Relationship Manager - Branch Banking

Ujjivan Small Finance Bank; Nashik District, Pune District; On-site; INR 350,000 - 600,000; Full time

Job summary

Ujjivan Small Finance Bank seeks an energetic Sales & Relationship Executive to provide financial solutions to existing mapped customers and acquire new CASA accounts across multiple locations in Maharashtra and beyond. You will manage liabilities growth, cross-sell MF/Insurance and loan products, and ensure high-quality service while staying in close touch with customers.

You will maintain complete relationship records, respond promptly to queries, promote brand awareness, and drive revenue

Job description

Position description:

• The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers.
• Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth
• Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship
• To acquirepre-fixed New to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives other tie ups
• Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings.
• Informscustomers of new products or product enhancements to further expand the bankingrelationship.
• Maintainscomplete relationship record for assigned customer accounts.
• Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs
• Trackscustomer complaints/queries and turnaround times for customer satisfaction.
• Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same.
• Developeffective ways to promote Brand awareness Product proposition that leadto measurable business results

Primary Responsibilities:

• Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values

Location - Pune,Akurdi,Nashik,Navi Mumbai,Thane,Dombivli,Mumbai,Ahmednagar,Nadiad,Rajkot,Nagpur,Ahmedabad,Valsad,Chembur,Nagar,Borivali,Vadodara,Naroda,Jamnagar,Solapur,Anand,Bharuch,Chowk,Santacruz,Sion,Jalgaon,Mira,Surat,Gandhinagar,Goregaon,Ambarnath,Bhavnagar