Bank Officer- CASA/Mumbai (Thane)

Department Icon BFSI (Operations & Lending)
Posted: 1 week ago
1-5 years
Thane
BFSI (Operations & Lending)
work from office
Full Time
Closes 1 Jan 2027

Posted: 1 week ago
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Job Description

  • Bank Officer- CASA/Mumbai (Thane)
  • Company: Quotient Consultancy
  • Job Location: Thane, Maharashtra, India
  • Employment Type: Full-time
  • Experience Required: 1 - 3 years
  • BO CA
  • Role/ Job Title: Associate Manager-Acquisition (CA/ SA)
  • Function/ Department: Branch Banking
  • Job Purpose:

Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them.

  • Roles & Responsibilities:
  • Acquisition of savings account in the identified segment and reference generation from the specified catchment area
  • Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
  • On-boarding and activating customers on digital platforms
  • Assist Senior Sales Manager in catchment mapping and branch scoping exercises
  • Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities
  • Ensuring adherence to sales compliance and SOPs defined by the organization
  • Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
  • Regularly conducting activities in the catchment to acquire positive quality, HNI customers and build a strong visibilty for IDFC First Bank
  • Working on key central Initiatives and seeking regular referrals from existing customers
  • Collaborating with other team members and support functions to provide products and service offerings to customers
  • Education Qualification:
  • Graduation: Bachelors in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management
  • Experience: 1 to 3 years of relevant experience
  • Interested candidates can share their CV at:
  • Riya Vanjari
  • Phone: hidden_mobile / +91-hidden_mobile
  • Email: .

Skills

Digital PlatformsSalesFeedbackCustomer AcquisitionCompliance

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