Assistant Acquisition Manager

Ujjivan Small Finance Bank; Dharmapuri; On-site; INR 420,000 - 640,000; Full time

Job summary

Ujjivan Small Finance Bank is seeking an Assistant Acquisition Manager to drive liabilities acquisition from open markets and convert existing customers for liability products. The role emphasizes cross-selling, training customers to use ATMs and BCs, and expanding alternate channels, while maintaining strong customer relationships.

The incumbent should have 1–3 years in sales, a graduate degree (commerce preferred), and AMFI/IRDA certification.

Qualifications

• Graduate, preferably in commerce and related streams.
• 1-3 year experience, preferably in sales.
• AMFI / IRDA Certified.
• Strong communication and selling skills; ability to work with branch staff and customers.

Responsibilities

• Meet liabilities targets through open market acquisition and existing customer conversion.
• Identify and acquire customers for liability products via branch staff leads, referrals, or alternate channels.
• Cross-sell secured or unsecured products; pass quality leads to loan officers.
• Guide customers in filling forms, ensure KYC, and promote use of alternate channels (ATMs, BCs).
• Maintain customer relationships and provide timely, courteous service.

Skills

Selling skills

Communication skills

Time Management

Customer service

Education

Graduate, preferably in commerce and related streams

Tools

AMFI / IRDA Certification

Job description

JOB TITLE : Assistant Acquisition Manager

GRADE : AM-II

DEPARTMENT : Branch Banking

LOCATION : Branch

SUB-DEPARTMENT : TYPE OF POSITION : Full-time

REPORTS TO : Branch Sales Manager - Branch Banking

ROLE PURPOSE & OBJECTIVE

• 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

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

MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

• Graduate, preferably in commerce and related streams

Experience

• 1-3 year 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

KEY INTERACTIONS

• Branch Team – Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team
• Regional Product & Marketing team
• State HR
• BC Agents

This is Internal document.

PREPARED BY: Priyanka Pal

DATE: 20-03-2026

REVIEWED BY: Jyothi Mohan

DATE: 24-03-2026

LAST UPDATED BY: TM Team

DATE: 27-03-2026