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 professional manner; provide prompt, efficient and accurate services
• Reduce customer dormancy and customer attrition by continuous eng
📌 Acquisition Manager (Vapi)
🏢 Ujjivan Small Finance Bank
📍 Vapi
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.