POSITION DESCRIPTION

JOB TITLE : Acquisition Manager

GRADE : DM-I

DEPARTMENT : Branch Banking

LOCATION : Branch

SUB-DEPARTMENT : TYPE OF POSITION : Full-time

REPORTS TO : Branch Sales Manager - Branch Banking

REPORTING INTO

NA

ROLE PURPOSE & OBJECTIVE

The incumbent will be primarily responsible to -

Acquire current customers for liabilities from open market
Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities
Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers
Train/assist customers to use ATM and BCs; drive usage of alternate channels
SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

Target assigned as per the branch
CASA Book – as per the branch
TD Book – as per the branch
Segment wise book (NR, Senior Citizen, HNI etc) – as per the branch
Number target for all the respective products.
CA
SA
TD
KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business





Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion
Understand need and acquire customers who meet the criteria for liability products through either of the below channels:
Leads generated by branch staff and personal leads
Referrals generated from existing customers
Alternate channels
Maintain the database of the prospects, meet select prospects and manage the relationship thereafter
Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer
Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers
Share customer insights/product related feedback with the Sales Manager - Liabilities

Customers

Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services
Reduce customer dormancy and customer attrition by continuous engagement / interaction
Resolves the customer queries on

📌 Acquisition Manager (Aurangabad)
🏢 Ujjivan Small Finance Bank
📍 Aurangabad