POSITION DESCRIPTION

JOB TITLE
Business Development Relationship Manager

GRADE
: M

DEPARTMENT
Branch Banking

LOCATION
: Branch

SUB-DEPARTMENT
Sales

TYPE OF POSITION
: Full time

REPORTS TO
Branch Manager-Branch Banking

REPORTING INTO
NA
ROLE PURPOSE & OBJECTIVE

The incumbent will be primarily responsible to -
Acquire recent Priority/HNI customers for liabilities from open market
Plan and execute activities with the objective of acquiring Priority/HNI customers
Digital Adoption- Ensure that all onboarded customers are using our digital banking channels
Ensure that Cross-sell targets assigned are met for Third Party Products such as Life Insurance, General Insurance, Health Insurance, Mutual Funds, SIP etc.
Ensure that other targets assigned such as Forex, Cards are met through NTB customers.
Ensure that Asset cross-sell is done basis target assigned (if applicable in respective branches)
SIZE OF THE ROLE

FINANCIAL SIZE
NON-FINANCIAL SIZE
Current Account Numbers- 1
Savings Account Numbers- 6
Current Account Values- 1.5 Lakhs




Savings Account Values- 18 Lakhs
TD Values- 15 Lakhs
TPP- 1 Lakh Premium in Insurance

(Subject to changes basis Management decision)
Current Account Products- Esp Maxima & HNI Products
Savings Account Products: - Esp Maxima & HNI Products
Fixed Deposits
Life Insurance
Health Insurance
General Insurance
Mutual Funds & SIPs
KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business
Meet set targets on liabilities in terms of Priority/HNI open market acquisition & customer conversion via activities
Understand need and acquire Priority/HNI customers who meet the criteria for liability products through either of the below channels:
Leads generated by branch staff and personal leads
Activities
Alternate channels
Maintain the database of the prospects, meet select prospects and manage the relationship thereafter till specified tenure
Digital Adoption- Ensure that all onboarded customers are usin

📌 Business Development Relationship Manager Mumbai
🏢 Ujjivan Small Finance Bank
📍 Mumbai