acquisition Manager-current Account

Job Description – Bank Officer (CASA Acquisition)

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Bank Details

Bank: IDFC First Bank

Function: Retail Banking – Liabilities

Role Type: On-roll / Field & Branch Support

Location: Mumbai (Branch-based)

Role Objective

The Bank Officer – CASA Acquisition will be responsible for acquiring quality CASA customers for IDFC First Bank while delivering a best-in-class customer experience, in line with the bank’s “Customer First” philosophy.

Key Responsibilities

• Acquire Savings Accounts and Current Accounts for IDFC First Bank
• Source customers through field sales, branch catchment activities, referrals, and corporate/merchant tie-ups
• Focus on high-quality balances, salary accounts, and primary banking relationships
• Conduct market visits, society activations, and local promotional activities
• Cross-sell products such as:
  • Debit Cards
  • Mobile & Net Banking
  • FD/RD
  • Credit Cards
  • Insurance & Loans
• Ensure 100% compliance with KYC, AML, and RBI guidelines
• Coordinate with branch operations for smooth account opening and activation
• Maintain daily sales MIS, pipeline, and productivity reports
• Provide post-account-opening support to ensure customer onboarding and retention

Eligibility & Experience

• Graduate in any discipline (MBA preferred but not mandatory)
• 1–3 years of experience in CASA acquisition / Retail Liabilities / Banking Sales
• Experience with IDFC First Bank / Private Sector Bank / NBFC will be an advantage
• Strong communication, persuasion, and relationship-building skills
• Comfortable with field sales and target-oriented roles

Key Skills & Competencies

• CASA sourcing & customer acquisition
• Relationship management & customer servicing
• Sales planning and execution
• Understanding of banking products & digital onboarding
• Basic MS Excel & reporting knowledge

CTC & Benefits

• CTC: ₹4.25 – ₹5.15 LPA (Negotiable)
• Performance-based incentives
• Learning & growth opportunities within IDFC First Bank