Associate Manager - Acquisition (CA/SA)

Job Description:

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

Function/ Department: Branch Banking

Job Purpose:

Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the 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 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 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: 

Graduation: Any Graduation 

Post-graduation: Any Post-graduation 

Experience: 0 to 2 years of relevant experience

Job Title – Associate –Manager (Current Account)

Place of work - Pan - India

Business Unit - Retail Banking   

Function -Branch Banking

Compensations - Best in class in the industry. In addition valuable service awards would apply.

Job Purpose:

The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.                   

Roles & Responsibilities:    

• Acquisition of NTB Current account customers in the identified segment and reference generation from the    specified catchment area
• Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
• Proactive registration and activation of acquired customers to direct banking channels
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to SM / RM on opportunities and customer needs
• Ensure adherence to selling norms and SOPs defined by the organization
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the Bank's policy       

Secondary Responsibilities - List the deliverables other than primary, but essential for the role

• High degree of market awareness and understanding of customer's needs
• Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity

Qualifications:

Graduate - Any discipline

Part Time / Full Time - Full Time

Experience:

Minimum Number of Years - 0-4 years

Industry – BFSI

Functional Area – Sales

Level / Capacity - Junior Management