Walk-in || AM & AAM- CASA Sales-Barauli Ahir-Agra

Job description

Mega Walk in Drive || Barauli Ahir-Agra || Ujjivan Small Finance Bank JOB TITLE-Acquisition Manager/Assistant Acquisition Manager GRADE- DM-I/AM-II DEPARTMENT-Branch Banking LOCATION -Barauli Ahir-Agra Uttar Pradesh Branch - Baroli Ahir Required Experience- 0 to 5 Years Interested candidates can directly visit the branch at below mentioned address 13th July 2026 - Upper Ground floor, Khasra no. 275KH, Shamshabad Road, Mauza Barauli Ahir, Tehsil & District Agra-283125 1. 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 1. 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 1. 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: 1. Leads generated by branch staff and personal leads 2. Referrals generated from existing customers 3. 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 1. 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 1. KEY INTERACTIONS INTERNAL EXTERNAL • Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team • Regional Product & Marketing team • State HRRole & responsibilities