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. The role
involves identifying potential customers, contacting them through various channels, explaining the
benefits and features of the current and savings products, and closing the sales. Also to ensures that
the customers are satisfied with the bank's services and maintains a long-term relationship with them.
Roles & Responsibilities:
Acquisition of current and savings account 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
Assist Senior Sales Manager in catchment mapping and branch scoping exercises
Provide regular feedbacks 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 on internal and external guidelines and regulations
Regularly conducting activities in the catchment to acquire valuable quality, HNI customers and build a
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
Education Qualification:
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology /
Business / Computers / Management