Acquisition Manager CASA

Job Description

I. POSITION DESCRIPTION

DEPARTMENT Branch Banking LOCATION Branch

SUB-DEPARTMENT TYPE OF POSITION Full-time

REPORTS TO Branch Sales Manager REPORTING INTO NA

II. 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

III. 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

IV. KEY DUTIES & RESPONSIBILITIES OF THE ROLE

POWERED BY

Acquisition Manager - Job Description

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

V. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

Graduate, preferably in commerce and related streams

Experience 3+ years experience, preferably in sales

Certifications AMFI / IRDA Certified

POWERED BY

Acquisition Manager - Job Description

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

VI. KEY INTERACTIONS

INTERNAL EXTERNAL

Branch Team – Unsecured Loans (CRM,

CRS); Secured Loans (Loan Officers);

Operations team

Regional Product & Marketing team

State HR

BC Agents