Branch Sales Manager

Ujjivan Small Finance Bank

Bathinda

On-site

INR 900,000 - 1,200,000

Full time

4 days ago

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Job summary

Ujjivan Small Finance Bank – Branch Banking department is seeking a Branch Sales Manager. The role focuses on driving team productivity, selling bank products, and managing customer onboarding and service standards at the branch level.

The incumbent will lead a team including BDE, AAM and AM, cultivate partnerships, achieve sales targets, and ensure smooth processes from account opening to deposits. Strong customer service and process oversight are essential.

Qualifications

Graduation/MBA required.
5–6 years of experience in retail banking, with 2+ years core retail banking.
Certifications: NA.

Responsibilities

Cross-sell liabilities, investments and assets to existing and new-to-bank customers.
Generate referrals from internal base and resolve service issues.
Generate and file branch reports.
Ensure compliance with all branch sales practices.
Meet targets and identify sales opportunities.
Generate leads for new business.
Prepare and analyze branch profitability.
Hire and train sales resources.
Self-source business opportunities.
Ensure seamless customer onboarding.
Ensure best-in-class TAT and processing.
Resolve service complaints promptly.
Profile customers and offer suitable products.
Monitor competitors and suggest market-aligned products.
Build a strong team.
Eliminate process bottlenecks and improve journey.
Timely team training on product knowledge and process changes.
Enhance on-job learning.
Ensure timely completion of training programs.

Skills

Timely customer service

Process Orientation

Multitasking ability

Liabilities & assets

Compliance orientation

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.

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.

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.

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