Job Title: - Associate Manager - Acquisition (CASA Sales)

Company:- IDFC Bank

About IDFC Bank:-

IDFC Bank is a leading financial institution committed to providing innovative banking solutions and services. With a focus on customer-centricity and technological advancement, IDFC Bank aims to empower individuals and businesses with tailored financial products and seamless banking experiences.

Job Description :

As an Associate Manager - Acquisition (CASA Sales) at IDFC Bank, you will play a pivotal role in driving the acquisition of Current Account and Savings Account (CASA) customers. You will be responsible for executing strategic initiatives to expand the bank's customer base, enhance brand visibility, and achieve sales targets.

Key Responsibilities :

1. Customer Acquisition:- Proactively identify and acquire new customers for CASA products through various channels such as direct sales, referrals, corporate tie-ups, and digital platforms.

2. Sales Target Achievement:- Develop and implement effective sales strategies to meet and exceed monthly, quarterly, and annual acquisition targets.

3. Relationship Building:- Build strong relationships with potential customers, understand their banking needs, and provide suitable solutions to drive conversion.

4. Lead Management:- Manage leads efficiently through the sales pipeline, from initial contact to closure, ensuring timely follow-ups and documentation.

5. Market Intelligence:- Stay updated on industry trends, competitor activities, and market dynamics to identify opportunities and formulate competitive strategies.

6. Compliance and Risk Management:- Adhere to regulatory guidelines and internal policies while ensuring all customer interactions and documentation are in compliance with the prescribed standards.

7. Cross-Selling:- Identify cross-selling opportunities and promote other banking products and services to enhance customer relationships and maximize revenue.

8. Performance Reporting:- Generate regular reports and dashboards to track sales performance, analyze key metrics, and provide insights for continuous improvement.

Requirements :

- Bachelor's degree in Business Administration, Finance, Marketing, or a related field. MBA preferred.

- Proven track record in sales, preferably in the banking or financial services sector.

- Strong understanding of CASA products and sales processes.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to work independently, manage multiple priorities, and thrive in a target-driven environment.

- Proficiency in MS Office and CRM software.

- High level of integrity and ethical conduct.

Why Join IDFC Bank :

- Opportunity to work with a dynamic and growth-oriented organization at the forefront of banking innovation.

- Competitive compensation package with attractive incentives and benefits.

- Continuous learning and development opportunities to enhance your skills and career progression.

- A collaborative and inclusive work culture that values diversity and teamwork.

Application Process :

If you are passionate about sales, customer-centricity, and making a meaningful impact in the banking industry, we would love to hear from you. Please submit your resume along with a cover letter outlining your relevant experience and why you are the ideal candidate for this role.

Note :- This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of responsibilities, duties, and skills required. Management may revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, changes in personnel, workload, or technical development).