339 Fd Jobs - Page 2

Recruit & lead a sales team Drive business growth through referrals& local networking Ensure consistent field activity& achievement of sales targets Inspire & motivate the team to boost performance Strong leadership skills & in-depth market knowledge Required Candidate profile Min. 1 years of experience in field sales & marketing Graduation mandatory Local candidate preferred Strong communication & team handling skills Who are willing to take new challenges

Hni Client Handling , Sale Banking Product Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Send Resume Jobs@xwelljobs.com. Call 9216163050 Required Candidate profile All Location Open Near Jaipur LocationBundi, Swamadhopour, Tonk, Bagru, kekri, deoli,raiwana, kotpuli, gailpur, jawanpura asind,

JOB DESCRIPTION -AXIS BANK-(Bengaluru) A Burgundy Relationship Manager (RM) at Axis Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships. Wealth Management : Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products. Client Acquisition: Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities

Post : Senior Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several

Get a seat at a bank branch The bank gives you the lead Sell the policy to the people who come to the bank Visit various branches to collect leads Relationship Building & Business Development Need to Sell Life Insurance to the com. assigned customers Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 6 months experience in Life insurance BFSI work experience preferred Life Insurance experience preferred Perks and benefits Incentives+ Allowances+ Fastrack Promotion

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9904195437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager Hiring experienced BFSI professionals for Direct Channel sales. Must have prior banking/insurance sales experience. Fixed salary + high incentives. No freshers. Apply now to grow with a leading financial brand! Required Candidate profile • Graduation Must • Must have 1+ year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 73830 81652 HR Krisha Perks and benefits Attractive Incentives & Performance Bonuses

Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

Post : Senior Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 90238 62949 HR Vivek Perks and benefits Incentive + PF + Mobile with Several

Post : Branch Sales Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

Recruit & manage a high-performing sales team Onboard team of DSAs & channel partners for business Meet sales targets & expand customer outreach Build strong relationship with customer to their need Find and develop new markets for improving sales Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Job description Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers. Open position as per below location - Makarpura road Shastri maidan Botad Anand Morbi Modasa Bhuj Gandhidham Vadali Lunawada Jasdan Akota Interested Candidates Can Share your updated resumes on - shivani.dongare@ujjivan.com or shashank.gaikwad@ujjivan.com

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

GRADE - M DEPARTMENT - Branch Banking REPORTS TO - Branch Manager ROLE PURPOSE & OBJECTIVE 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. Develop effective ways to promote Brand awareness & Product proposition that lead to measurable business results SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Entire liability target for the branch CASA Book as per the branch TASC Book as per the branch BB-FIG Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TASC Snr Citizen HNI NR Manage portfolio of assigned branch customer holders KEY DUTIES & RESPONSIBILITIES OF THE ROLE 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 & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking Provide Doorstep service to managed customers, where-ever required Implementing necessary training for staffs to enable them to handle managed customers Internal process Streamlining the process of customer on-boarding and ensuring seamless process during the same Working towards eliminating bottlenecks in the Account Opening process and rejuvenating the customer journey with Ujjivan Conversion of all form based processing to digital process, with minimal documentation in the long run Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions) Learning & Performance Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines Timely training of Branch staff, so as to ensure product knowledge & change in processes are communicated in a timely manner MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, with a Masters or MBA / PGDM Preferred. Experience Preferred experience of 3 - 4 years in Banking specific managing Privileged / Mapped clients Certifications AMFI / IRDA Certified Functional Skills Good knowledge of Branch Banking & Liability products Service Oriented Analytic and technology oriented Good Relationship Management skills with existing & new Customers Demonstrated leadership experience in interacting with cross-functional teams with a sound understanding of key business drivers Behavioral Skills Sales Skills Execution Skills Relationship Skills Influencing Skills Customer Service Orientation Competencies Planning & Organizing Driving Execution Building Partnerships

DEPARTMENT Micro Banking REPORTS TO Branch Manager ROLE PURPOSE & OBJECTIVE 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. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Approx 2 Cr. Deposit 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. Money Mitra 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 Resolve customer queries/ pertaining to Family Banking and digital channels within specified timelines. Internal Process Compliance to SLA/Policies/Processes Adhering to compliance and quality guidelines in all the documentation and forms Analyze existing customer profile, leads shared and fill customer profile in AOF with accurate details, routinely check with concerned authorities for any re-work needed in already submitted AOFs. Ensuring no form pendency for sourced customers by regular follow up with branch ops team. Help to conduct the CSR activities and motivates customers to participate in the Financial & Digital Literacy Programs Give the detailed field reports to CRM and discuss field related issues. Pro-actively participate, facilitate and drive any new Digital initiative taken by the bank Assist branch staff CRO, LO in adopting all the digital initiatives of the bank for Loans as well as deposit products Innovation & Learning Being up to date about all the new digital initiatives of the bank Maintain up to date knowledge of overall Liability, TPP and Digital Initiatives and processes as well as a working knowledge of other available products offered in the branch. Ensure adherence to training man-days/ mandatory training programs for self Be up to date with any new process implementation initiative taken by the bank. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in related subjects with good analytical and sales skills to be considered. Experience(Years and Core Experience Type) 0-1 year experience for Graduates Field Experience preferably in product sales, banking Certifications If required Functional Skills Fluent in regional language and English Strong communication skills Good Interpersonal skills Sales skills Willingness & Attitude to travel and do field activities Must have a two-wheeler for field visits Outgoing attitude with ability to engage with customers Should be an active smartphone user with understanding of digital platforms in personal life (e.g. Social Media, UPI, wallets, banking apps, ATM, POS) Aware user of basic office tools like Email, Word, Excel, power point Behavioral Skills Effective Communication both oral and in written Interpersonal skills Multiple product selling skills Competencies Building Relationship Driving Change Planning & Organizing Collaboration

