Verified Job
Accounting - Finance
Associate Manager-Acquisition (Corporate Salary)
Accounting - Finance
#751907
Remote / WFH
IDFC FIRST Bank
Job Description
Job Requirements
Job Requirements
Role/ Job Title: Associate Manager-Acquisition (Corporate Salary)
Function/ Department: Branch Banking
Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of corporate salary accounts for a designated geography. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
• Acquisition of new to bank Corporate Salary account customers in the identified segment and reference generation from the specified catchment area
• Ensure acquisition of high quality corporate salary accounts in terms of constitution, segments and product mix
• Register, activate and fund the accounts within 3 months of opening
• Engage customers with multiple products at the time of account opening (viz: Mobile banking / Net banking registration / RD- FD activation)
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to Sales Manager on opportunities and customer needs
• Ensure adherence to selling norms, account opening formalities and KYC norms
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the bank's policy
• Preparation of wish list of customers through promotional activities
• Generating leads for family accounts and other cross sell products
• Proactive resolution of customer queries
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
Job Requirements
Role/ Job Title: Associate Manager-Acquisition (Corporate Salary)
Function/ Department: Branch Banking
Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of corporate salary accounts for a designated geography. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
• Acquisition of new to bank Corporate Salary account customers in the identified segment and reference generation from the specified catchment area
• Ensure acquisition of high quality corporate salary accounts in terms of constitution, segments and product mix
• Register, activate and fund the accounts within 3 months of opening
• Engage customers with multiple products at the time of account opening (viz: Mobile banking / Net banking registration / RD- FD activation)
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to Sales Manager on opportunities and customer needs
• Ensure adherence to selling norms, account opening formalities and KYC norms
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the bank's policy
• Preparation of wish list of customers through promotional activities
• Generating leads for family accounts and other cross sell products
• Proactive resolution of customer queries
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
