Relationship Manager-Current Account - Connaught Place

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