- 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 New 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 new 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
Interview Date: 15th Sep 2026 (Tuesday)
Time: 10:00AM to 04:00PM
Interview Venue: Ujjivan Small Finance Bank - Malda Mandir Branch, No 76/C, Ground Floor, Sumangal Lodge, SM Pally, English Bazar; District- Malda- 732101
Contact Person: Tanmoy Dey(Branch Manager)
Location - Buniadpur (West Bengal)
📌 Walk-In Drive For RM- Buniadpur (West Bengal)
🏢 Ujjivan Small Finance Bank
📍 Buniadpur
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