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Acquisition Manager - East

Ujjivan Small Finance Bank

0 - 0 years

Agartala, Agra, Alipurduar, Asansol, Bhagalpur, Dhanbad, Gaya, Guwahati, Hata, Jamshedpur, Jorhat, Kolkata, Muzaffarpur, Patna, Puri, Purnea, Ranchi, Silchar, Tezpur, Udaipur

Posted: 18/06/2025

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Job Description

  1. 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

REPORTING INTO

NA







  1. 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



  1. 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



  1. 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



  1. 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





  1. KEY INTERACTIONS

INTERNAL

EXTERNAL

  • Branch Team – Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team

  • Regional Product & Marketing team

  • State HR

  • BC Agents



About Company

Ujjivan SFB provides banking services to the unbanked and underbanked population in India. It offers savings, loans, insurance, and digital banking tailored for low-income segments. The bank promotes financial inclusion through a wide network of branches.

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