ROLE PURPOSE & OBJECTIVE
This role is responsible to manage corporate salary account fulfilment and service along with acquiring recent customers for liabilities from open market.
The incumbent will assist the region in sales fulfilment and servicing the corporate and corporate salary account holders and enhance relationship with the existing customers by cross-selling products and services as per the profile & need of the customers.
The role is also responsible for on-boarding customers over Ujjivan Digital channels and drive usage of digital of channels.
SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
Entire Corporate Salary portfolio for the region: 25 Crs
Customer size: 5,000
TPP income: 10 Lacs
Forex Fee income: NIL
Other income such as MF etc: 0.50 Lacs/month
Interact & collaborate with various stakeholders of the region.
Cross sell of RD, FD, Insurance, Assets etc. which helps in value build up.
Ensure product mix for sale of high value variants & quality of acquisition.
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business
Meets the set targets on liabilities in terms of opening new accounts & driving salary upload for the existing customer
Maintains the database of the corporate prospects, assists region in acquisition of the corporates and services the relationships thereafter
Understands needs and Cross sells to customers who meet the criteria for different liability and TPP products as per the profile of the customer
Generates leads for asset products (PL, Hl, VL etc.) of Ujjivan and passes quality leads to respective team
Shares customer insights/product and process related feedback with the Corporate Salary Manager
Ensure a monthly salary credit percentage of 70% and above each month
📌 Corporate Salary Manager (Thane)
🏢 Ujjivan Small Finance Bank
📍 Thane
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