The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship To acquirepre-fixed New to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives & other tie ups Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings. Informscustomers of new products or product enhancements to further expand the bankingrelationship. Maintainscomplete relationship record for assigned customer accounts. Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs Trackscustomer complaints/queries and turnaround times for customer satisfaction. Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same. Developeffective ways to promote Brand awareness & Product proposition that leadto measurable business results 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: Location - Ahmedabad,Ahmednagar,Akurdi,Anand,Vadodara,Bharuch,Borivali,Chembur,Chowk,Dombivli,Gandhinagar,Goregaon,Hyderabad,Jalgaon,Jamnagar,Mira,Mumbai,Nadiad,Nagpur,Naroda,Nashik,Pune,Rajkot,Santacruz,Sion,Solapur,Surat,Thane,Valsad

Office Location: West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4407-Pimpri, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4515-AnandWest 4516-JamnagarWest 4520-MorbiWest 4521-Mira RoadWest 4522-AundhWest 4523-NandedWest 4533-VashiWest 4534-GhatkoparWest 4535-FortWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4549-Fulchurnaka/Awantibai ChowkWest 4551-Santacruz WestWest 4505-VirarWest 4518-Prahalad NagarWest 4517-GodharaWest 4536-BhujWest 4414-Govandi MankhurdWest 4457-VapiWest 4432-KharadiWest 4537-Gandhinagar Position description: Assistant Acquisition Manager Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition existing customer conversionUnderstand need and acquire customers who meet the criteria for liability products through either of the below channelsLeads generated by branch staff and personal leadsReferrals generated from existing customersAlternate channelsMaintain the database of the prospects meet select prospects and manage the relationship thereafterAccompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customerCross sell other secured loan products of Ujjivan and pass quality leads to respective loan officersShare customer insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesReduce customer dormancy and customer attrition by continuous engagement interactionResolves the customer queries on various accounts FD RD remittances third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documentsStrictly adhere maintain compliance to KYC normsDrive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning PerformanceMaintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branchResolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilitiesEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Anand,Aurangabad,Bardoli,Vadodara,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Borivali,Chembur,Chowk,Dombivli,Gandhidham,Gandhinagar,Ghatkopar,Gondiya,Goregaon,Govandi,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mira,Morbi,Mumbai,Nagpur,Nanded,Naroda,Nashik,Panvel,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Valsad,Vapi,Vashi,Virar

ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in commerce and related streams Experience 3+ years experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location: Bengaluru,Chengalpattu,Chennai,Dharapuram,Ernakulam,Kannur,Kochi,Kollam,Kottayam,Kumbakonam,Madurai,Mayiladuthurai,Nagar,Palakkad,Perambalur,Puducherry,Tambaram,Tenkasi,Thiruvallur,Thrissur,Tirunelveli,Tiruppur,Tiruchirapalli,Vellore,Visakhapatnam

ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location: Bengaluru,Belgaum,Ballari,Bhadravati,Bijapur,Challakere,Chikkaballapura,Chintamani,Chitradurga,Davangere,Dharwad,Gadag,Kalburagi,Hassan,Haveri,Hospet,Hosakote,Jamkhandi,Kothamangalam,Maddur,Magadi,Malkajgiri,Mangaluru,Mapusa,Medchal,Mysuru,Nagar,Nelamangala,Puttur,Thrissur,Ramanujnagar,Rajanagaram,Shimoga,Sira,Tiptur,Tiruchirapalli,Tumkur,Udupi,Vasco Da Gama

Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition and existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects meet select prospects and manage the relationship thereafter Accompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement interaction Resolves the customer queries on various accounts FD RD remittances and third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documents Strictly adhere and maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning and Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilities Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location: Ahmedabad,Ahmednagar,Ambarnath,Ambejogai,Anand,Aurangabad,Vadodara,Beed,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Dombivli,Gandhidham,Gandhinagar,Gondiya,Goregaon,Himatnagar,Hyderabad,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mumbai,Nadiad,Nagpur,Nanded,Nashik,Navsari,Panvel,Pune,Pusad,Rajkot,Sangli,Satara,Shirpur,Solapur,Surat,Thane,Valsad,Vapi,Virar

