Branch Sales Manager

Ujjivan Small Finance Bank

Krishnagiri District

On-site

INR 800,000 - 1,400,000

Full time

2 days ago

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Job summary

Ujjivan Small Finance Bank Ltd. in Branch Banking seeks a Branch Sales Manager to drive team productivity, manage customer portfolios, and ensure smooth onboarding and service standards. You will lead a team including BDEs, AAMs, and AMs to grow customers and stay customer-focused.

The role emphasizes cross-selling liabilities, investments and assets, maintaining top-notch TAT, and proactive issue resolution while building strong relationships with customers and partners.

Qualifications

Graduation/MBA required with 5–6 years of experience including 2+ years in retail banking.
Strong emphasis on cross-sell of liability, investment and asset products.
Demonstrated ability to lead and train a sales team within a branch setting.

Responsibilities

Cross sell of liability, investment and asset products to both existing and NTB customers.
Ensure seamless on-boarding experience for customers.
Ensure best in class TAT and processing standards.
Resolve service complaints promptly and profile customers to offer right products.
Monitor competitor activity and provide feedback to improve offerings.
Build and mentor a strong team; eliminate bottlenecks in processes and communicate changes timely.
Ensure timely training of team members on product knowledge and process updates.
Foster learning and on-job growth for self and team.

Skills

Timely customer service

Process Orientation

Multitasking ability

Knowledge of liabilities & asset

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.

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