- POSITION DESCRIPTION

JOB TITLE : Assistant Acquisition Manager

GRADE : AM-II

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 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
- 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 qualified manner; provide prompt, efficient and accurate services
- Reduce customer dormancy and customer attrition by continuo

📌 Assistant Acquisition Manager (Gulbarga)
🏢 Ujjivan Small Finance Bank
📍 Gulbarga