Deputy Manager-Acquisition (CASA)

Job Requirements

Role/Job Title: Deputy Manager-Acquisition (CASA)

Business: Retail Liabilities

Function/ Department: 'Branch Banking

Place of work: 'PAN India branches

Roles & Responsibilities:

• Acquisition of Current and 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 / Branch Manager / Area Sales 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

Secondary Responsibilities:

• 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

Key Success Metrics:

NTB acquisitions, Increasing customer share of wallet by deepening and cross selling.