Acquisition Manager - CASA

About This Role

Acquiring new savings account customers for the bank is the core of this front-line sales role within the Branch Banking function. The role suits a candidate who can identify potential customers, explain the benefits of savings products, and close sales, while also ensuring customer satisfaction and fostering long-term relationships.

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

Requirements

• 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