The Associate Manager – Acquisition (Current Account) is responsible for acquiring recent-to-bank (NTB) current account customers for a designated branch. This role involves direct customer interaction, understanding banking needs, and offering tailored solutions. The incumbent will also support the Sales Manager in catchment mapping, gathering customer feedback, and identifying potential business opportunities. The role is critical in driving client acquisition, deepening customer relationships, and maximizing lifetime value to achieve broader organizational goals.
Key Responsibilities
Primary Responsibilities
Acquire NTB current account customers from the identified segment and catchment area.
Ensure high-quality acquisitions in terms of product mix, customer segments, and account constitution.
Proactively register and activate acquired customers on digital and direct banking channels.
Meet and exceed monthly acquisition targets by analysing and addressing customers’ transaction banking needs.
Assist the Sales Manager in catchment mapping and opportunity identification.
Provide regular feedback to Sales Managers/Relationship Managers on customer needs and market trends.
Adhere to the organization’s selling norms and Standard Operating Procedures (SOPs).
Ensure strict compliance with internal policies and external regulatory guidelines.
Maintain quality sourcing in line with the bank’s acquisition standards.
Secondary Responsibilities
Maintain strong market awareness and a deep understanding of customer needs.
Collaborate with other departments and functions within the branch to deliver comprehensive product and service offerings, ensuring a customer-centric approach.
What We Are Looking For
Education
Graduate in any discipline (Full-time).
Experience
0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
Skills And Attributes
Customer-focused approach with a passi
📌 Tricity Mega Drive (Panchkula)
🏢 IDFC FIRST Bank
📍 Panchkula
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