2462 Acquisition Jobs - Page 13

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branches / customers well. Must be Techno Savvy and should be well versed with latest computer skills. Should work with Mantra of Speed, Scale and Skill. Able to source W orking capital Loan and Term Loan facilities to Agri Related Industries and Food Processing and Agro Processing Industries , Agri Ware House Finance , Cold Storage Finance , Agri Infra Project finance and responsible for overall Quality Business along with size of business. Must have basic knowledge of working capital finance along with understanding of reading balance sheet and P & L. Candidate also having good knowledge about properties / legal will have edge over others since it is a Mortgage Business and loans are secured by properties. Candidate with Knowledge of local area, strong networking and negotiation skill will have edge over others. Sourcing of New Customers and ensure month on month disbursement having ticket size from Rs. 2 crore to Rs. 40 crore. Each RM is expected to do minimum 2 New Cases per month. Also he is expected to maintain and renew limits of Existing portfolio. He is expected to meet and appoint New CAs / Financial Consultants, DMAs, Kotak Bank Branch and source business on daily basis. Candidate should have excellent follow-up Management skills. Ensure that Customer requirements and complaints are serviced at the local level with speed and quality. Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service Closely work with credit team for managing client expectation and effective risk management Candidate should be willing to run extensively for sourcing the business as the profile is 80% of Filed Job and 20% of Office job. Must have Own Vehicle with valid driving license. Post Graduate Diploma / Post Graduate in Banking and Finance / And (Major / Minor) Marketing and Finance will have edge over others Strong oral and written Communication Relationship Management Skill

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Branch Relationship Manager - Business Development Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.

Dairy Relationship Manger The applicant would be responsible for formulating strategies to source and grow the Corporate customers / business for the bank related to Food processing/ Agri segment in designated area. The role holder will oversee acquisition of customers including product offerings, pricing, channel strategy and marketing strategy for the given business. The incumbent will work closely with the branch channel and other channels/associates in the field to acquire new business. He will be responsible for overall business management from acquisition till disbursement and then servicing the customers and deepening the relationship.

DEPARTMENT Micro Banking REPORTS TO Branch Manager ROLE PURPOSE & OBJECTIVE This profile is directly responsible for business generation, customer acquisition and customer servicing for Deposit Products, Digital channels and Third Party Insurance products The profile role includes cross-selling to existing customers as well as acquisition of new customers through referral and family banking Offer and onboard customers on CASA and Term deposit products to customer, their family members and their references. Offer and onboard customers on Digital platforms including Mobile banking, UPI, UPI QR and download of Hello Ujjivan. Deliver prompt customer services; be accessible to customers at all times for Digital Banking and Deposit Product queries. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Approx 2 Cr. Deposit CASA, FD, RD & TPP (Product & Services) KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Meet the set targets for overall Liability, TPP and Digital Initiatives in terms of Family Banking (Open Market) acquisition. Convert Group Loan, Individual Loan customers, their family members and referrals for available Liability, TPP and Digital Initiatives product in the branch. Open CASA and ensure customers are maintaining Monthly Average Balance for opted CASA. Actively source term deposits (FD and RD) to Family members of GL customers. Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Onboard customers on digital channels including Mobile banking, UPI, UPI QR and Hello Ujjivan Ensure digital adaptation for mapped customers. Share customer insights/product related feedback with the CRM Customer (Both Internal & External) Meeting customers regularly and cross selling of overall Liability, TPP and Digital Initiatives. Meeting customers regularly and providing services related to overall Liability, TPP and Digital Initiatives. Ensure customers and Family members are educated about entire bouquet of banking products (CASA, TPP, TD and Digital Initiatives) offered by Ujjivan. Engage with customers for other account related activity like conversion for Dormant account to inactive account, linking of DBT etc., Converting existing family banking leads and providing the leads to respective business function to cross selling of other available secured loans in Ujjivan. Money Mitra assisting CRM in managing BC arrangements including Money Mitra and others. Assisting customers for digital channels usage like ATM Card, Mobile Banking, UPI, Missed-call banking, Hello Ujjivan etc. Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Ensure timely insurance claim settlement for his/her customers Resolve customer queries/ pertaining to Family Banking and digital channels within specified timelines. Internal Process Compliance to SLA/Policies/Processes Adhering to compliance and quality guidelines in all the documentation and forms Analyze existing customer profile, leads shared and fill customer profile in AOF with accurate details, routinely check with concerned authorities for any re-work needed in already submitted AOFs. Ensuring no form pendency for sourced customers by regular follow up with branch ops team. Help to conduct the CSR activities and motivates customers to participate in the Financial & Digital Literacy Programs Give the detailed field reports to CRM and discuss field related issues. Pro-actively participate, facilitate and drive any new Digital initiative taken by the bank Assist branch staff CRO, LO in adopting all the digital initiatives of the bank for Loans as well as deposit products Innovation & Learning Being up to date about all the new digital initiatives of the bank Maintain up to date knowledge of overall Liability, TPP and Digital Initiatives and processes as well as a working knowledge of other available products offered in the branch. Ensure adherence to training man-days/ mandatory training programs for self Be up to date with any new process implementation initiative taken by the bank. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in related subjects with good analytical and sales skills to be considered. Experience(Years and Core Experience Type) 0-1 year experience for Graduates Field Experience preferably in product sales, banking Certifications If required Functional Skills Fluent in regional language and English Strong communication skills Good Interpersonal skills Sales skills Willingness & Attitude to travel and do field activities Must have a two-wheeler for field visits Outgoing attitude with ability to engage with customers Should be an active smartphone user with understanding of digital platforms in personal life (e.g. Social Media, UPI, wallets, banking apps, ATM, POS) Aware user of basic office tools like Email, Word, Excel, power point Behavioral Skills Effective Communication both oral and in written Interpersonal skills Multiple product selling skills Competencies Building Relationship Driving Change Planning & Organizing Collaboration

Position description: The incumbentwill be primarily responsible to - Acquire new customers forliabilities from open market Assist the CRS - unsecured loansfor conversion of existing borrowing customers for liabilities Enhance the relationship with theexisting customers by cross-selling products and services as per the profile& need of the customers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels Primary Responsibilities: 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 . Location - Gamharia,Agartala,Alipurduar,Arambag,Bagnan,Barauni,Bargarh,Belur,Berhampore,Bhagalpur,Bhubaneswar,Bishalgarh,Bolpur,Bardhaman,Chakdah,Chas,Contai,Cooch Behar,Darbhanga,Dhanbad,Dhaniakhali,Dharmanagar,Durgapur,Egra,Golaghat,Gobindpur,Guwahati,Habra,Hajo,Hazaribag,Hooghly,Howrah,Jamshedpur,Jehanabad,Jharia,Jharsuguda,Jorhat,Kamrup,Kanchrapara,Kankurgachi,Kharagpur,Korha,Kolkata,Kulti,Lalpur,Malda,Maner,Medinipur,Midnapore,Nadia,Nagaon,Nagar,Panagarh,Panskura,Parganas,Paschim,Pathsala,Patna,Purba Champaran,Puri,Purulia,Raha,Ranchi,Ratu,Rourkela,Sakchi,Samastipur,Sambalpur,Sasaram,Shiv,Silchar,Siliguri,Sitamarhi,Sultanganj,Sundargarh,Tamluk,Titabor,Udaipura

Position description: The incumbentwill be primarily responsible to - Acquire new customers forliabilities from open market Assist the CRS - unsecured loansfor conversion of existing borrowing customers for liabilities Enhance the relationship with theexisting customers by cross-selling products and services as per the profile& need of the customers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels Primary Responsibilities: 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 li Additional Responsibilities: Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation: Location - Abohar,Agra,Ajmer,Prayagraj,Alwar,Ambala,Amritsar,Barara,Bareilly,Barnala,Barwani,Bharatpur,Bathinda,Bhilwara,Bhopal,Bilaspur,Bulandshahr,Chandigarh,Chowk,Dabwali,Dausa,Dehli,Dhamnod,Durg,Dwarka,Faridabad,Fatehabad,Firozpur,Firozabad,Ganganagar,Ghaziabad,Gidderbaha,Goniana,Gorakhpur,Gurugram,Gwalior,Hanumangarh,Hapur,Haridwar,Hisar,Indira,Indore,Jaipur,Jalandhar,Janakpuri,Jind,Jodhpur,Kaithal,Kanpur,Kapurthala,Karnal,Khargone,Khurja,Kishangarh,Kota,Kotputli,Kurukshetra,Lucknow,Ludhiana,Madhwapur,Malout,Meerut,Modinagar,Moradabad,Muktsar,Nagar,Nagda,Naraingarh,Narnaul,Narwana,New Delhi,Noida,Palin,Panchkula,Panipat,Patiala,Pithampur,Raipura,Rajnandgaon,Rewari,Rohini,Rohtak,Roorkee,Rupnagar,Saharanpur,Samalkota,Samrala,Sanawad,Sangamner,Sangrur,Sawali,Shimla,Sirsa,Sohna,Sonipat,Tonk,Udaipura,Varanasi,Yamuna

