Job Purpose

Functional Role: Digital Acquisition Executive

Qualification: Graduate / PG / MBA

Vertical : Credit Card/Unsecured Loan

Location : Jaipur

Department : Sales

Relevant Experience:

Finance/Banking industry

Functional Competencies:

• Expertise in MS Office (MS Excel, MS Word, Power Point etc)

• Verbal communication skills with fluency in Hindi as well as English, Regional Languages understanding will be an additional advantage

• Attitude towards taking ownership and commitment to deliver the responsibilities

Behavioral Competencies:

• Assist and support sales, marketing or other departments in handling customer requests and needs.

• Ability to thrive in fast-paced environment, multitasking while keeping focus on the customer centric activities

• Team Player / Ability to work under pressure / Over manage the Work volume

• Understanding of Customer Expectations of HNI segment

• Attitude towards taking ownership and commitment to deliver the responsibilities

Job Responsibilities:

Financial & Non-Financial Responsibilities:

• Maintaining a positive,



empathetic and professional attitude on floor

• Escalation management handling skills

• Follow communication procedures, guidelines and policies

• Use database, CRM, or other software to track progress with current prospects

• Customer Contact strategy consists of four different call types – New Account Follow Up, Call Cycle, Leads and Messages

• Market Research to develop warm leads

• Contact prospective customers by both telephone and email

• Expert in TNI (Training Need Identification) and planning of related sessions

• Maintain contact with existing clients to make sure they are satisfied and request referrals

• Handle customer needs and requirements

• Ensure customer follow-up all the time.

- Preparation of MIS for management.

Compliance & Risk Responsibilities:

• Phone banking for internal queries

- Render support to branches
- Restrictions on data sharing
- Knowledge of regulatory reports

📌 Digital Acquisition Executive (Jaipur)
🏢 AU Small Finance Bank
📍 Jaipur