Senior Relationship Manager Ujjivan Small Finance Bank
Ujjivan Small Finance Bank
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Bihar
Skills: Cross Selling, Mutual funds, Insurance, Forex, Remittances, Loans, Customer engagement, Customer Profiling, Wealth management, Financial planning, Financial Solutions, Portfolio Building
About Ujjivan Small Finance Bank
Job Description
As a Senior Relationship Manager in Branch Banking at East 3309-Kasba, Kolkata, West Bengal, India within the East Business department, your role is crucial in being the primary point of contact for high-net-worth customers in the Priority Banking Segment of the Bank. Your main objective is to provide financial solutions to Emerging HNI & HNI customers, focusing on increasing the liabilities size of relationships through balance growth and enhancing customer profitability. Additionally, you will be responsible for cross-selling Bank's products, third-party investment products, and ensuring customer engagement through various financial solutions such as Mutual Funds SIPs, Insurance, Forex, Remittances, and Loans. Your responsibilities also include deepening existing relationships by cross-selling, acquiring new customers, and expanding your portfolio through references from current customers. Regularly reviewing customer relationships from a liability and cross-holding perspective, ensuring customers are well-informed about financial solutions, and updating internal systems for accurate reporting are integral parts of your role. In terms of the size of the role, the Financial Size includes TRV Size Ranging from 25 Cr to 100 Cr, 2 to 4 selective branches within City/Cluster/Region, and catering to all banking products & services. The Key Duties & Responsibilities encompass achieving Cumulative Daily Balance, New to Bank targets, Mutual Funds, Life Insurance, General Insurance, and other cross-sell points. Improving Customer Activation, resolving queries, providing alternate channel experiences, and implementing necessary training for staff are also part of your responsibilities. Internally, you will focus on streamlining customer onboarding processes, maintaining Managed Customer upsell related MIS, and ensuring adherence to training programs for self-improvement. Performance appraisals and goal setting processes should be completed within specified timelines to ensure continuous learning and development in your role.,