Associate Manager

Role & responsibilities

driving new customer acquisition, meeting sales targets for savings/current accounts, building client relationships, cross-selling products (loans, cards), ensuring compliance, and providing excellent customer service, requiring strong sales skills, market understanding, and often 0-4 years in BFSI/Sales

Job Title Examples

• Associate Manager-Acquisition (Household)
• Associate Manager-Acquisition (Corporate Salary)
• Associate Manager - Acquisition (CASA Sales)

Preferred candidate profile

Key Responsibilities

• Customer Acquisition:

  Identify, approach, and onboard new customers for CASA (Current/Savings Accounts), Corporate Salary Accounts, etc., in a specific territory.

• Sales & Targets:

  Meet/exceed monthly/quarterly sales targets, develop sales strategies, and drive business growth.

• Relationship Management:

  Build and maintain strong relationships with new and existing clients, understanding their needs.

• Product Sales:

  Explain and sell various banking products like savings accounts, loans (home, auto), insurance, and credit cards.

• Compliance & Quality:

  Ensure high-quality customer acquisition (profile, segment) and strict adherence to bank policies and regulations.

• Digital Onboarding:

  Activate customers on digital platforms.

• Market Feedback:

  Provide insights to senior management on customer needs and market trends.

• Support:

  Collaborate with internal teams (Sales Managers, Product Teams) for smooth onboarding and service