Theincumbent will be primarily responsible to -
- Acquirenew customers for liabilities from open market
- Assistthe CRS - unsecured loans for conversion of existing borrowing customers 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
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
KEY DUTIES & 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
- Interact with customers in a courteous and qualified manner; provideprompt, efficient and accurate services
- Reduce customer dormancy and customer attrition by continuous engagement/ interaction
- Resolvesthe customer queries on various accounts, FD / RD, remittances &third; party product
Internal Processes
- Guidethe customer to fill the Account Opening Form;e
📌 Business Development Executive (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
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