Financial Inclusion Officer
Ujjivan Small Finance Bank · Jaipur · onsite · Posted 56d ago
Undisclosed0–1 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
Role Details
Size of the Role
Key Duties Responsibilities of the Role
Business/Financials
Customer (Both Internal External)
- This profile is directly responsible for business generation, customer acquisition and customer servicing for Deposit Products, Digital channels and Third Party Insurance products
- The profile role includes cross-selling to existing customers as well as acquisition of new customers through referral and family banking
- Offer and onboard customers on CASA and Term deposit products to customer, their family members and their references.
- Offer and onboard customers on Digital platforms including Mobile banking, UPI, UPI QR and download of Hello Ujjivan.
- Deliver prompt customer services; be accessible to customers at all times for Digital Banking and Deposit Product queries.
Role Details
- Job Title: Financial Inclusion Officer
- Grade: AM-I
- Department: MicroBanking
- Location: Branch
- Type of Position: Full-time
- Reports To: Branch Manager
- Reporting Into: NA
Size of the Role
- Approx2 Cr. Deposit
- Non-financial size: CASA, FD, RD TPP (Product Services)
Key Duties Responsibilities of the Role
Business/Financials
- Meet the set targets for overall Liability, TPP and Digital Initiatives in terms of Family Banking (Open Market) acquisition.
- Convert Group Loan, Individual Loan customers, their family members and referrals for available Liability, TPP and Digital Initiatives product in the branch.
- Open CASA and ensure customers are maintaining Monthly Average Balance for opted CASA.
- Actively source term deposits (FD and RD) to Family members of GL customers.
- Offer suitable Insurance products to customer and family members to provide adequate insurance coverage
- Onboard customers on digital channels including Mobile banking, UPI, UPI QR and Hello Ujjivan
- Ensure digital adaptation for mapped customers.
- Share customer insights/product related feedback with the CRM
Customer (Both Internal External)
- Meeting customers regularly and cross-selling of overall Liability, TPP and Digital Initiatives.
- Meeting customers regularly and providing services related to overall Liability, TPP and Digital Initiatives.
- Ensure customers and Family members are educated about entire bouquet of banking products (CASA, TPP, TD and Digital Initiatives) offered by Ujjivan.
- Engage with customers for other account related activity like conversion for Dormant account to inactive account, linking of DBT etc.
- Converting existing family banking leads and providing the leads to respective business function to cross selling of other available secured loans in Ujjivan.
- MoneyMitra - assisting CRM in managing BC arrangements including Money Mitra and others.
- Assisting customers for digital channels usage like ATM Card, Mobile Banking, UPI, Missed-call banking, Hello Ujjivan etc.
- Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services
- Ensure timely insurance claim settlement for his/her customers
Sourced from naukri
Skills
crmFinancial inclusionBanking ProductsCross Sellingdigital platformsBcmobile bankingupiDigital BankingdbtLoansGLGROUP LOANIndividual LoanInsurance ProductsBankingTPPCASABusiness GenerationCustomer Acquisition
About Ujjivan Small Finance Bank
Ujjivan Small Finance Bank
Banking
24.4k+
employees
2017
9 years old
Bangalore/Bengaluru, Karnataka
India
About
Empowers financial inclusion across India, serving over 90 lakh customers with over ₹6,400 crore profit and a strong focus on inclusive, tech-led banking.
Industries
BankingFinancial Services
Employee ratings
7,630 reviews
4.0/ 5
Culture
4.0
Career growth
3.5
Work-life
3.9
Employees rate it well for
Work Culture689Salary511Work Life Balance407Work Environment388Senior Management339
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