Acquisition Manager

Ujjivan Small Finance Bank; Bhopal, Indore District, Raipur; On-site; INR 350,000 - 750,000; Full time

Job summary

Ujjivan Small Finance Bank seeks a Liabilities Sales professional to achieve target liabilities through open market acquisition and by converting existing customers. You will engage via branch leads, referrals, and alternate channels, maintaining a prospect database and nurturing relationships.

You will also accompany CRS-Unsecured loans to convert borrowers into liabilities customers, cross-sell secured loans, and relay customer insights to the Sales Manager - Liabilities.

Responsibilities

• Meet targets on liabilities via open market acquisition and existing customer conversion.
• Acquire liability customers through channels: branch staff leads, referrals from existing customers, and alternate channels.
• Maintain the database of prospects and manage relationships after meeting them.
• Accompany CRS-Unsecured loans on the field to drive conversion of existing borrowers into liabilities customers.
• Cross-sell secured loan products and pass quality leads to loan officers.
• Share customer insights and feedback with the Sales Manager - Liabilities.

Job description

Role & responsibilities

• 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:
  1. Leads generated by branch staff and personal leads
  2. Referrals generated from existing customers
  3. 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