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion 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 AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers 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 on various accounts, FD / RD, remittances &third party product InternalProcesses 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 usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS Qualifications Graduate,preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingnessto travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing DrivingExecution ManagingRelationships CustomerFocus KEYINTERACTIONS INTERNAL EXTERNAL BranchTeam Unsecured Loans (CRM, CRS); Secured Loans (LoanOfficers); Operations team RegionalProduct & Marketing team StateHR BCAgents Location - Alleppey,Ambur,Anupshahr,Arcot,Aruppukkottai,Chennai,Cherthala,Coimbatore,Coonoor,Cuddalore,Dharapuram,Dharmapuri,Erode,Gobichettipalayam,Gudalur,Hosur,Kannur,Karunagappally,Kollam,Kottarakkara,Kottayam,Kozhikode,Kunnamkulam,Mannargudi,Mayiladuthurai,Mettupalayam,Mylapore,Nagar,Nagercoil,Namakkal,Ooty,Palacode,Panruti,Paramathi-Velur,Paravoor,Paravur,Perambalur,Puducherry,Ramanathapuram,Rasipuram,Salem,Sathyamangalam,Sivakasi,Thanjavur,Thiruvaiyaru,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vellore,Virudhachalam

Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion 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 AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers 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 on various accounts, FD / RD, remittances &third party product InternalProcesses 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 usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Educational Qualifications Graduate,preferably in commerce and related streams Experience 3+years experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing Driving Execution Managing Relationships Customer Focus Location - Ambasamudram,Athni,Bagalkot,Bailhongal,Bengaluru,Bannerghatta,Belgaum,Ballari,Bhadravati,Bijapur,Challakere,Chamarajanagar,Channapatna,Chennai,Chikkaballapura,Chikodi,Chintamani,Chitradurga,Coimbatore,Davangere,Dharmapuri,Dharwad,Ernakulam,Gadag,Gauribidanur,Goa,Gokak,Kalburagi,Gundlupet,Hariharpara,Hassan,Haveri,Hebbal,Hospet,Hosakote,Hyderabad,Jamkhandi,Karunagappally,Kochi,Koppal,Kothamangalam,Maddur,Madhwapur,Magadi,Malkajgiri,Mangaluru,Mapusa,Mayiladuthurai,Medchal,Mylapore,Mysuru,Nagar,Nanjangud,Nelamangala,Peenya,Piriyapatna,Puducherry,Puttur,Thrissur,Rajahmundry,Ramanujnagar,Rajanagaram,Rangareddy,Shimoga,Sira,Shrirangapattana,Thanjavur,Thiruvaiyaru,Tiruvannamalai,Tiptur,Tumkur,Udupi,Vasco Da Gama,Vijayawada,Visakhapatnam,Yelahanka

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion 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 AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers 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 on various accounts, FD / RD, remittances &third party product InternalProcesses 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 usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Qualifications Graduate,preferably in commerce and related streams Experience 3+years experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language BehavioralSkills Courteouscustomer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing Driving Execution Managing Relationships Customer Focus Location - Alleppey,Ambasamudram,Anupshahr,Arcot,Aruppukkottai,Attur,Bengaluru,Ballari,Bodinayakanur,Channapatna,Chengalpattu,Chennai,Cherthala,Chitradurga,Coimbatore,Coonoor,Cuddalore,Cumbum,Davangere,Dharapuram,Dharmapuri,Dindigul,Ernakulam,Erode,Gadag,Gingee,Goa,Gobichettipalayam,Gudalur,Hosur,Hyderabad,Kanchipuram,Kannur,Karunagappally,Kochi,Kollam,Kottarakkara,Kottayam,Kovilpatti,Kozhenchery,Kozhikode,Krishnagiri,Kumbakonam,Kunnamkulam,Madhwapur,Madurai,Malkajgiri,Mannargudi,Mayiladuthurai,Medchal,Mettupalayam,Mylapore,Nagercoil,Namakkal,Ooty,Ottappalam,Palacode,Palakkad,Panruti,Paramathi-Velur,Paravoor,Paravur,Pathanamthitta,Pattukkottai,Perambalur,Periyakulam,Puducherry,Rajahmundry,Rajapalayam,Rajanagaram,Ramanathapuram,Rangareddy,Rasipuram,Salem,Sankarankoil,Sathyamangalam,Sivakasi,Tambaram,Tenkasi,Thanjavur,Theni,Thiruvaiyaru,Thiruvalla,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thiruvarur,Thrissur,Tiruchengode,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vaikom,Vasco Da Gama,Vellore,Vijayawada,Viluppuram,Virudhachalam,Visakhapatnam

811 CA /SA RO : 100% open market and field job-Target driven. Acquisition of Saving/Currentaccount from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product frommapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieveSaving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age Upto 25 Years

811 CA /SA RO : 100% open market and field job-Target driven. Acquisition of Saving/Currentaccount from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product frommapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieveSaving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age Upto 25 Years