We are looking for a highly skilled and experienced Senior Key Account Manager to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have 7-10 years of experience in corporate salary acquisition, with a strong background in liabilities, branch banking, and corporate sales. Roles and Responsibility Manage and develop key accounts for corporate clients, focusing on liabilities and branch banking services. Identify new business opportunities and expand existing client relationships through effective sales strategies. Develop and implement tailored solutions for corporate clients, leveraging expertise in corporate salary acquisition. Collaborate with internal teams to ensure seamless delivery of banking services to clients. Analyze market trends and competitor activity to stay ahead in the competitive BFSI landscape. Build and maintain strong relationships with key stakeholders, including clients, partners, and internal teams. Job Requirements Proven experience in corporate salary acquisition, preferably in the BFSI industry. Strong understanding of liabilities, branch banking, and corporate sales principles. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and strategic thinking. Experience working with senior management teams and contributing to business growth initiatives.

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 to 8 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand customer requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, preferably in the BFSI industry. Strong knowledge of liabilities, branch banking, and premium acquisition principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other banking systems is an added advantage.

Even Healthcare is revolutionizing the healthcare industry by making quality healthcare more accessible, affordable, and seamless for individuals and families. As a health-tech startup backed by top investors, were building a robust network of clinical providers across India to deliver a truly preventive and personalized care experience. Role Overview We are looking for a Clinical Acquisition Manager who will play a critical role in growing our provider network by acquiring and onboarding top-quality hospitals, clinics, and healthcare professionals. This field-based role requires strong relationship-building skills, business acumen, and a deep understanding of the healthcare ecosystem. Key Responsibilities Identify, engage, and onboard hospitals, clinics, and independent healthcare providers into Even’s network. Develop and implement provider acquisition strategies aligned with company goals. Build long-term, strategic partnerships with healthcare institutions and professionals. Conduct market and competitor research to spot new opportunities and assess network gaps. Lead contract negotiations ensuring mutually beneficial terms and full compliance. Coordinate with cross-functional teams to ensure seamless provider onboarding and operational integration. Track acquisition metrics, generate reports, and present performance insights to senior leadership. Ensure all acquisitions meet internal quality standards and regulatory requirements. Required Qualifications Minimum 2+ years of experience in healthcare provider acquisition, business development, or similar field roles. In-depth knowledge of the Indian healthcare landscape including hospitals, clinics, and diagnostics. Proven success in stakeholder management and contract negotiations. Excellent communication, interpersonal, and organizational skills. Self-driven with the ability to work independently and travel extensively. Bachelor’s or Master’s degree in Healthcare Management, Business Administration, or a related field is preferred. What We Offer Competitive salary with performance-linked incentives. Work in a fast-growing health-tech startup that's making real impact. Strong career growth and upskilling opportunities. A collaborative, inclusive, and mission-driven work culture.

Even Healthcare is revolutionizing the healthcare industry by making quality healthcare more accessible, affordable, and seamless for individuals and families. As a health-tech startup backed by top investors, were building a robust network of clinical providers across India to deliver a truly preventive and personalized care experience. Role Overview We are looking for a Clinical Acquisition Manager who will play a critical role in growing our provider network by acquiring and onboarding top-quality hospitals, clinics, and healthcare professionals. This field-based role requires strong relationship-building skills, business acumen, and a deep understanding of the healthcare ecosystem. Key Responsibilities Identify, engage, and onboard hospitals, clinics, and independent healthcare providers into Evens network. Develop and implement provider acquisition strategies aligned with company goals. Build long-term, strategic partnerships with healthcare institutions and professionals. Conduct market and competitor research to spot new opportunities and assess network gaps. Lead contract negotiations ensuring mutually beneficial terms and full compliance. Coordinate with cross-functional teams to ensure seamless provider onboarding and operational integration. Track acquisition metrics, generate reports, and present performance insights to senior leadership. Ensure all acquisitions meet internal quality standards and regulatory requirements. Required Qualifications Minimum 2+ years of experience in healthcare provider acquisition, business development, or similar field roles. In-depth knowledge of the Indian healthcare landscape including hospitals, clinics, and diagnostics. Proven success in stakeholder management and contract negotiations. Excellent communication, interpersonal, and organizational skills. Self-driven with the ability to work independently and travel extensively. Bachelor’s or Master’s degree in Healthcare Management, Business Administration, or a related field is preferred. What We Offer Competitive salary with performance-linked incentives. Work in a fast-growing health-tech startup that's making real impact. Strong career growth and upskilling opportunities. A collaborative, inclusive, and mission-driven work culture.

I. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Candidate should be able to deliver targeted business figures from the location of the branch. He/She is also responsible for building a quality portfolio without compromising on quality levels. 1. Business/ Financials 2. Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion 3. Maintain database of the prospects, meet select prospects and manage the relationship thereafter 4. Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans 5. Should be ready to travel extensively across the catchment area of the location to build the base of business 6. Customer (Both Internal & External) 7. Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services and establish professional relationship with them, with a long-term perspective 8. Guarantee confidential treatment of all the information gathered from customers and demonstrate the highest order of integrity as per the code of conduct of the organization 9. Internal Process 10. Carry out the pre and post-loan activities related to MLAP Loans, perform simple financial analysis, present the loan applications to the sanctioning committee by adhering to the set TAT & prioritize the repayment of loans to preserve the portfolio quality 11. Visit the customers business and home to do the assessment/evaluation, following the Product Policy procedures. 12. Coordinate with the credit department in case of identifying discrepancies or problems in customers information, reports, etc. through Cluster Manager MLAP 13. Innovation & Learning 14. Maintain up to date knowledge of MLAP product as well as a working knowledge of other products offered in the branch 15. Inform Cluster Manager MLAP about the demand in his/her assigned branch catchment as well as on the competition on a regular basis 16. Ensure adherence to training man-days/ mandatory training programs for self 17. Should be updated with the latest trends in civic and local laws of the location of operation

Office Location: West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4407-Pimpri, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4515-AnandWest 4516-JamnagarWest 4520-MorbiWest 4521-Mira RoadWest 4522-AundhWest 4523-NandedWest 4533-VashiWest 4534-GhatkoparWest 4535-FortWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4549-Fulchurnaka/Awantibai ChowkWest 4551-Santacruz WestWest 4505-VirarWest 4518-Prahalad NagarWest 4517-GodharaWest 4536-BhujWest 4414-Govandi MankhurdWest 4457-VapiWest 4432-KharadiWest 4537-Gandhinagar Position description: Assistant Acquisition Manager Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition existing customer conversionUnderstand need and acquire customers who meet the criteria for liability products through either of the below channelsLeads generated by branch staff and personal leadsReferrals generated from existing customersAlternate channelsMaintain the database of the prospects meet select prospects and manage the relationship thereafterAccompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customerCross sell other secured loan products of Ujjivan and pass quality leads to respective loan officersShare customer insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesReduce customer dormancy and customer attrition by continuous engagement interactionResolves the customer queries on various accounts FD RD remittances third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documentsStrictly adhere maintain compliance to KYC normsDrive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning PerformanceMaintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branchResolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilitiesEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Anand,Aurangabad,Bardoli,Vadodara,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Borivali,Chembur,Chowk,Dombivli,Gandhidham,Gandhinagar,Ghatkopar,Gondiya,Goregaon,Govandi,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mira,Morbi,Mumbai,Nagpur,Nanded,Naroda,Nashik,Panvel,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Valsad,Vapi,Vashi,Virar

Customer Acquisition: Identify and target potential clients for current accounts, including individuals, small businesses, and corporates. Utilize various channels such as cold calling, referrals, and networking to generate leads. foundit Relationship Management: Develop and maintain strong relationships with new and existing customers. Provide personalized banking solutions to meet their financial needs and ensure long-term satisfaction. Location: Agra,Aligarh,Fatehabad,Jind,Kanpur,Lucknow,Meerut,Nagar,New Delhi,Panipat,Sikandrabad

Position description: The incumbentwill be primarily responsible to - Acquire new customers forliabilities from open market Assist the CRS - unsecured loansfor conversion of existing borrowing customers for liabilities Enhance the relationship with theexisting customers by cross-selling products and services as per the profile& need of the customers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels Primary Responsibilities: 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 li Location: Agra,Aligarh,Prayagraj,Amritsar,Badnagar,Ballia,Barwani,Basti,Bharatpur,Bhiwani,Bhopal,Bulandshahr,Chaurah,Dehradun,Deoria,Durg,Firozabad,Ghaziabad,Gorakhpur,Gurugram,Gwalior,Haldwani,Hapur,Hardoi,Haridwar,Hathras,Indore,Jabalpur,Jaunpur,Kanpur,Lucknow,Maharajganj,Meerut,Moradabad,Nagar,Narwana,Nashik,New Delhi,Noida,Raebareli,Raipura,Rajnandgaon,Rewari,Rohtak,Roorkee,Rudrapur,Saharanpur,Sandila,Sangrur,Shikohabad,Sultanpur,Ujjain,Varanasi

Position description: This role is responsible for acquiringnew current account customers from the open market and enhance the relationshipwith existing customers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & need of thecustomers. This role drives the current account business for the respectivebranch and ensure the CA targets for the branch is met. The incumbent providesservice to both existing as well as to NTB current account customers. This role also handles cross selling of QR &POS and is accountable for adherence to compliance and regulatory norms. Primary Responsibilities: Business Meet the set targets on current account in terms of open market acquisition & existing customer conversion Focus on building the current account book for the bank Understand need and ac Location: Ahmedabad,Vadodara,Dombivli,Gandhidham,Gandhinagar,Goregaon,Hyderabad,Mehsana,Mumbai,Nagar,Nagpur,Nashik,Pune,Rajkot,Surat,Thane,Vapi

ROLE PURPOSE & OBJECTIVE Lead Generation Conduct regular marketing and sales activities to generate leads from the identified markets Dealing with the Customers- Engage with the customers at the front end to ensure smooth conversions from lead stage to disbursement and also repayment, recovery and retention. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Shall be expected to manage a portfolio of Rs.5 Cr. Progressively Managing a single product across the branch catchment area Managing a customer base of 100 customers progressively KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Candidate should be able to deliver targeted business figures from the location of the branch. He/She is also responsible for building a quality portfolio without compromising on quality levels. Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion Maintain database of the prospects, meet select prospects and manage the relationship thereafter Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans Should be ready to travel extensively across the catchment area of the location to build the base of business Customer (Both Internal & External) Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services and establish professional relationship with them, with a long-term perspective Guarantee confidential treatment of all the information gathered from customers and demonstrate the highest order of integrity as per the code of conduct of the organization Internal Process Carry out the pre and post-loan activities related to MLAP Loans, perform simple financial analysis, present the loan applications to the sanctioning committee by adhering to the set TAT & prioritize the repayment of loans to preserve the portfolio quality Visit the customers business and home to do the assessment/evaluation, following the Product Policy procedures. Coordinate with the credit department in case of identifying discrepancies or problems in customers information, reports, etc. through Cluster Manager MLAP Innovation & Learning Maintain up to date knowledge of MLAP product as well as a working knowledge of other products offered in the branch Inform Cluster Manager MLAP about the demand in his/her assigned branch catchment as well as on the competition on a regular basis Ensure adherence to training man-days/ mandatory training programs for self Should be updated with the latest trends in civic and local laws of the location of operation MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in Commerce or relevant subjects Experience(Years and Core Experience Type) 2 years in sales and documentation of loans of which at least 1 years in Housing Loans, home loans or loan against property in an NBFC/ Bank/HFC. Mixed experience of Sales & Credit is acceptable, but should be predominantly in sales Certifications Relevant certifications shall be an added advantage Functional Skills Knowledge of Secured loans/ Mortgage Loans Sales and marketing skills retail financial products Communication Skills - fluent in the local language & can read-write basic English Equipped enough to read and understand the legal papers Behavioral Skills Sound Product knowledge Willingness to travel across the branches and catchment to expand the business Managing customer relations Performance oriented Competencies Good Computer Knowledge KEY INTERACTIONS INTERNAL EXTERNAL Branch Managers Regional Operations, Credit IL Loan Officers, CROs Area Technical Manager Legal Vendors External marketing agencies Competitor Counterparts Location: Ambasamudram,Ambur,Anupshahr,Arcot,Aruppukkottai,Attur,Bodinayakanur,Coimbatore,Cuddalore,Cumbum,Dharapuram,Dharmapuri,Dindigul,Erode,Gobichettipalayam,Hosur,Kanchipuram,Kovilpatti,Krishnagiri,Kumbakonam,Madurai,Mannargudi,Mayiladuthurai,Nagapattinam,Nagercoil,Namakkal,Panruti,Paramathi-Velur,Pattukkottai,Periyakulam,Puducherry,Rajapalayam,Rasipuram,Salem,Sankarankoil,Sathyamangalam,Sivakasi,Thanjavur,Theni,Thiruvaiyaru,Tiruvannamalai,Thiruvarur,Tirunelveli,Tirupathur,Tiruppur,Vellore,Virudhachalam

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 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 Location: Bengaluru,Belgaum,Ballari,Bhadravati,Bijapur,Challakere,Chikkaballapura,Chintamani,Chitradurga,Davangere,Dharwad,Gadag,Kalburagi,Hassan,Haveri,Hospet,Hosakote,Jamkhandi,Kothamangalam,Maddur,Magadi,Malkajgiri,Mangaluru,Mapusa,Medchal,Mysuru,Nagar,Nelamangala,Puttur,Thrissur,Ramanujnagar,Rajanagaram,Shimoga,Sira,Tiptur,Tiruchirapalli,Tumkur,Udupi,Vasco Da Gama