Position description:
The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers.
Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth
Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship
To acquirepre-fixed Current to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives other tie ups
Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings.
Informscustomers of current products or product enhancements to further expand the bankingrelationship.




Maintainscomplete relationship record for assigned customer accounts.
Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs
Trackscustomer complaints/queries and turnaround times for customer satisfaction.
Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same.
Developeffective ways to promote Brand awareness Product proposition that leadto measurable business results

Primary Responsibilities:
Business Responsible annually to manage existing portfolio and acquire a current to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values

Location - Pune,Akurdi,Nashik,Navi Mumbai,Thane,Dombivli,Mumbai,Ahmednagar,Nadiad,Rajkot,Nagpur,Ahmedabad,Valsad,Chembur,Nagar,Borivali,Vadodara,Naroda,Jamnagar,Solapur,Anand,Bharuch,Chowk,Santacruz,Sion,Jalgaon,Mira,Surat,Gandhinagar,Goregaon,Ambarnath,Bhavnagar

📌 Relationship Manager Branch Banking Nashik
🏢 Ujjivan Small Finance Bank
📍 Nashik