2 Ujjivan Financial Services Sales Officer Jobs

BusinessMeet the set targets on liabilities in terms of open market acquisition existing customer conversionUnderstand need and acquire customers who meet the criteria for liability products through either of the below channelsLeads generated by branch staff and personal leadsReferrals generated from existing customers

Alternate channelsMaintain the database of the prospects meet select prospects and manage the relationship thereafterAccompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer

Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officersShare customer insightsproduct related feedback with the Sales Manager Liabilities

CustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesReduce customer dormancy and customer attrition by continuous engagement interaction

Resolves the customer queries on various accounts FD RD remittances third party productInternal Processes

Guide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documentsStrictly adhere maintain compliance to KYC norms

Drive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cash

Learning Performance

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

Resolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilities

Ensure adherence to training mandays mandatory training programs for self

Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines