Role & responsibilities
- Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion
- Understand need and acquire customers who meet the criteria for liability products through either of the below channels:

1. Leads generated by branch staff and personal leads
2. Referrals generated from existing customers
3. Alternate channels
- Maintain the database of the prospects, meet select prospects and manage the relationship thereafter
- Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer
- Cross sell other secured loan products of and pass quality leads to respective loan officers
- Share customer insights/product related feedback with the Sales Manager - Liabilities

Customers




- Interact with customers in a courteous and skilled manner; provide prompt, efficient and accurate services
- Reduce customer dormancy and customer attrition by continuous engagement / interaction
- Resolves the customer queries on various accounts, FD / RD, remittances & third party product

Internal Processes
- Guide the customer to fill the Account Opening Form’; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents
- Strictly adhere & maintain compliance to KYC norms
- Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash

Preferred candidate profile

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📌 Relationship Manager (Delhi)
🏢 Ujjivan Small Finance Bank
📍 Delhi