branch sales manager

Ujjivan Small Finance Bank Ltd.

Chengalpattu

On-site

INR 700,000 - 1,200,000

Full time

3 days ago

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Job summary

Ujjivan Small Finance Bank Ltd. invites applications for a Branch Sales Manager role based in the Branch Banking unit. You will lead a team of sales professionals, drive cross-sell across liabilities, investments and assets, and ensure smooth onboarding with customers.

The role emphasizes service excellence, strong process orientation, and achieving branch targets while maintaining compliance and quality customer interactions.

Qualifications

Graduation/MBA required.
5–6 years banking experience with 2+ years in retail.
Strong customer service and cross-sell focus.
Knowledge of liabilities & asset products.

Responsibilities

Drive branch sales of liability, investment and asset products.
Lead and train BDE/AAM/AM team to meet targets.
Ensure seamless onboarding and top-tier service.
Monitor branch profitability and prepare reports.
Ensure compliance with sales practices and timelines.

Skills

Team leadership

Sales & cross-selling

Customer service excellence

Product knowledge (liabilities & asset

Process orientation

Education

Graduation/MBA

Job description

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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