Job Summary

- This profile is directly responsible for business generation, customer acquisition and customer servicing for Deposit Products, Digital channels and Third Party Insurance products
- The profile role includes cross-selling to existing customers as well as acquisition of current customers through referral and family banking

- Offer and onboard customers on CASA and Term deposit products to customer, their family members and their references.

- Offer and onboard customers on Digital platforms including Mobile banking, UPI, UPI QR and download of Hello Ujjivan.

- Deliver prompt customer services; be accessible to customers at all times for Digital Banking and Deposit Product queries.

Role Details

- Job Title: Financial Inclusion Officer

- Grade: AM-I

- Department: MicroBanking

- Location: Branch

- Type of Position: Full-time

- Reports To: Branch Manager

- Reporting Into: NA

Size of the Role

- Approx2 Cr. Deposit

- Non-financial size: CASA, FD, RD TPP (Product Services)

Key Duties Responsibilities of the Role

Business/Financials

- Meet the set targets for overall Liability, TPP and Digital Initiatives in terms of Family Banking (Open Market) acquisition.

- Convert Group Loan, Individual Loan customers, their family members and referrals for available Liability, TPP and Digital Initiatives product in the branch.

- Open CASA and ensure customers are maintaining Monthly Average Balance for opted CASA.

- Actively source term deposits (FD and RD)



to Family members of GL customers.

- Offer suitable Insurance products to customer and family members to provide adequate insurance coverage

- Onboard customers on digital channels including Mobile banking, UPI, UPI QR and Hello Ujjivan

- Ensure digital adaptation for mapped customers.

- Share customer insights/product related feedback with the CRM

Customer (Both Internal External)

- Meeting customers regularly and cross-selling of overall Liability, TPP and Digital Initiatives.

- Meeting customers regularly and providing services related to overall Liability, TPP and Digital Initiatives.

- Ensure customers and Family members are educated about entire bouquet of banking products (CASA, TPP, TD and Digital Initiatives) offered by Ujjivan.

- Engage with customers for other account related activity like conversion for Dormant account to inactive account, linking of DBT etc.

- Converting existing family banking leads and providing the leads to respective business function to cross selling of other available secured loans in Ujjivan.

- MoneyMitra - assisting CRM in managing BC arrangements including Money Mitra and others.

- Assisting customers for digital channels usage like ATM Card, Mobile Banking, UPI, Missed-call banking, Hello Ujjivan etc.

- Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services

- Ensure timely insurance claim settlement for his/her customers

📌 Financial Inclusion Officer (Jaipur)
🏢 Ujjivan Small Finance Bank
📍 Jaipur