Assistant Acquisition Manager-Branch Banking

Ujjivan Small Finance Bank; Kapurthala; On-site; INR 650,000 - 1,100,000; Full time

Job summary

Ujjivan Small Finance Bank is seeking an Assistant Acquisition Manager in the Branch Banking department. The role focuses on acquiring liabilities customers from open market and converting existing borrowers into liability customers, while promoting alternatives through cross-selling and channel adoption.

You will train customers to use ATMs and BCs, support branch staff leads, manage prospect databases, and drive growth across CASA, TD, and other product books.

Qualifications

• Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion.
• Acquire customers who meet the criteria for liability products through either leads from branch staff or personal referrals.
• Maintain the database of prospects and manage relationships thereafter.
• 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

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: 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.

Skills

Customer acquisition

Cross-selling

Branch banking

Communication

Job description

• POSITION 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
REPORTING INTO
NA

• 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
• 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
• 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;