Leading MNC Bank·5 hours ago
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Acquisition Manager | CASA
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What you'll do
- Drive acquisition of new Savings Accounts (SA) and Current Accounts (CA) in the assigned territory.
- Identify and develop new customer segments through field visits, referrals, local market activities, and lead generation.
- Build and maintain relationships with prospective and existing customers.
- Generate leads from individuals, salaried customers, professionals, traders, SMEs, and local businesses.
- Achieve monthly and quarterly CASA acquisition and activation targets.
- Conduct customer meetings and explain relevant banking products and services.
- Coordinate with branch operations for account opening, KYC, documentation, and customer onboarding.
- Ensure newly acquired accounts are activated and maintain healthy balances.
- Cross-sell relevant banking products such as fixed deposits, loans, insurance, cards, digital banking, and investment products, where applicable.
- Maintain accurate records of leads, customer interactions, conversions, and sales performance.
- Monitor the local market and identify opportunities for customer acquisition.
- Ensure all customer acquisition activities comply with the bank's KYC, AML, regulatory, and internal policies.
What they're looking for
- Proven experience in sales or business development
- Strong communication and interpersonal skills
- Ability to build and maintain customer relationships
- Understanding of banking products and services
- Knowledge of KYC and AML compliance regulations
Nice to have
- Experience in banking or financial services sector
- Existing network of local businesses and professionals
- Track record of achieving sales targets
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Drive acquisition of new Savings Accounts (SA) and Current Accounts (CA) in the assigned territory.
- Identify and develop new customer segments through field visits, referrals, local market activities, and lead generation.
- Build and maintain relationships with prospective and existing customers.
- Generate leads from individuals, salaried customers, professionals, traders, SMEs, and local businesses.
- Achieve monthly and quarterly CASA acquisition and activation targets.
- Conduct customer meetings and explain relevant banking products and services.
- Coordinate with branch operations for account opening, KYC, documentation, and customer onboarding.
- Ensure newly acquired accounts are activated and maintain healthy balances.
- Cross-sell relevant banking products such as fixed deposits, loans, insurance, cards, digital banking, and investment products, where applicable.
- Maintain accurate records of leads, customer interactions, conversions, and sales performance.
- Monitor the local market and identify opportunities for customer acquisition.
- Ensure all customer acquisition activities comply with the bank's KYC, AML, regulatory, and internal policies.
- Provide regular sales and market updates to the reporting manager.
Company
Leading MNC Bank
Coimbatore, India
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