Sales Officer

Ujjivan Small Finance Bank; Bengaluru; On-site; INR 201,000 - 312,000; Full time

Job summary

Ujjivan Small Finance Bank Ltd. is seeking a Phone Banking professional in Bengaluru to engage customers via calls, present banking products, and convert leads into accounts. The role focuses on delivering prompt service and adherence to guidelines, while supporting campaigns to expand the customer base.

The ideal candidate will handle inbound/outbound calls, maintain compliance, and contribute to process improvements in a fast-paced banking environment.

Responsibilities

• Adhere to and meet service and business metrics for the unit
• Inform and suggest new banking products to customers
• Take leads/referrals for new bank accounts according to laid down rules and guidelines
• Participate in marketing and awareness campaigns via the phone banking channel to grow the customer base
• Ensure to dial 100 to 150 calls per day
• Responsible for follow up and conversion of leads
• Monitor peers to ensure zero mis-selling
• Provide continual evaluation of processes and procedures
• Suggest methods to improve area operations, efficiency and service to customers

Job description

• Adhere to all Service and Business metrics set for the unit
• Inform and suggest new banking products to customers
• Take leads/referrals for new bank accounts according to laid down rules and guidelines
• Participate in marketing and awareness campaigns being executed through the phone banking channel to create an enlarged customer base
• Ensure to dial 100 to 150 calls per day
• Responsible for follow up and conversion of leads
• Ensure constant monitoring of peer staff to ensure Zero’ instances of mis selling
• Provide continual evaluation of processes and procedures
• Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers