Associate Manager-Acquisition (Current Account)
About this role
About the Role
The Associate Manager – Acquisition (Current Account) is responsible for acquiring new-to-bank (NTB) current account customers for a designated branch. This role involves direct customer interaction, understanding banking needs, and offering tailored solutions. The incumbent will also support the Sales Manager in catchment mapping, gathering customer feedback, and identifying potential business opportunities. The role is critical in driving client acquisition, deepening customer relationships, and maximizing lifetime value to achieve broader organizational goals.
Key Responsibilities
Primary Responsibilities
- Acquire NTB current account customers from the identified segment and catchment area.
- Ensure high-quality acquisitions in terms of product mix, customer segments, and account constitution.
- Proactively register and activate acquired customers on digital and direct banking channels.
- Meet and exceed monthly acquisition targets by analysing and addressing customers’ transaction banking needs.
- Assist the Sales Manager in catchment mapping and opportunity identification.
- Provide regular feedback to Sales Managers/Relationship Managers on customer needs and market trends.
- Adhere to the organization’s selling norms and Standard Operating Procedures (SOPs).
- Ensure strict compliance with internal policies and external regulatory guidelines.
- Maintain quality sourcing in line with the bank’s acquisition standards.
Secondary Responsibilities
- Maintain strong market awareness and a deep understanding of customer needs.
- Collaborate with other departments and functions within the branch to deliver comprehensive product and service offerings, ensuring a customer-centric approach.
What We Are Looking For
Education
- Graduate in any discipline (Full-time).
Experience
- 0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
Skills and Attributes
- Customer-focused approach with a passion for service excellence.
- Ability to identify and convert business opportunities.
- Knowledge of current account products and transaction banking.
- High level of integrity and compliance orientation.
- Collaborative mindset and ability to work across teams.
- Self-motivated with a drive to achieve targets.
- Fluent in English with strong business communication skills
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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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