Job Requirements

Role/ Job Title: Associate Manager-Acquisition (CASA)

Function/ Department: Branch Banking

Job Purpose:

The role entails acquiring current customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the advantages 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 feedback 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 good quality, HNI customers and build a solid 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: Bachelors in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

📌 Associate Manager Current Account Surat (India)
🏢 Acura solutions
📍 India