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Ujjivan Financial Services
Assistant Acquisition Manager-Branch BankingUjjivan Financial Services • Panchkula, India
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Assistant Acquisition Manager-Branch Banking

Assistant Acquisition Manager-Branch Banking

Ujjivan Financial Services • Panchkula, India
19 days ago
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; 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

Qualifications

  • 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

INTERNAL

EXTERNAL

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

PREPARED BY: Priyanka Pal

DATE: 14-02-2024

REVIEWED BY: Jyothi Mohan

DATE: 15-02-2024

LAST UPDATED BY: TM Team

DATE: 17-02-2024
Skills Required
irda certified , Documentation Skills

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Assistant Acquisition Manager-Branch Banking • Panchkula, India

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