AAM, AM- Dalhousie (West Bengal)

Ujjivan Small Finance Bank Ltd.; Chamba; On-site; INR 180,000 - 240,000; Full time

Job summary

The role at Ujjivan Small Finance Bank Ltd. focuses on Liabilities sales, meeting target KPIs by acquiring customers from open markets and leveraging referrals.

You will enhance relationships with existing customers, cross-sell secured loans, and guide customers to use alternate channels like ATMs and BCs.

Qualifications

• 1–3 years of experience in CASA sales with other liabilities products.
• Ability to acquire new customers from open market and through referrals.
• Willingness to work across channels and cross-sell products.

Responsibilities

• Meet targets on liabilities through open market acquisition and existing customer conversion.
• Acquire customers for liabilities from open market and manage relationships.
• Cross-sell secured loan products and pass quality leads to loan officers.
• Train/assist customers to use ATM and BCs; promote alternate channels usage.

Skills

CASA sales

Liabilities products

Customer acquisition

Channel sales

Job description

Role & responsibilities Business

• Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion
• Understand need and acquire customers who meet the criteria for liability products through either of the below channels:
• Leads generated by branch staff and personal leads
• Referrals generated from existing customers
• Alternate channels
• Maintain the database of the prospects, meet select prospects and manage the relationship thereafter
• Accompany CRS-Unsecured 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 officers
• Share customer insights/product related feedback with the Sales Manager - Liabilities

The incumbent will be primarily responsible to -

• Acquire new customers for liabilities from open market.
• Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers
• Train/assist customers to use ATM and BCs; drive usage of alternate channels

Preferred candidate profile

• Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products.
• Both Male & Female can apply