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 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 & 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 & SKILLS

Educational
Qualifications
~ Graduate, preferably in commerce and related streams

Experience
~ 3+ years experience, preferably in sales

Certifications
~ AMFI / IRDA Certified

Functional Skills
Basic knowledge on retail banking products
Documentation skills
Process compliance focus
Communication skills: fluent in the local language
Behavioral Skills
Courteous customer service skills
Time Management
Selling skills
Telephonic cold calling skills
Willingness to travel & relocation as per business requirements and career opportunities
Competencies
Planning & Organizing
Driving Execution
Managing Relationships
Customer Focus

KEY INTERACTIONS

INTERNAL

EXTERNAL

Branch Team – Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team
Regional Product & Marketing team
State HR
BC Agents
PREPARED BY: Priyanka Pal

DATE: 20-03-2026

REVIEWED BY: Jyothi Mohan

DATE: 24-03-2026

LAST UPDATED BY: TM Team

DATE: 27-03-2026

This is Internal document.

📌 M&A and Reporting Manager (Chandrapur)
🏢 Ujjivan Financial Services
📍 Chandrapur