Associate Manager – Acquisition (Household)
IDFC FIRST Bank
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Keywords
Job Description
Job Requirements
About The Role
The Associate Manager – Acquisition (Household) is a front-line sales role within the Branch Banking function, responsible for acquiring new savings account customers for the bank. The role involves identifying potential customers, engaging with them through various channels, explaining the benefits and features of savings products, and closing sales. The incumbent also ensures customer satisfaction, facilitates onboarding to digital platforms, and fosters long-term relationships to support business growth.
Key Responsibilities
Primary Responsibilities
- Acquire savings account customers in the identified segment and generate references from the designated catchment area.
- Ensure high-quality customer acquisition in terms of constitution, product mix, and segment alignment.
- Onboard and activate customers on digital banking platforms.
- Assist the Senior Sales Manager in catchment mapping and branch scoping exercises.
- Provide regular feedback to the Senior Sales Manager and Branch Manager on customer needs and business opportunities.
- Ensure adherence to sales compliance standards and organizational SOPs.
- Maintain strict compliance with internal policies and external regulatory guidelines.
- Conduct regular customer acquisition activities in the catchment area, targeting high-quality and HNI customers to enhance visibility for IDFC FIRST Bank.
- Work on key central initiatives and actively seek referrals from existing customers.
- Collaborate with team members and support functions to deliver comprehensive product and service offerings to customers.
What We Are Looking For
Education
- Bachelor’s degree in any discipline
- 0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
- Customer-centric approach with a focus on relationship building.
- Ability to identify and convert potential leads into business opportunities.
- Familiarity with digital banking platforms and onboarding processes.
- High level of integrity and compliance orientation.
- Team collaboration and adaptability in a dynamic environment.
- Fluent in English with strong business communication skills
About The Company
IDFC FIRST Bank
IDFC FIRST Bank stands out as the new-age bank in India, driven by principles of ethical banking, technological innovation, and societal welfare. With a strong commitment to serving customers ethically, the ‘Near and Dear’ Test, assures that our products meet the standards we'd want for our loved ones. We reject unethical income and simplify our offerings, eliminating fees on various services such as Savings Accounts, Debit Cards and transactions, making us the FIRST and only bank in India to do so. Our approach is customer-centric, with transparent and user-friendly products, levelling up the industry standards. Technological advancement is at the core of our banking experience. Our cutting-edge mobile app offers over 250 features, providing convenience and efficiency to our customers, including goal-based investing, digital payments, and personal finance management. For businesses, we provide on-the-go solutions for bulk payments, tax payments, and seamless integration with ERP systems, enhancing operational efficiency. In line with our commitment to social banking, we have a track record of financing millions of customers, including SMEs, livelihood improvement initiatives, sanitation projects, mobility loans, and home financing, with a focus on empowering and uplifting female entrepreneurs and supporting rural communities. As a Universal Bank, we offer a comprehensive suite of services, including corporate banking, trade finance, wealth management, NRI banking, and cash management, catering to diverse needs across sectors. Furthermore, environmental, social, and governance (ESG) considerations are deep rooted in our operations, reflecting our commitment to sustainable and responsible banking practices. We strive to create a new age, ethical and world-class bank, recognising our privilege and living up to the responsibility of positive contribution to the growth and development of the nation.
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