Job Summary 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

Job Details

Job Title: Acquisition Manager

Department: Branch Banking

Location: Branch

Type of Position: Full-time

Reports To: Branch Sales Manager - Branch Banking

Reporting Into: NA

Size of the Role

Financial Size

- Number target for all the respective products.

Non-Financial Size

- CASA Book - as per the branch
- TD Book - as per the branch
- Segment wise book (NR, Senior Citizen, HNI etc) - as per the branch
- CA
- SA
- TD

Key Duties and 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 professional manner; provide prompt, effective and accurate services
- Reduce customer dormancy and customer attrition by continuous engagement / interaction
- Resolves the customer queries on various accounts, FD / RD, remittances third party product

Internal Processes

- Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents
- Strictly adhere maintain compliance to KYC norms
- Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash

Learning and Performance

- Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch
- Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities
- Ensure adherence to training man-days/ mandatory training programs for self
- Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines

Minimum Requirements of Knowledge and Skills

Educational Qualifications

- Graduate, preferably in commerce and related streams

📌 Acquisition Manager - Gomatinagar (Lucknow)
🏢 Ujjivan Small Finance Bank
📍 Lucknow