customer acquisition manager

SCS Capital Financial Group

Smart Capitals Financial Services L.L.C. is a dynamic financial solutions firm based in Dubai, UAE. We are committed to helping both corporates and individuals overcome their financial challenges by offering expert services in Fundraising, Debt Collection, Loans &amp; Overdues Bankruptcy, and Financing Brokerage. As we expand our reach, we need a Customer Acquisition Manager to help communicate our dedication to providing full-time support and achieving guaranteed outcomes.Job description:Roles &amp; Responsibilities:Lead Generation &amp; Outreach<ul><li>Identify and approach prospective clients through various channels including networking, referrals, digital marketing, and partnerships.</li><li>Develop strategic acquisition campaigns targeting SMEs, project developers, and high-potential individuals in need of financing.</li></ul>Client Onboarding &amp; Relationship Building<ul><li>Qualify leads and assess client readiness for funding applications.</li><li>Guide clients through the onboarding process, ensuring accurate documentation and clear communication of required steps</li><li>Build strong relationships with clients to foster trust and long-term engagement.</li></ul>Liaison Between Clients &amp; Investors<ul><li>Act as the main point of contact between clients and our investor/lender network.</li><li>Ensure that clients&rsquo; financial proposals and applications are well-prepared and aligned with investor requirements.</li><li>Coordinate meetings, presentations, and follow-ups between parties.</li></ul>Market &amp; Product Insight<ul><li>Stay updated on market trends, funding instruments, and investor expectations.</li><li>Work closely with internal teams to improve product offerings and value proposition based on client feedback and investor input.</li></ul>Reporting &amp; Performance Monitoring<ul><li>Track and report acquisition metrics, conversion rates, and client satisfaction.</li><li>Provide insights and recommendations for optimizing the acquisition funnel.</li></ul>Desired Candidate Profile<ul><li>Bachelor&rsquo;s degree in Business, Finance, Marketing, or related field (MBA is a plus).</li><li>3+ years of experience in client acquisition, financial services sales, or business development, preferably in a loan brokerage or investment facilitation environment.</li><li>Strong understanding of loan products, investor requirements, and funding processes.</li><li>Exceptional interpersonal, negotiation, and presentation skills.</li><li>Proficient in CRM tools, lead management systems, and Microsoft Office Suite.</li></ul>Job Type: Full-timeExperience:<ul><li>Customer Acquisition Manager (or related experience): 3 years (Required)</li></ul>

Customer Acquisition Manager

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/ Job Title:
 
 Associate Manager-Acquisition (Corporate Salary)
 
 
 
 Function/ Department:
 
 Branch Banking
 
 
 
 Job Purpose
 
 
 
 The role entails direct customer interaction and is responsible for business acquisition of corporate salary accounts for a designated geography. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Acquisition of new to bank Corporate Salary account customers in the identified segment and reference generation from the specified catchment area
 </li>
 <li>
 Ensure acquisition of high quality corporate salary accounts in terms of constitution, segments and product mix
 </li>
 <li>
 Register, activate and fund the accounts within 3 months of opening
 </li>
 <li>
 Engage customers with multiple products at the time of account opening (viz: Mobile banking / Net banking registration / RD- FD activation)
 </li>
 <li>
 Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
 </li>
 <li>
 Assist and support the Sales Manager in catchment mapping and scoping exercise
 </li>
 <li>
 Provide regular feedback to Sales Manager on opportunities and customer needs
 </li>
 <li>
 Ensure adherence to selling norms, account opening formalities and KYC norms
 </li>
 <li>
 Ensure strict compliance with internal guidelines and external regulations
 </li>
 <li>
 Ensure quality sourcing in line with the bank's policy
 </li>
 <li>
 Preparation of wish list of customers through promotional activities
 </li>
 <li>
 Generating leads for family accounts and other cross sell products
 </li>
 <li>
 Proactive resolution of customer queries
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: Bachelor&rsquo;s in Engineering / Technology / Math&rsquo;s / Commerce / Arts / Science / Biology / Business / Computers / Management
 
 
 
 Experience:
 
 0 to 2 years of relevant experience
</div>

Associate Manager-Acquisition (Corporate Salary)

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Job Title
 
 - Associate Manager-Acquisition(Current Account
 
 
 
 Place of work
 
 - Pan - India
 
 
 
 Business Unit
 
 - Retail Banking
 
 
 
 Function
 
 -Branch Banking
 
 
 
 Compensations
 
 - Best in class in the industry. In addition valuable service awards would apply.
 
 
 
 Job Purpose
 
 
 
 The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 
 Key / Primary Responsibilities of the Role
 
 - List the primary deliverables
 
 
 <ul>
 <li>
 Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area
 </li>
 <li>
 Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
 </li>
 <li>
 Proactive registration and activation of acquired customers to direct banking channels
 </li>
 <li>
 Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
 </li>
 <li>
 Assist and support the Sales Manager in catchment mapping and scoping exercise
 </li>
 <li>
 Provide regular feedback to SM / RM on opportunities and customer needs
 </li>
 <li>
 Ensure adherence to selling norms and SOPs defined by the organization
 </li>
 <li>
 Ensure strict compliance with internal guidelines and external regulations
 </li>
 <li>
 Ensure quality sourcing in line with the Bank's policy
 
 
 </li>
 </ul>
 
 Secondary Responsibilities - List the deliverables other than primary, but essential for the role
 
 
 
 <ul>
 <li>
 High degree of market awareness and understanding of customer's needs
 </li>
 <li>
 Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 Graduate - Any discipline
 
 
 Part Time / Full Time - Full Time
 
 
 
 Experience
 
 
 
 Minimum Number of Years - 0-4 years
 
 
 Industry &ndash; BFSI
 
 
 Functional Area &ndash; Sales
 
 
 Level / Capacity - Junior Management
</div>

Associate Manager-Acquisition (Current Account)

Associate Manager-Acquisition (Current Account) - Pipeline

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Customer Acquisition Manager

Associate Manager-Acquisition (Corporate Salary)

Associate Manager-Acquisition (Current Account)

Associate Manager-Acquisition (Current Account) - Pipeline

Associate Manager-Acquisition (Current Account)

Associate Manager-Acquisition (Current Account)

Associate Manager-Acquisition (Current Account)