BSM / Branch Manager (where ever BSM is not available)
REPORTING INTO
• ROLE PURPOSE & OBJECTIVE
• This role is responsible for acquiring new current account customers from the open market and cross-selling of products/services as per the profile & need of the customers.
• This role drives the current account business for the respective branch and ensure the CA targets for the branch is met.
• The incumbent provides service to NTB current account customers.
• This role also handles cross selling of QR & POS and is accountable for adherence to compliance and regulatory norms.
• SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
• CA Numbers: 5 to 8 Current accounts (based on vintage)
• CA Values: 9 lacs to 15 lacs incr. CA value (based on vintage)
• TPP Wgt Premium: 0.40 lacs to 0.65 lacs (based on vintage)
• Current accounts, Saving Accounts, Term Deposits,
Life insurance, Health/General Insurance, Dmat, Mutual Funds, SIP, ASBA etc
• KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business
• Meet the set targets on current account in terms of open market acquisition
• Focus on building the current account book for the bank
• Understand need and acquire customers who meet the criteria for liability products through either of the below channels:
• Leads generated by branch staff and personal leads
• Referrals generated from existing customers
• Alternate channels
• Maintain the database of the prospects, meet select prospects and manage the relationship thereafter
• Accompany MSE staffs on the field for actively driving conversion of existing borrowing customers into liabilities customers
• Cross sell other products of Ujjivan such as QR, POS & TPP and pass on quality leads to respective MSE loan officers
• Share customer insights/product related feedback with the
📌 Manager-Current Account (India)
🏢 Ujjivan Small Finance Bank
📍 India
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