• Associate Manager-Acquisition(CASA – Sales )

Place of work

• Mumbai , Pune , Ahmedabad ,Indore, Raipur and other cities

Business Unit

• Retail Banking

Function

• Branch Banking

Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. 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:
Key / Primary Responsibilities of the Role

• List the primary deliverables

Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area

Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix

Proactive registration and activation of acquired customers to direct banking channels

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 SM / RM on opportunities and customer needs

Ensure adherence to selling norms and SOPs defined by the organization

Ensure strict compliance with internal guidelines and external regulations

Ensure quality sourcing in line with the Bank’s policy

Secondary Responsibilities – List the deliverables other than primary, but essential for the role

High degree of market awareness and understanding of customer’s needs

Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity

Key Success Metrics

:

Revenue, Customer Acquisition targets, Cross Sell

Education Qualifications:
Graduate – Any discipline

Part Time / Full Time – Full Time

Experience:
Minimum Number of Years – 0-4 years

Industry – BFSI

Functional Area – Sales

Level / Capacity – Junior Management