1. ROLEPURPOSE OBJECTIVE

Theincumbent will be primarily responsible to -
- Acquirenew customers for liabilities from open market
- Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities
- Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile need of thecustomers
- Train/assistcustomers to use ATM and BCs; drive usage of alternate channels

1. SIZEOF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE
- Targetassigned as per the branch
- CASABook as per the branch
- TDBook as per the branch
- Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch
- Numbertarget for all the respective products.
- CA
- SA
- TD

1. KEYDUTIES RESPONSIBILITIES OF THE ROLE

Business
- Meetthe set targets on liabilities in terms of open marketacquisition existing customer conversion
- Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels:
- Leadsgenerated by branch staff and personal leads
- Referralsgenerated from existing customers




- Alternatechannels
- Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter
- AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer
- Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers
- Sharecustomer insights/product related feedback with the Sales Manager- Liabilities

Customers
- Interactwith customers in a courteous and professional manner; provideprompt, effective and accurate services
- Reducecustomer dormancy and customer attrition by continuous engagement/ interaction
- Resolvesthe customer queries on various accounts, FD / RD, remittances third party product

InternalProcesses
- Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory document

📌 Telangana - Business Development Executive (Malkajgiri)
🏢 Ujjivan Small Finance Bank
📍 Malkajgiri