1. POSITION DESCRIPTION

JOB TITLE-Acquisition Manager/Assistant Acquisition Manager

GRADE- DM-I/AM-II

DEPARTMENT-Branch Banking

LOCATION - JABALPUR

Branch - JABALPUR

NA

1. ROLE PURPOSE & OBJECTIVE

The incumbent will be primarily responsible to -
- Acquire new 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

1. 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

1. 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:

1. Leads generated by branch staff and personal leads
2. Referrals generated from existing customers
3. 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 qualified manner; provide prompt, efficient and accurate services
- Reduce customer dormancy and customer attrition by continuous engagement / interaction
- Resolves the customer queries on variou

📌 Walk-in Drive-Assistant AM (Jabalpur)
🏢 Ujjivan Small Finance Bank
📍 Jabalpur