Acquisition Manager-Branch Banking

Ujjivan Small Finance Ba...
Department Icon BFSI (Operations & Lending)
Posted: 2 days ago
3-7 years
Patiala
BFSI (Operations & Lending)
work from office
Full Time
Closes 9 Jan 2027
Posted: 2 days ago
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Job Description

  • Acquisition Manager-Branch Banking
  • Company: Ujjivan Small Finance Bank
  • Job Location: Patiala, Punjab, India
  • Employment Type: Full-time
  • Experience Required: 3+ years
  • Job Details
  • POSITION DESCRIPTION
  • JOB TITLE :
  • Acquisition Manager
  • GRADE :
  • DM-I
  • 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
  • 3+ years 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: 20-03-2026
  • REVIEWED BY:
  • Jyothi Mohan
  • DATE: 24-03-2026
  • LAST UPDATED BY:
  • TM Team
  • DATE: 27-03-2026
  • This is Internal document. .

Skills

AcquisitionBranch BankingAcquisition ManagerTime ManagementDocumentation SkillsWillingness To Travel RelocationProcess Compliance FocusBasic Knowledge On Retail Banking ProductsSelling SkillsCourteous Customer Service SkillsCommunication SkillsTelephonic Cold Calling Skills

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