank. The role involves identifying potential customers, engaging with them through various channels, explaining the benefits and features of savings products, and closing sales. The incumbent also ensures customer satisfaction, facilitates onboarding to digital platforms, and fosters long-term relationships to support business growth.
Key Responsibilities
Primary 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.
Secondary Responsibilities
• Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.
What We Are Looking For
Education
• Bachelor’s degree in any discipline
Experience
· 0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
Skills and Attributes
• 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
Please Note: This position involves field sales. If that doesn’t align with your interests, please feel free to ignore it.
About the Role
The Associate Manager – Acquisition (CASA) is a front-line sales role within the Branch Banking function, responsible for acquiring new savings account customers for the bank. The role involves identifying potential customers, engaging with them through various channels, explaining the benefits and features of savings products, and closing sales. The incumbent also ensures customer satisfaction, facilitates onboarding to digital platforms, and fosters long-term relationships to support business growth.
Key Responsibilities
Primary 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.
Secondary Responsibilities
• Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.
What We Are Looking For
Education
• Bachelor’s degree in any discipline
Experience
· 0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
Skills and Attributes
• 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
Please Note: This position involves field sales. If that doesn’t align with your interests, please feel free to ignore it.
💡 Quick Summary
Seeking a career-building opportunity? The Associate Manager-Acquisition (Household/Current Account)-Sales position is now open for candidates interested in the Accountant Jobs sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.