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.
SIZEOF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE
Approx2 Cr. Deposit
CASA,FD, RD & TPP (Product & Services)
KEYDUTIES & RESPONSIBILITIES OF THE ROLE

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