Associate Manager - Acquisition (CASA)

About IDFC FIRST Bank

IDFC FIRST Bank stands as a prominent private sector universal bank in India, aspiring to build a world-class bank centered on ethics and technology while fostering positive social impact. Originating from IDFC Ltd, a distinguished development finance institution renowned for infrastructure financing since 1997, and Capital First, a technology-driven non-banking financial company focusing on consumer and MSME lending since 2012, the bank has seamlessly combined its strengths. IDFC FIRST Bank is recognized for pioneering customer-first banking innovations such as zero fees on savings accounts, lifetime free credit cards without minimum spend, monthly interest credit on savings, dynamic interest rates, and never-expiring rewards.

Role Overview

The Associate Manager Acquisition in the Household/Savings Account segment plays an essential front-line role within branch banking, focused on securing new savings account customers. This involves identifying prospects, engaging through multiple channels, articulating the benefits of savings products, and securing their commitment. The role further includes onboarding customers to digital banking platforms and nurturing enduring relationships to facilitate business expansion.

Key Responsibilities

• Acquire new customers for savings accounts within specified segments and gather referrals from the defined catchment area.
• Ensure the customer acquisition aligns with the bank’s standards regarding constitution, product variety, and segment appropriateness.
• Facilitate onboarding and activation of customers on the bank’s digital platforms.
• Support Senior Sales Manager with catchment area analysis and branch targeting activities.
• Provide continuous updates to Senior Sales and Branch Managers on customer insights and business prospects.
• Uphold strict compliance with sales guidelines, organizational SOPs, internal policies, and external regulatory norms.
• Conduct regular outreach in the catchment to acquire quality customers, including High Net Worth Individual (HNI) clients, improving IDFC FIRST Bank’s presence.
• Contribute to key central initiatives and proactively seek customer referrals.
• Collaborate effectively with team members and support units to deliver holistic products and excellent service to clients.

Desired Skills and Characteristics

• Customer-focused with strong relationship-building capabilities.
• Proficient in identifying and converting prospective leads to business opportunities.
• Experienced with digital banking platforms and proficient in customer onboarding.
• Demonstrates high integrity and strict adherence to compliance.
• Adaptable team player in a fast-paced and evolving environment.
• Fluent English communication skills with strong business acumen.

Additional Information

Age limit for applicants is up to 30 years. The position is based in Mumbai, India. Candidates must be graduates to be eligible to apply.