Associate Manager-Acquisition (CA)

Role : Associate Manager-Acquisition (CA)

Experience : 6 to 7 years

Qualification : CA

Location : Mumbai

Job Description :

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 good quality, HNI customers and build a strong visibilty
• 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

Chartered Accountancy (C.A)

Skills Required

Gst