Branch Sales Manager

Ujjivan Small Finance Bank

Karnal

On-site

INR 800,000 - 1,200,000

Full time

9 days ago

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Job summary

Ujjivan Small Finance Bank is seeking a Branch Sales Manager in a branch role. Lead a team to achieve sales targets, drive cross-sell across liabilities, assets, and investments, and ensure high-quality customer onboarding and service. Build strong customer portfolios and manage reports for profitability.

You will mentor BDE/AAM/AM teams, hire resources, and ensure process discipline while delivering superior customer experiences in a branch setting.

Qualifications

Graduation or MBA is required.
5–6 years total experience with 2+ years in retail banking.
Sales and customer service experience essential.
Knowledge of banking products and processes.

Responsibilities

Drive branch sales targets for banking products.
Lead and coach BDE/AAM/AM teams.
Cross-sell liabilities, investments and assets.
Ensure seamless customer onboarding and service.
Prepare branch profitability and reports; monitor KPIs.
Recruit, train and mentor sales resources.

Skills

Timely service

Process orientation

Multitasking

Liabilities & assets

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

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

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

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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