Thisrole is responsible for acquiring current current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers.
Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met.
Theincumbent provides service to both existing as well as to NTBcurrent account customers.
Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms.
SIZEOF THE ROLE
FINANCIALSIZE
NON-FINANCIALSIZE
- CAbook size of the branch
- CATarget for the branch
- Generatequality sales leads
- Handlingof both internal and external queries
KEYDUTIES & RESPONSIBILITIES OF THE ROLE
Business
- Meetthe set targets on current account in terms of open marketacquisition & existing customer conversion
- Focuson building the current account book for the bank
- 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
- AccompanyMSE staffs on the field for actively driving conversion ofexisting borrowing customers into liabilities customers
- Crosssell other products of Ujjivan such as QR, POS, Payment Gateway,OD & TPP and pass on quality leads to respective MSE loanofficers.
- Sharecustomer insights/product related feedback with the BranchManager
Customers
- Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services
- Reducecustomer dormancy and customer attrition by continuous engagement/ interaction
- Resolvesthe customer queries.
InternalProcesses
- Guidethe customer to fill the ??Account Open
📌 Relationship Manager (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
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