ROLEPURPOSE & OBJECTIVE
- Thisprofile is directly responsible for business generation, customeracquisition and customer servicing for Deposit Products, Digitalchannels and Third Party Insurance products
- Theprofile role includes cross-selling to existing customers as wellas acquisition of current customers through referral and familybanking
- Offerand onboard customers on CASA and Term deposit products tocustomer, their family members and their references.
- Offerand onboard customers on Digital platforms including Mobilebanking, UPI, UPI QR and download of Hello Ujjivan.
- Deliverprompt customer services; be accessible to customers at all timesfor Digital Banking and Deposit Product queries.
Business/Financials
- Meetthe set targets for overall Liability, TPP and DigitalInitiatives in terms of Family Banking (Open Market) acquisition.
- ConvertGroup Loan, Individual Loan customers,
their family members andreferrals for available Liability, TPP and Digital Initiativesproduct in the branch.
- OpenCASA and ensure customers are maintaining Monthly Average Balancefor opted CASA.
- Activelysource term deposits (FD and RD) to Family members of GLcustomers.
- Offersuitable Insurance products to customer and family members toprovide adequate insurance coverage
- Onboardcustomers on digital channels including Mobile banking, UPI, UPIQR and Hello Ujjivan
- Ensuredigital adaptation for mapped customers.
- Sharecustomer insights/product related feedback with the CRM
Customer(Both Internal & External)
- Meetingcustomers regularly and cross selling of overall Liability, TPPand Digital Initiatives.
- Meetingcustomers regularly and providing services related to overallLiability, TPP and Digital Initiatives.
- Ensurecustomers and Family members are educated about entire bouquet ofbanking products (CASA, TPP, TD and Digital I
📌 Financial Inclusion Officer (Kolkata)
🏢 Ujjivan Small Finance Bank
📍 Kolkata
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