Acquisition Manager

Job Description: Acquisition Manager CASA

Location: Ambala, Haryana
Department: Sales / Retail Banking
Job Title: Acquisition Manager – CASA

Job Summary

We are looking for a dynamic and result-oriented Acquisition Manager – CASA to drive the acquisition of Current and Savings Accounts from individual customers, salaried professionals, self-employed individuals, traders, and businesses in Ambala and nearby areas. The role involves customer acquisition, relationship building, cross-selling banking products, and achieving assigned business targets.

Key Responsibilities

• Acquire new Savings Accounts (SA) and Current Accounts (CA) through field sales, direct sourcing, referrals, and business networking.
• Identify potential customers, including salaried individuals, professionals, traders, SMEs, and local businesses.
• Achieve monthly targets for account acquisition, activation, and balance build-up.
• Develop and maintain relationships with customers, merchants, and local business communities.
• Generate leads through market visits, customer references, and local networking.
• Ensure proper completion of account opening forms, KYC documentation, and compliance requirements.
• Drive account activation, customer engagement, and initial funding.
• Cross-sell banking products such as debit cards, mobile banking, internet banking, insurance, and other eligible financial products.
• Monitor sales performance and submit daily and monthly business reports.
• Ensure adherence to bank policies, regulatory guidelines, and customer service standards.

Eligibility Criteria

• Education: Graduate in any discipline; MBA in Marketing or Finance preferred.
• Experience: 1–4 years of experience in banking sales, CASA acquisition, or financial services preferred.
• Skills: Strong communication, negotiation, networking, and customer relationship management skills.
• Ability to work in the field and achieve sales targets.
• Knowledge of local markets in Ambala and surrounding areas will be an advantage.

Key Performance Indicators (KPIs)

• Number of Savings and Current Accounts acquired.
• CASA balance and account activation rate.
• Monthly sales target achievement.
• Lead conversion and customer retention.
• Cross-selling performance and compliance quality.

Compensation

Salary and incentives will be based on experience, qualifications, and the hiring organization's compensation structure.

Job Location

Ambala, Haryana, with field visits across assigned market areas.