Associate Manager - Acquisition (Household)

About the role

This front-line position sits within the branch banking team and focuses on bringing new savings account customers into the bank’s household segment. The role calls for identifying prospects, approaching them through relevant channels, clearly presenting savings account benefits, closing conversions, and supporting smooth onboarding. It also involves building lasting customer relationships and helping drive overall business growth.

Key responsibilities

• Source new savings account customers from the target segment and generate referrals from the assigned local catchment.
• Deliver strong-quality acquisition with the right customer composition, product mix, and segment fit.
• Help customers get started on digital banking tools and complete activation.
• Support the Senior Sales Manager in mapping the catchment and defining branch scope.
• Share regular updates with the Senior Sales Manager and Branch Manager on customer requirements and potential business opportunities.
• Follow sales compliance requirements and the organization’s standard operating procedures at all times.
• Adhere strictly to internal policies as well as applicable regulatory guidelines.
• Carry out ongoing acquisition activities in the catchment area, with a focus on high-value and HNI customers to improve the bank’s visibility.
• Participate in central initiatives and actively request referrals from existing customers.

Additional responsibilities

• Work closely with internal teams and support functions to provide customers with a well-rounded set of products and services.

Education and experience

A bachelor’s degree in any field is required. The role expects 0–4 years of experience in sales, ideally within the BFSI sector.

Skills and attributes

• Strong customer-first mindset
• Relationship-building ability
• Lead identification and conversion
• Digital banking awareness
• Customer onboarding knowledge
• Compliance-focused working style
• Team collaboration
• Adaptability in a changing environment
• Clear business communication in English

Eligibility

Any graduate may apply. Candidates should be comfortable working in sales with a focus on acquiring savings account customers in the household segment.

About the employer

IDFC FIRST Bank is a major private-sector universal bank in India with a mission to deliver affordable, high-quality banking products and services that positively impact millions of people. The bank has roots in IDFC Ltd and Capital First, both known for infrastructure, consumer, and MSME financing, and it has built a strong retail-led banking model with customer-friendly features and a technology-driven approach.