Associate Manager-Acquisition (CASA)
Published date: 2024/01/10
- Location: Punjab, Punjab, India
Role/Job Title: Associate Manager-Acquisition (CASA)
Business: Retail Liabilities
Function/ Department: 'Branch Banking
Place of work: Punjab
Roles & Responsibilities:
a) Acquisition of Current and Savings Account in the identified segment and reference generation from the specified catchment area
b) Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
c) On-boarding and activating customers on Digital Platforms
d) Assist Senior Sales Manager in catchment mapping and branch scoping exercises
e) Provide regular feedbacks to Senior Sales Manager / Branch Manager / Area Sales Manager on customer requirements and potential opportunities
f) Ensuring adherence to Sales compliance and SOPs defined by the organization
e) Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
Secondary Responsibilities:
a) Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank
b) Working on Key Central Initiatives and seeking regular referrals from existing customers
c) 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
Business: Retail Liabilities
Function/ Department: 'Branch Banking
Place of work: Punjab
Roles & Responsibilities:
a) Acquisition of Current and Savings Account in the identified segment and reference generation from the specified catchment area
b) Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
c) On-boarding and activating customers on Digital Platforms
d) Assist Senior Sales Manager in catchment mapping and branch scoping exercises
e) Provide regular feedbacks to Senior Sales Manager / Branch Manager / Area Sales Manager on customer requirements and potential opportunities
f) Ensuring adherence to Sales compliance and SOPs defined by the organization
e) Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
Secondary Responsibilities:
a) Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank
b) Working on Key Central Initiatives and seeking regular referrals from existing customers
c) 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
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