Acquisition Manager-CASA

The  Associate Manager – Acquisition (Household)  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.