Associate Manager-Acquisition (CASA)

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

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.

Required

Minumum 1-2 years Sales experience

CASA experience is plus

KYC knowledge

Age – less than 30 years only

Good Communication and Presentable

Its a field job, 2 wheeler with License and RC is mandatory

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 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: Any Graduate

Experience: 2 years of relevant experience

Skills: field sales techniques,field marketing,kyc,sales channel,sales & marketing,sales management

Full time