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

FINANCIALSIZE

NON-FINANCIALSIZE
- Managingthe Liability Book of the branch (Open Market CA SA TD) ??Approximately 2.5 Cr
- LiabilitiesCustomers handling
- Numberof portfolio products- CASA, TD

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, productive 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 documents
- Strictlyadhere & maintain compliance to KYC norms
- Drivethe usage of alternate channels such

📌 Sales officer (Tiruvannamalai)
🏢 Ujjivan Small Finance Bank
📍 Tiruvannamalai