Acquisition Manager

Meet the set targets on liabilities interms of open market acquisition & existing customer conversion

Understand needand acquire customers who meet the criteria for liability products througheither of the below channels:

o Leads generated by branch staffand personal leads

o Referrals generated from existingcustomers

o Alternate channels

Maintainthe database of the prospects, meet select prospects and manage therelationship thereafter

AccompanyCRS-Unsecured loans on the field for actively driving conversion of existingborrowing customers into liabilities customer

Crosssell other secured loan products of Ujjivan and pass quality leads torespective loan officers

Sharecustomer insights/product related feedback with the Sales Manager - Liabilities

Customers

Interactwith customers in a courteous and professional manner; provide prompt, efficient and accurateservices

Reducecustomer dormancy and customer attrition by continuous engagement / interaction

Resolvesthe customer queries on various accounts, FD / RD, remittances & thirdparty product

Internal Processes

Guidethe customer to fill the Account Opening Form; ensure receipt andverification of KYC documents; obtain customer signatures on all mandatorydocuments

Strictlyadhere & maintain compliance to KYC norms

Drivethe usage of alternate channels such as ATMs, BCs and assist customers to useATMs for dispensing cash

Learning & Performance

Maintainup to date knowledge of the liabilities products and services as well as aworking knowledge of other products offered in the branch

Resolve queries raised byCRS-unsecured loans w.r.t liability products and support them in sellingliabilities

Ensureadherence to training man-days/ mandatory training programs for self

Ensure goal setting, mid-year review andperformance appraisal processes are completed within specified timelines