Associate Manager-Acquisition (CASA)/ACSM PIPELINE
IDFC FIRST Bank · Uttar Pradesh
- Experience0–2 yrs
- SalaryNot disclosed
- Work modeunknown
- Levelfresher
- Posted21 Sept 2026
About IDFC FIRST Bank
IDFC FIRST Bank is hiring in Uttar Pradesh in financial services. This role looks for around 0+ years of experience.
Skills
- current and savings accounts
- digital onboarding
- sales compliance
- customer relationship management
- referral generation
The role
A CASA acquisition manager at a retail banking company acquires current and savings account customers, performs digital onboarding, and applies sales compliance while developing branch catchment opportunities. Customer relationship management and referral generation support sustained account growth.
Full job description
Job Requirements
Role/ Job Title: Associate Manager-Acquisition (CASA)
Function/ Department: Branch Banking
Job Purpose:
The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them.
Roles & Responsibilities:
Acquisition of current and savings account in the identified segment and reference generation from the specified catchment areaEnsuring high quality of customer acquisition in terms of constitution, product and segment mixOn-boarding and activating customers on digital platformsAssist Senior Sales Manager in catchment mapping and branch scoping exercises.Provide regular feedback to Senior Sales Manager and Branch 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.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 customersCollaborating with other team members and support functions to provide products and service offerings to customers.
Education Qualification:
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 0 to 2 years of relevant experience