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Phone Banking Officer

Ujjivan Small Finance Bank

2 - 5 years

Bengaluru

Posted: 05/02/2026

Getting a referral is 5x more effective than applying directly

Job Description

  • Insurance selling
  • 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

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