Acquisition Manager - Gomatinagar
Ujjivan Small Finance Bank · Lucknow · onsite · Posted 56d ago
Undisclosed3–8 yrsfulltimeSourced from
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About this role
Job Summary
Job Details
Size of the Role
Financial Size
Non-Financial Size
Key Duties and Responsibilities of the Role
Business
Customers
Internal Processes
Learning and Performance
Minimum Requirements of Knowledge and Skills
Educational Qualifications
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
Job Details
Job Title: Acquisition Manager
Department: Branch Banking
Location: Branch
Type of Position: Full-time
Reports To: Branch Sales Manager - Branch Banking
Reporting Into: NA
Size of the Role
Financial Size
- Number target for all the respective products.
Non-Financial Size
- CASA Book - as per the branch
- TD Book - as per the branch
- Segment wise book (NR, Senior Citizen, HNI etc) - as per the branch
- CA
- SA
- TD
Key Duties and 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 and 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 and Skills
Educational Qualifications
- Graduate, preferably in commerce and related streams
Sourced from naukri
Skills
Cross Sellingloan productstraining programsBranch BankingCRSLoansCustomer QueriesDispensingBankingBranch SalesSecured LoanPerformance AppraisalLiability ProductsCASASalescomplianceKYCAccount Opening
About Ujjivan Small Finance Bank
Ujjivan Small Finance Bank
Banking
24.4k+
employees
2017
9 years old
Bangalore/Bengaluru, Karnataka
India
About
Empowers financial inclusion across India, serving over 90 lakh customers with over ₹6,400 crore profit and a strong focus on inclusive, tech-led banking.
Industries
BankingFinancial Services
Employee ratings
7,630 reviews
4.0/ 5
Culture
4.0
Career growth
3.5
Work-life
3.9
Employees rate it well for
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