- POSITION DESCRIPTION

JOB TITLE
Business Development Relationship Manager

GRADE
: M

DEPARTMENT
Branch Banking

LOCATION
: Branch

SUB-DEPARTMENT
Sales

TYPE OF POSITION
: Full-time

REPORTS TO
Branch Manager-Branch Banking

REPORTING INTO
NA
- ROLE PURPOSE & OBJECTIVE

The incumbent will be primarily responsible to -
- Acquire current Priority/HNI customers for liabilities from open market
- Plan and execute activities with the objective of acquiring Priority/HNI customers
- Digital Adoption- Ensure that all onboarded customers are using our digital banking channels
- Ensure that Cross-sell targets assigned are met for Third Party Products such as Life Insurance, General Insurance, Health Insurance, Mutual Funds, SIP etc.
- Ensure that other targets assigned such as Forex, Cards are met through NTB customers.
- Ensure that Asset cross-sell is done basis target assigned (if applicable in respective branches)
- SIZE OF THE ROLE

FINANCIAL SIZE
NON-FINANCIAL SIZE
- Current Account Numbers- 1
- Savings Account Numbers- 6
- Current Account Values- 1.5 Lakhs




- Savings Account Values- 18 Lakhs
- TD Values- 15 Lakhs
- TPP- 1 Lakh Premium in Insurance

(Subject to changes basis Management decision)
- Current Account Products- Esp Maxima & HNI Products
- Savings Account Products: - Esp Maxima & HNI Products
- Fixed Deposits
- Life Insurance
- Health Insurance
- General Insurance
- Mutual Funds & SIPs
- KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business
- Meet set targets on liabilities in terms of Priority/HNI open market acquisition & customer conversion via activities
- Understand need and acquire Priority/HNI customers who meet the criteria for liability products through either of the below channels:
- Leads generated by branch staff and personal leads
- Activities
- Alternate channels
- Maintain the database of the prospects, meet select prospects and manage the relationship thereafter till specified tenure
- Digital Adoption- Ensure that all onboarded customers are usin

📌 Business Development Relationship Manager (Mumbai)
🏢 Ujjivan Small Finance Bank
📍 Mumbai