▷ [05/11/2025] Sales Officer

4 days ago

Bengaluru, India Ujjivan Small Finance Bank Full time

Job Description KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials - Adhere to all Service and Business metrics set for the unit - Inform and suggest new banking products to customers - Take leads/referrals for new bank accounts according to laid down rules and guidelines - Participate in marketing and awareness campaigns being executed through the phone banking channel to create an enlarged customer base - Ensure to dial 100 to 150 calls per day - Responsible for follow up and conversion of leads - Ensure constant monitoring of peer staff to ensure Zero instances of mis selling - Provide continual evaluation of processes and procedures - Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers Customer (Both Internal & External) - Consult customers on right products basis their financial needs - Provide splendid customer services to customers in a friendly and courteous manner at all times - Have sufficient knowledge about the banking products and services to respond to all customer inquiries accordingly - Improve customers banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay - Inform and educate customers on alternative/ digital channels of bank such as ATMs/ BCs / Internet & Mobile Banking - Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction - Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction - Ensure that customers confidential information is properly protected and only used for official purposes - Be involved in performing some financial related and marketing transactions - Channel complex customer complaints and challenges to the right departments for effective resolution Internal Process - Ensure defined number of calls are handled and defined metrics are maintained - Ensure that all the bank's policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties - Ensure all calls/leads are tagged/captured accurately in CRM/LMS/Excel - Help all other members of staff in other departments of the bank by liaising with them through healthy interactions - Handle small projects Innovation & Learning - Ensure adherence to training man-days/ mandatory training programs for self - Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self - Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank. - Mentor junior staff

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