Acquisition Manager

18 hours ago


Nashik Nashik Central, India Ujjivan Small Finance Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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 channel
  • Maintain the database of the prospects, meet select prospects and manage the relationship the reafter
  • 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

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