Job Details

- Job Title: Manager-CurrentAccount

- Grade: M

- Department: BranchBanking, TASC TPP

- Location: Branch

- Sub-Department: BranchBanking

- Type of Position: Full-time

- Reports To: BSM/ Branch Manager (where ever BSM is not available)

Role Purpose / Job Summary

- 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

- CA Numbers: 5 to 8 Current accounts (based on vintage)

- CA Values: 9 lacs to 15 lacs incr. CA value (based on vintage)

- TPPWgt 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

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 Branch Manager

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

- Resolve the customer queries.

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 cross sell of other products such as QR, POS TPP

Learning / Performance

- Maintain up to date knowledge of the liability products and services as well as a working knowledge of other products offered in the branch

Location - Pune,Santacruz,Mumbai,Thane,Borivali,Chembur,Nagar,Sion,Kharadi,Vashi,Aurangabad,Dombivli,Ahmedabad,Goregaon,Mira,Vadodara,Surat

Role: Key Account Manager,

Industry Type: Banking,

Department: Sales & Business Development,

Employment Type: Full Time, Permanent

Role Category: Enterprise & B2B Sales

Education

UG: Any Graduate

PG: Any Postgraduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills account opening bankingbusiness requirementscompliancecross sellingcurrent accountscustomer queriesdmatgeneral insurancekycliability productsmutual fundsperformance appraisalposretailretail bankingretail branch banking

📌 Manager-Current Account (Mumbai)
🏢 Ujjivan Small Finance Bank
📍 Mumbai