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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
Key skills for the job
Job Description
- CAbook size of the branch
- CATarget for the branch
- Generatequality sales leads
- Handlingof both internal and external queries
- 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
- 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.
- 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
- 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
- Graduate,preferably in commerce and related streams
- Basicknowledge on retail banking products especially current account
- Documentationskills
- Processcompliance focus
- Communicationskills: fluent in the local language
- Courteouscustomer service skills
- TimeManagement
- Sellingskills
- Telephoniccold calling skills
- Willingness totravel & relocation as per business requirements and careeropportunities
- Planningand Organizing
- CustomerFocus
- ManagingRelationships
- DrivingExecution
- Collaborating
- Coaching
- BusinessAcumen
- Influencing
KEYINTERACTIONS
- BusinessTeams
- Customers
Employment Type: Full Time, Permanent
Functional Areas: Banking/Insurance
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Relationship Manager salary at Ujjivan Financial Services
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Ujjivan Financial Services Benefits
Job Training 
Health Insurance 
Soft Skill Training 
Team Outings 
Education Assistance 
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Relationship Manager-Current Account
3-8 Yrs
Rajahmundry, Thrissur/Trichur, Thiruvananthapuram +20 more
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