IDFC FIRST Bank

Associate Manager - Corporate Salary Account Acquisition

IDFC FIRST Bank

Kolkata, West Bengal, India · Full Time

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Experience
Up to 2 yrs
Salary
Openings
1
Posted
2 weeks ago
Work mode
In office
Education
Bachelor's degree
Resume
Required to apply

Where you'll work

Job description

Job Overview

This position involves active direct communication with customers and is tasked with acquiring corporate salary account clients within a specific area. The role includes promoting and selling various banking products, acting as a conduit between clients and the bank, and ensuring customers receive excellent service. Additionally, the individual will assist the Sales Manager with catchment mapping, customer feedback collection, and identifying as well as converting potential business leads. The key goal is to drive client acquisition, strengthen customer relationships, and maximize the long-term value of each client to meet the organization's objectives.

Key Responsibilities

  • Acquire new corporate salary account customers within designated market segments and generate referrals within the defined catchment.
  • Ensure the recruitment of quality salary accounts conforming to constitution, segment criteria, and product variety.
  • Open accounts that are registered, activated, and funded within three months of initiation.
  • Encourage customers to enroll in multiple services such as mobile banking, net banking, and recurring or fixed deposit activations at the point of account opening.
  • Consistently surpass monthly targets for new customer acquisition by evaluating customer transactional banking requirements.
  • Support the Sales Manager in mapping territories and conducting scoping exercises.
  • Provide frequent feedback regarding opportunities and customer needs to the Sales Manager.
  • Comply with all account opening procedures, selling guidelines, Know Your Customer (KYC) norms, and adhere strictly to internal policies and regulatory requirements.
  • Maintain high sourcing quality compliant with the bank's policies.
  • Develop customer wish lists through promotional initiatives.
  • Generate prospective client leads for family accounts and cross-selling additional banking products.
  • Proactively address and resolve customer queries.

Qualifications & Experience

  • Possess a bachelor's degree in Engineering, Technology, Mathematics, Commerce, Arts, Science, Biology, Business, Computers, or Management.
  • Between zero and two years of relevant experience in a similar role.

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