Job Description
Job Title - Associate Manager-Acquisition(CASA - Sales )
Business Unit - Retail Banking
Function -Branch Banking
Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
Key / Primary Responsibilities of the Role - List the primary deliverables
• Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area
• Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix
• Proactive registration and activation of acquired customers to direct banking channels
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to SM / RM on opportunities and customer needs
• Ensure adherence to selling norms and SOPs defined by the organization
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the Bank's policy
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
• High degree of market awareness and understanding of customer's needs
• Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Key Success Metrics:
Revenue, Customer Acquisition targets, Cross Sell
Education Qualifications:
Graduate - Any discipline
Part Time / Full Time - Full Time
Experience:
Minimum Number of Years - 0-4 years
Industry – BFSI
Functional Area – Sales
Level / Capacity - Junior Management
Business Unit - Retail Banking
Function -Branch Banking
Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
Key / Primary Responsibilities of the Role - List the primary deliverables
• Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area
• Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix
• Proactive registration and activation of acquired customers to direct banking channels
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to SM / RM on opportunities and customer needs
• Ensure adherence to selling norms and SOPs defined by the organization
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the Bank's policy
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
• High degree of market awareness and understanding of customer's needs
• Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Key Success Metrics:
Revenue, Customer Acquisition targets, Cross Sell
Education Qualifications:
Graduate - Any discipline
Part Time / Full Time - Full Time
Experience:
Minimum Number of Years - 0-4 years
Industry – BFSI
Functional Area – Sales
Level / Capacity - Junior Management
💡 Quick Summary
Seeking a career-building opportunity? The Associate Manager|Acquisition |CASA | Sales position is now open for candidates interested in the Counter Sales Jobs sector. This role in Bangalore 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 Counter Sales Jobs is a plus.
