Relationship Manager - Branch Banking

Group Company: Ujjivan Small Finance Bank Limited

Designation: Relationship Manager-Branch Banking (UB-BB-WB-RM), Relationship Manager-Branch Banking (UB-BB-EB-RM)

Office Location: West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4408-DP Road

Position description:

·         The incumbent will be primarily responsible for providing Financial solutions to meet the requirements of the existing Mapped customers and ensure value added customer service as well as acquiring New to Bank CASA Customers.

·         Responsible for handling the portfolio of existing Mapped CASA customers and generating revenue / book growth

·         Responsible for increasing Liabilities book size of relationships via balances in accounts of existing mapped CASA customers or through Term Deposits, Cross selling of MF / Insurance, Loan products, acquiring family accounts and retaining the relationship

·         To acquire pre-fixed New to Bank CASA customers through Open Market referrals / Referrals from existing CASA client base / BTL Initiatives & other tie ups

·         Should be in close contact with the existing customers through personal visits, mailers and phone calls and share insights on the fluctuations in interest rates, FD rates and various product offerings.

·         Informs customers of new products or product enhancements to further expand the banking relationship.

·         Maintains complete relationship record for assigned customer accounts.

·         Ensure continuity of high quality service, product delivery, and responsiveness to customer needs

·         Tracks customer complaints/queries and turnaround times for customer satisfaction.

·         Responsible to be abreast with all policies relating to operational risk, sales processes, mis-selling etc and ensure compliance with the same.

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

Additional Responsibilities:

Reporting Team

• Reporting Designation:
• Reporting Department:

Educational qualifications preferred

• Category:
• Field specialization:
• Degree:
• Academic score:
• Institution tier:

Required Certification/s:

Required Training/s:

Required work experience

• Industry:
• Role:
• Years of experience:

Key Performance Indicators:

Required Competencies:

Required Knowledge:

Required Skills:

Required abilities

• Physical:
• Other:

Work Environment Details:

Specific requirements

• Travel:
• Vehicle:
• Work Permit:

Other details

• Pay Rate:
• Contract Types:
• Time Constraints:
• Compliance Related:
• Union Affiliation: