NA
- ROLE PURPOSE & OBJECTIVE
- The incumbent will be primarily responsible for providing Financial solutions to meet the requirements of the existing Mapped customers and ensure value added customer service as well as acquiring New to Bank CASA Customers.
- Responsible for handling the portfolio of existing Mapped CASA customers and generating revenue / book growth
- Responsible for increasing Liabilities book size of relationships via balances in accounts of existing mapped CASA customers or through Term Deposits, Cross selling of MF / Insurance, Loan products, acquiring family accounts and retaining the relationship
- To acquire pre-fixed Current to Bank CASA customers through Open Market referrals / Referrals from existing CASA client base / BTL Initiatives & other tie ups
- Should be in close contact with the existing customers through personal visits,
mailers and phone calls and share insights on the fluctuations in interest rates, FD rates and various product offerings.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Maintains complete relationship record for assigned customer accounts.
- Ensure continuity of high quality service, product delivery, and responsiveness to customer needs
- Tracks customer complaints/queries and turnaround times for customer satisfaction.
- Responsible to be abreast with all policies relating to operational risk, sales processes, mis-selling etc and ensure compliance with the same.
- Develop effective ways to promote Brand awareness & Product proposition that lead to measurable business results
- SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
- Entire liability target for the branch
- CASA Book – as per the branch
- TASC Book – as per the branch
- BB-
📌 Relationship Manager-Branch Banking (New Delhi)
🏢 Ujjivan Small Finance Bank
📍 New Delhi
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