Branch Sales Manager

Ujjivan Small Finance Bank

Barnala

On-site

INR 1,000,000 - 1,600,000

Full time

8 days ago

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Job summary

Ujjivan Small Finance Bank in India invites a Branch Sales Manager to lead a sales team at the branch. You will drive cross-sell of liability, investment and asset products, manage referrals, and ensure smooth onboarding of customers while delivering superior service.

You will collaborate with internal teams, analyze branch profitability, recruit and train sales staff, and meet monthly targets. The role emphasizes compliance and customer-focused execution in a fast-paced retail banking

Qualifications

Graduation or MBA is required.
5–6 years total banking experience with 2+ years in retail banking.
Strong customer service mindset and sales drive.
Excellent communication and leadership abilities.

Responsibilities

Cross-sell of liability, investment and asset products to existing and NTB customers.
Generate referrals from internal base and address customer service issues.
Prepare and analyze branch profitability; file reports accordingly.
Hire and train sales resources and mentor them.
Ensure seamless onboarding experience for customers and timely processing.
Meet business targets and identify sales opportunities.
Profiling customers and offering the right products.
Ensure compliance to all sales practices in branch.

Skills

Cross-selling

Customer service excellence

Team leadership

Sales analytics

Relationship building

Communication skills

Liabilities & Asset products

Education

Graduation/MBA

Job description

POSITION DESCRIPTION

JOB TITLE : Branch Sales Manager

GRADE : SM

DEPARTMENT : Branch Banking

LOCATION : Branch

SUB-DEPARTMENT : Branch

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

Generate referrals from internal base and ensure customer service issues are addressed.
Generate and review reports and file them accordingly.
Administer and ensure compliance to all sales practices in branch.
Meet the business targets and identify sales opportunities.
Generate leads for new business and customers.
Prepare and analyze branch profitability.
Hiring of sales resources and providing them with the requisite training and handholding them.
Self-sourcing business basis opportunity and potential.

Internal process

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.

Innovation & Learning