Associate Manager - CA or SA

Job Requirements

Job Title: Associate Manager Acquisition

Place of work: Borivali East, Andheri Marol, Borivali IC, Santacruz West,

Thane, Mulun, Khar, Thakur Village, Sion

Business Unit: Retail Banking

Function: Sales (Acquisition)

Roles & Responsibilities:

• Acquire new household customers for Bank products through Inbound and outbound calls, lead follow-ups, and referrals.
• Drive monthly acquisition targets in alignment with household banking Business objectives.
• Conduct needs-based selling of household banking products such as savings accounts, debit cards, and digital banking services.
• Ensure high-quality onboarding of customers with complete KYC
• Documentation and full compliance adherence. Build and maintain strong relationships with savings account customers to improve activation, balance growth, product usage, and overall engagement.
• Perform cross-selling of suitable banking products such as insurance, fixed deposits, credit cards, and other household-segment offerings based on Customer needs.
• Coordinate with internal teams to support smooth account opening,
• documentation verification, and post-onboarding servicing.
• Track daily activities, maintain MIS reports, and update lead status in the system.
• Represent the bank professionally in all customer interactions and maintain High service standards.

Desired Skills & Attributes:

• Strong communication and interpersonal skills.
• Proven ability in customer acquisition and target-based sales.
• Good understanding of retail banking products and local market dynamics.
• Ability to generate leads through cold calls and references.
• Self-motivated, disciplined, and able to work independently.
• High customer orientation and problem-solving capability.
• Basic computer proficiency and familiarity with digital banking tools.

Reporting Structure:

This position typically reports to the Branch Manager/Sales Manager, Retail Liabilities Acquisition.

Work Environment:

Field and branch-based role involving customer visits, lead generation, documentation handling, account opening coordination, and achievement of performance-driven sales targets.

Qualifications:

Graduate in any discipline.

Employment Type: Full-Time

Experience: Banking, NBFC, BFSI, or Insurance sectors.

Minimum: 12 years.

Industry:BFSI

Functional Area: Sales

Level/Capacity: Junior Management