Job Overview
The Associate Manager – Acquisition (CASA) will be responsible for acquiring new Current Account and Savings Account (CASA) The role involves identifying potential customers, generating leads, achieving acquisition targets, and ensuring compliance with the bank’s policies and regulatory guidelines.
Job Description:
1) Acquire new Savings Accounts and Current Accounts from individual customers, salaried professionals, self-employed individuals, SMEs, and businesses, as per the assigned customer segment and achieve monthly and quarterly CASA acquisition targets and other assigned business objectives.
2) Generate leads through field visits, references, local market activities, corporate tie-ups, and other sourcing channels.And build and maintain relationships with customers to improve acquisition, activation, and long-term engagement.
3) Identify business opportunities in the assigned territory and develop a strong customer pipeline. Explain the bank’s products, account features, digital banking facilities, and value-added services to prospective customers.
4) Ensure proper collection and verification of account-opening documents in accordance with KYC and AML guidelines. Coordinate with internal teams to ensure smooth account opening, activation, and resolution of customer queries.
5) Maintain accurate sales reports, customer records, daily activity reports, and pipeline updates.
6) Monitor account activation, initial funding, and customer engagement to support quality acquisitions. Follow the bank’s code of conduct, compliance standards, and ethical sales practices.
Looking for candidates with minimum 1 year of relevant sales /BFSI experience.