- 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 / Branch Manager / Area Sales 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
Secondary Responsibilities:
- 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
Key Success Metrics: NTB acquisitions, Increasing customer share of wallet by deepening and cross selling.
📌 Associate Manager-Acquisition (CASA) (Amreli)
🏢 IDFC FIRST Bank
📍 Amreli
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