119 Ujjivan Financial Services Jobs
1-5 years
New Delhi
1 vacancy
Relationship Manager-Current Account - Connaught Place
Ujjivan Financial Services
posted 2mon ago
Fixed timing
Key skills for the job
Meet the set targets on current account in terms ofopen market acquisition & existing customer conversion
Focus on building the current account book for thebank
Understand need and acquirecustomers who meet the criteria for liability products through either of thebelow channels:
o Leads generated by branch staff and personalleads
o Referrals generated from existing customers
o Alternate channels
Maintain thedatabase of the prospects, meet select prospects and manage the relationshipthereafter
Accompany MSEstaffs on the field for actively driving conversion of existing borrowingcustomers into liabilities customers
Cross sellother products of Ujjivan such as QR, POS & TPP and pass on quality leadsto respective MSE loan officers
Sharecustomer insights/product related feedback with the Branch Manager
Customers
Interactwith customers in a courteous and professional manner; provide prompt, efficient and accurate services
Reducecustomer dormancy and customer attrition by continuous engagement / interaction
Resolves thecustomer queries.
Internal Processes
Guide thecustomer to fill the Account Opening Form; ensure receipt and verification ofKYC documents; obtain customer signatures on all mandatory documents
Strictlyadhere & maintain compliance to KYC norms
Drive the crosssell of other products such as QR, POS & TPP
Learning & Performance
Maintain upto date knowledge of the liability products and services as well as a workingknowledge of other products offered in the branch
Ensureadherence to training man-days/ mandatory training programs for self
Ensure goal setting,mid-year review and performance appraisal processes are completed withinspecified timelines
Employment Type: Full Time, Permanent
Functional Areas: Banking/Insurance
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Ghaziabad, Bulandshahr, New Delhi +2 more