Associate Manager-Acquisition (Current Account)
- Delhi, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Experience
- 0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
- Posting language
- English
- Posted
Original job description
About the Role
The Associate Manager – Acquisition (Current Account) is responsible for acquiring new-to-bank (NTB) current account customers for a designated branch. This role involves direct customer interaction, understanding banking needs, and offering tailored solutions. The incumbent will also support the Sales Manager in catchment mapping, gathering customer feedback, and identifying potential business opportunities. The role is critical in driving client acquisition, deepening customer relationships, and maximizing lifetime value to achieve broader organizational goals.
Key Responsibilities
Primary Responsibilities
- Acquire NTB current account customers from the identified segment and catchment area.
- Ensure high-quality acquisitions in terms of product mix, customer segments, and account constitution.
- Proactively register and activate acquired customers on digital and direct banking channels.
- Meet and exceed monthly acquisition targets by analysing and addressing customers’ transaction banking needs.
- Assist the Sales Manager in catchment mapping and opportunity identification.
- Provide regular feedback to Sales Managers/Relationship Managers on customer needs and market trends.
- Adhere to the organization’s selling norms and Standard Operating Procedures (SOPs).
- Ensure strict compliance with internal policies and external regulatory guidelines.
- Maintain quality sourcing in line with the bank’s acquisition standards.
Secondary Responsibilities
- Maintain strong market awareness and a deep understanding of customer needs.
- Collaborate with other departments and functions within the branch to deliver comprehensive product and service offerings, ensuring a customer-centric approach.
What We Are Looking For
Education
- Graduate in any discipline (Full-time).
Experience
- 0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
Skills and Attributes
- Customer-focused approach with a passion for service excellence.
- Ability to identify and convert business opportunities.
- Knowledge of current account products and transaction banking.
- High level of integrity and compliance orientation.
- Collaborative mindset and ability to work across teams.
- Self-motivated with a drive to achieve targets.
- Fluent in English with strong business communication skills
More about this job
Responsibilities
The Associate Manager is responsible for acquiring new-to-bank current account customers and meeting monthly acquisition targets. They also support the Sales Manager in catchment mapping and identifying business opportunities within the designated branch area.
Requirements
Candidates must hold a full-time graduate degree and possess 0-4 years of experience in sales, preferably within the BFSI sector. Strong communication skills, a customer-focused approach, and knowledge of banking products are essential.
Skills
- Sales
- Customer Acquisition
- Banking
- Current Account
- Relationship Management
- Business Development
- Transaction Banking
- Catchment Mapping
- Communication Skills
- Compliance
- Digital Banking
- Market Awareness
- Customer Service
- Target Achievement
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
Keywords
- Associate Manager
- Acquisition
- Current Account
- NTB
- Banking
- Sales
- BFSI
- Catchment Mapping
- Customer Relationship
- Transaction Banking
- Digital Banking
- Compliance
- SOP
- Business Development
- Market Trends