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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