About the role

Acquisition Manager (CASA)

Job Summary:

The Assistant Manager (CASA) at IDFC Bank plays a crucial role in driving the growth of current and savings accounts while enhancing customer satisfaction. This position is pivotal in identifying prospective clients, promoting our banking products, and ensuring compliance with regulatory standards.

Key Responsibilities:

Develop and implement effective strategies to acquire new CASA clients and deepen relationships with existing customers.
Conduct market analysis to identify trends and opportunities within the banking sector, aligning approaches accordingly.
Engage with clients to understand their banking needs and provide tailored solutions that enhance their banking experience.
Monitor account opening processes to ensure compliance with bank policies and regulatory requirements.
Collaborate with internal teams including credit, operations, and marketing to deliver seamless service to clients.
Prepare and present reports on CASA performance, highlighting key metrics and areas for improvement.
Participate in promotional events and campaigns to elevate the visibility of IDFC Bank’s offerings in the market.

Requirements:

Bachelor's degree in Business Administration, Finance, or related field; MBA preferred.
2-4 years of experience in sales or relationship management within the banking or finance sector.
Strong understanding of CASA products and the banking landscape.
Excellent communication skills, both written and verbal, with the ability to engage customers effectively.
Proficient in CRM software and Microsoft Office Suite.
Strong analytical skills with attention to detail and problem-solving abilities.
A team player with the ability to perform in a fast-paced environment.

Preferred Qualifications:

Prior experience in a sales-oriented role specific to CASA products.
Established network within local businesses and community organizations.
Certification in banking or financial services (e.g., CIB, AMFI) will be an advantage.
Proven track record of achieving sales targets and enhancing customer satisfaction.

Benefits:

Competitive salary with performance-based bonuses.
Comprehensive health insurance for you and your family.
Opportunities for professional development and career growth.
Flexible work hours and a supportive work-life balance.
Employee engagement programs and recreational activities.
Perks such as banking priority services, discounts on financial products, and wellness programs.