Branch Sales Manager

Ujjivan Small Finance Bank

Alappuzha

On-site

INR 800,000 - 1,400,000

Full time

44 hours ago
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Job summary

Ujjivan Small Finance Bank Ltd. in Kerala invites applications for Branch Sales Manager to drive sales and customer onboarding at the branch level. You will lead a team with BDE, AAM and AM, focusing on cross-selling banking products and maintaining strong service standards.

The role emphasizes process efficiency and customer-focused outcomes. You will coach the team, manage training, monitor KPIs and ensure timely resolution of complaints while building productive customer relationships and

Qualifications

  • Graduation/MBA required.
  • 5 to 6 years of experience with 2+ years in core retail banking.
  • Strong customer service focus and process orientation.

Responsibilities

  • Cross-sell liability, investment and asset products to existing and NTB customers.
  • Ensure seamless onboarding and best-in-class TAT and processing standards.
  • Resolve service complaints promptly and profile customers for suitable products.
  • Monitor competitors and provide feedback to improve offerings.
  • Build and train a strong branch sales team and streamline processes.
  • Communicate changes in processes and product knowledge to the team.

Skills

Timely service
Process orientation
Multitasking
Liabilities & assets knowledge
Compliance

Education

Graduation/MBA

Job description

POSITION DESCRIPTION

JOB TITLE : Branch Sales Manager

GRADE : SM

DEPARTMENT : Branch Banking

LOCATION : Branch

SUB-DEPARTMENT : TYPE OF POSITION : Full-time

REPORTS TO : Senior BM/BM

REPORTING INTO : BDE/AAM/AM

ROLE PURPOSE & OBJECTIVE

This role drives the Bank’s operational efficiency by consistently driving team’s productivity and achieving productivity benchmarks. Along with its team of BDE, AAM and AM, this role is responsible for sale of banks products. This role is also important to cultivate networks and partnerships toward existing Current account and Savings account customers and consistently work on Customers retention. Hence, the role incumbent executes action plans on how best to manage Customer Portfolios of existing accounts and to generate new customers. The role incumbent is highly oriented to Customer Service, takes ownership of all customer issues, proactively identifies possible issue and brings any open customer complaint to closure. This role is accountable to bring superior and efficient operationalization of processes on - Account opening, Fixed Deposits, etc.

SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

  • CASA Values – as per the branch
  • TD Targets – as per the branch
  • CASA Nos & Values – as per branch targets
  • TD Nos & Value -as per branch
  • Cross Sell
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business and customer
  • Cross sell of liability, investment and asset products to both existing and NTB customers.
Customer
  • Ensure seamless on-boarding experience for customers.
  • Ensuring best in class TAT and processing standards.
  • Ensuring that any service complaints are resolved in a timely manner.
  • Profiling customers and providing them with the right product.
  • Competitor watch and give relevant suggestion and feedback to constantly improvise products in-tune with the market.
Internal process
  • Build a strong team.
  • Working towards eliminating bottlenecks in the process and rejuvenating the customer journey with Ujjivan.
  • Timely training of team members so as to ensure product knowledge, change in processes are communicated in a timely manner downwards.
Innovation & Learning
  • Enhance on-job self-learning.
  • Ensure timely completion of training / learning programs assigned time to time for self and for the team.
MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS
Educational
  • Graduation/MBA
Qualifications
  • Graduation/MBA
Experience(Years and Core Experience Type)
  • 5 to 6 years of experience with 2+ years of core retail banking experience.
Certifications
  • NA
Functional Skills
  • Timely customer service
  • Process Orientation
  • Multitasking ability
  • Knowledge of liabilities & asset products
  • Compliance orientation
Behavioral Skills
  • Product and process knowledge
  • Able to motivate a team
  • Communication and management skills
  • Result oriented
Competencies
  • Planning and Organizing
  • Customer Focus
  • Managing Relationships
  • Driving Execution
  • Collaborating
  • Coaching
  • Business Acumen
  • Influencing
KEY INTERACTIONS
  • Business Team
  • Product team
  • Marketing Team

PREPARED BY: Priyanka Pal

DATE: 14-02-2024

REVIEWED BY: Jyothi Mohan

DATE: 15-02-2024

LAST UPDATED BY: TM Team

DATE: 17-02-2024

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