Acquisition Manager - Ahmedabad

1. POSITION DESCRIPTION

JOB TITLE

Acquisition Manager / Assitant Acquisition Manager

GRADE

DM-I / AM-II

DEPARTMENT

Branch Banking

LOCATION

Branch

SUB-DEPARTMENT

TYPE OF POSITION

Full-time

REPORTS TO

Branch Sales Manager

REPORTING INTO

NA

2. 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

3. 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

4. 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