Assistant Acquisition Manager - East

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:

o    Leads generated by branch staff and personal leads

o    Referrals generated from existing customers

o    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