Relationship Manager - Current Account

ROLEPURPOSE & OBJECTIVE

• CAbook size of the branch
• CATarget for the branch

• Generatequality sales leads
• Handlingof both internal and external queries

• Meetthe set targets on current account in terms of open marketacquisition & existing customer conversion
• Focuson building the current account book for the bank
• Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels:

• Leadsgenerated by branch staff and personal leads
• Referralsgenerated from existing customers
• Alternatechannels

• Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter
• AccompanyMSE staffs on the field for actively driving conversion ofexisting borrowing customers into liabilities customers
• Crosssell other products of Ujjivan such as QR, POS, Payment Gateway,OD & TPP and pass on quality leads to respective MSE loanofficers.
• Sharecustomer insights/product related feedback with the BranchManager

• Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services
• Reducecustomer dormancy and customer attrition by continuous engagement/ interaction
• Resolvesthe customer queries.

• Guidethe customer to fill the ??Account Opening Form??;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents
• Strictlyadhere & maintain compliance to KYC norms
• Drivethe cross sell of other products such as QR, POS & TPP

• Maintainup to date knowledge of the CA liability products and services aswell as a working knowledge of other products offered in thebranch
• Ensureadherence to training man-days/ mandatory training programs forself

• Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines

• Graduate,preferably in commerce and related streams

• Basicknowledge on retail banking products especially current account
• Documentationskills
• Processcompliance focus
• Communicationskills: fluent in the local language

• Courteouscustomer service skills
• TimeManagement
• Sellingskills
• Telephoniccold calling skills
• Willingness totravel & relocation as per business requirements and careeropportunities

• Planningand Organizing
• CustomerFocus
• ManagingRelationships
• DrivingExecution
• Collaborating
• Coaching
• BusinessAcumen
• Influencing

• BusinessTeams
• Customers

Location - Kothamangalam,Bengaluru,Dharwad,Belgaum,Davangere,Tumakuru,Tumkur,Erode,Tiruvannamalai,Coimbatore,Ramanathapuram,Ernakulam,Thrissur,Mysuru,Tiruchirapalli,Bannerghatta,Madurai,Chennai,Thiruvananthapuram,Nagar,Medchal,Malkajgiri,Hyderabad,Rangareddy,Salem,Rajahmundry,Adyar,Kollam,Tambaram,Madhwapur,Vijayawada