Associate Manager-Acquisition (Corporate Salary)
About this role
Job Requirements
Role/ Job Title: Associate Manager-Acquisition (Corporate Salary)-Sale
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: 1 to 2 years of relevant experience
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Company at a glance
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Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store.
Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility.
Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
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