AAM, AM- Iewduh (Meghalaya)

Ujjivan Small Finance Bank Ltd.; Shillong; On-site; INR 350,000 - 600,000; Full time

Job summary

Ujjivan Small Finance Bank Ltd. seeks a Liabilities Sales professional to acquire new liabilities customers from open market and strengthen relationships with existing customers through cross-selling and upselling across channels.

The role involves targeting liabilities growth, leveraging branch leads, referrals, and alternate channels, and training customers to use ATM/BCs to boost channel usage.

Qualifications

• 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.
• 1-3 years of experience in CASA sales with other liabilities products.

Responsibilities

• 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 leads, referrals, or alternate channels.
• Maintain the database of the prospects and manage the relationship thereafter.
• Cross sell other secured loan products and pass quality leads to respective loan officers.

Skills

Liabilities product sales

Open market acquisition

Customer relationship management

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