Premier Relationship Manager

Jana Small Finance Bank

Khordha, Sundargarh, Sambalpur

On-site

INR 250,000 - 450,000

Full time

4 days ago
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Job summary

Jana Small Finance Bank Limited is seeking a sales-focused banking professional to acquire new customers, achieve the branch's income plan, and drive digital banking adoption. The role includes maintaining KYC hygiene, tracking portfolio quality, and cross-selling bank and third-party products.

You will nurture relationships with existing customers while expanding the customer base across segments. You will promote digital transactions, educate customers about net banking and mobile banking, and

Responsibilities

  • Acquire new customers by generating leads from the market and from existing customers
  • Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise.
  • Maintain hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio.
  • Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others
  • Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans.
  • Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products.
  • Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products.

Job description

  • Acquire new customers by generating leads from the market and from existing customers
  • Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise.
  • Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio.
  • Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others
  • Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans.
  • Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products.
  • Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products.
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