Branch Sales Manager

Ujjivan Small Finance Bank

Erode

On-site

INR 900,000 - 1,300,000

Full time

44 hours ago

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Job summary

Ujjivan Small Finance Bank Ltd. is seeking a Branch Sales Manager to lead the Branch Banking team, drive sales of bank products, and ensure excellent customer onboarding and service standards.

You will work with BDE, AAM and AM to achieve cross-sell targets and manage customer portfolios. You will also focus on enhancing process efficiency in account opening, fixed deposits, and related operations while building a high-performing team, maintaining regulatory compliance, and delivering superior

Qualifications

Graduation or MBA is required.
2+ years of core retail banking experience recommended; overall 5–6 years of relevant experience.
Strong customer focus and ability to profile customers and offer suitable products.

Responsibilities

Cross-sell of 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 professionally.
Profile customers and provide appropriate product recommendations.
Build and lead a strong team and drive process improvements.

Skills

Timely customer service

Process Orientation

Multitasking ability

Liabilities & asset products

Compliance orientation

Product and process knowledge

Team motivation

Communication skills

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