Upload Button Icon Add office photos
filter salaries All Filters

119 Ujjivan Financial Services Jobs

Relationship Manager-Current Account

3-8 years

Rajahmundry, Thrissur/Trichur, Thiruvananthapuram + 20 more

1 vacancy

Relationship Manager-Current Account

Ujjivan Financial Services

posted 5mon ago

Job Role Insights

Fixed timing

Job Description

Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers.
Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met.
Theincumbent provides service to both existing as well as to NTBcurrent account customers.
Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms.
 
SIZEOF THE ROLE
  • CAbook size of the branch
  • CATarget for the branch
  • Generatequality sales leads
  • Handlingof both internal and external queries
KEYDUTIES & RESPONSIBILITIES OF THE ROLE
 
Business
  • Meetthe set targets on current account in terms of open marketacquisition & existing customer conversion
  • Focuson building the current account book for the bank
  • Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels:
    • Leadsgenerated by branch staff and personal leads
    • Referralsgenerated from existing customers
    • Alternatechannels
  • Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter
  • AccompanyMSE staffs on the field for actively driving conversion ofexisting borrowing customers into liabilities customers
  • Crosssell other products of Ujjivan such as QR, POS, Payment Gateway,OD & TPP and pass on quality leads to respective MSE loanofficers.
  • Sharecustomer insights/product related feedback with the BranchManager

Customers
  • Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services
  • Reducecustomer dormancy and customer attrition by continuous engagement/ interaction
  • Resolvesthe customer queries.

InternalProcesses
  • Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents
  • Strictlyadhere & maintain compliance to KYC norms
  • Drivethe cross sell of other products such as QR, POS & TPP

Learning& Performance
  • Maintainup to date knowledge of the CA liability products and services aswell as a working knowledge of other products offered in thebranch
  • Ensureadherence to training man-days/ mandatory training programs forself
  • Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines
Qualifications
  • Graduate,preferably in commerce and related streams
Experience(Yearsand Core Experience Type)
Minimum3+ yearsof experience in retail branch banking (preferable in CA sales)

FunctionalSkills
  • Basicknowledge on retail banking products especially current account
  • Documentationskills
  • Processcompliance focus
  • Communicationskills: fluent in the local language
BehavioralSkills
  • Courteouscustomer service skills
  • TimeManagement
  • Sellingskills
  • Telephoniccold calling skills
  • Willingness totravel & relocation as per business requirements and careeropportunities
Competencies
  • Planningand Organizing
  • CustomerFocus
  • ManagingRelationships
  • DrivingExecution
  • Collaborating
  • Coaching
  • BusinessAcumen
  • Influencing

KEYINTERACTIONS

  • BusinessTeams
  • Customers

Employment Type: Full Time, Permanent

Functional Areas: Banking/Insurance

Read full job description

Prepare for Relationship Manager roles with real interview advice

What people at Ujjivan Financial Services are saying

Relationship Manager salary at Ujjivan Financial Services

reported by 2 employees with 1-7 years exp.
₹4.7 L/yr - ₹6 L/yr
8% more than the average Relationship Manager Salary in India
View more details

What Ujjivan Financial Services employees are saying about work life

based on 304 employees
53%
52%
62%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Ujjivan Financial Services Benefits

Job Training
Health Insurance
Soft Skill Training
Team Outings
Education Assistance
Free Transport +6 more
View more benefits

Compare Ujjivan Financial Services with

TCS

3.7
Compare

Accenture

3.8
Compare

Wipro

3.7
Compare

Cognizant

3.8
Compare

Capgemini

3.7
Compare

HDFC Bank

3.9
Compare

Infosys

3.6
Compare

ICICI Bank

4.0
Compare

HCLTech

3.5
Compare

Tech Mahindra

3.5
Compare

Genpact

3.8
Compare

Teleperformance

3.9
Compare

Concentrix Corporation

3.8
Compare

Axis Bank

3.8
Compare

Amazon

4.1
Compare

Jio

3.9
Compare

Reliance Retail

3.9
Compare

iEnergizer

4.6
Compare

IBM

4.0
Compare

LTIMindtree

3.8
Compare

Similar Jobs for you

Relationship Manager at Ujjivan Financial Services Pvt. Ltd.

New Delhi

1-5 Yrs

₹ 2-5 LPA

Relationship Manager at Ujjivan Financial Services Pvt. Ltd.

Calicut/Kozhikode, Bangalore / Bengaluru + 23

2-6 Yrs

₹ 1-5 LPA

Branch Operation Officer at Ujjivan Financial Services Pvt. Ltd.

Karunagappally, Trichy + 54

2-5 Yrs

₹ 2-3 LPA

Relationship Manager at RBL BANK

Gandhinagar

2-7 Yrs

₹ 2-5.5 LPA

Teller at Hdfc Bank

Raipur

3-8 Yrs

₹ 2.5-7 LPA

Banking Officer at Ujjivan Financial Services Pvt. Ltd.

Pune

0-5 Yrs

₹ 2-5 LPA

Banking Operations at Ujjivan Financial Services Pvt. Ltd.

Bangalore / Bengaluru

6-8 Yrs

₹ 3-6 LPA

Branch Manager at Ujjivan Financial Services Pvt. Ltd.

Chengalpattu, Hosapete + 16

5-10 Yrs

₹ 4-8 LPA

Customer Relationship Officer at Ujjivan Financial Services Pvt. Ltd.

Mysuru / Mysore, Channapatna + 13

0-3 Yrs

₹ 2-3 LPA

Relationship Manager at RBL FinServe

Unjha

1-6 Yrs

₹ 2-5 LPA

Relationship Manager-Current Account

3-8 Yrs

Rajahmundry, Thrissur/Trichur, Thiruvananthapuram +20 more

5mon ago·via naukri.com

Customer Care Representative

0-3 Yrs

Bangalore / Bengaluru, Maddur

5mon ago·via naukri.com

Financial Inclusion Officer

1-3 Yrs

Ghaziabad, Bulandshahr, New Delhi +2 more

5mon ago·via naukri.com

Assistant Customer Relationship Manager

1-4 Yrs

Jaipur

5mon ago·via naukri.com

Relationship Officer - Micro Mortgages

1-4 Yrs

Aligarh

5mon ago·via naukri.com

Sales manager-Semi Formal Lap

3-7 Yrs

Jodhpur, Dausa, Pali +2 more

5mon ago·via naukri.com

Sales Manager - Formal LAP

3-7 Yrs

Siliguri, Kolkata

5mon ago·via naukri.com

Relationship Officer-Micro Mortgages

1-4 Yrs

Ghaziabad, Nagaur

5mon ago·via naukri.com

Relationship Manager - Working Capital

2-5 Yrs

Agartala, Kolkata

5mon ago·via naukri.com

Technical Officer - MLAP

2-4 Yrs

Vellore, Salem, Davanagere +5 more

5mon ago·via naukri.com
write
Share an Interview