Branch Sales Manager

Ujjivan Small Finance Bank

Palwal

On-site

INR 600,000 - 1,000,000

Full time

2 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Ujjivan Small Finance Bank is seeking a Branch Sales Manager to drive sales within the Branch Banking department. The role focuses on leveraging BDE, AAM and AM networks to grow accounts and improve customer onboarding and service levels.

The incumbent will lead a team, manage customer portfolios, and ensure efficient operation of account openings, fixed deposits and related processes while maintaining high service standards.

Qualifications

Graduation or MBA required.
Experience in retail banking is preferred.
Strong communication and customer service skills.

Responsibilities

Cross-sell liability, investment and asset products to existing and new customers.
Generate referrals from internal base and resolve customer service issues.
Prepare and review reports and file them accordingly.
Ensure branch sales practices comply with policies.
Meet business targets and identify sales opportunities.
Hire, train and mentor sales staff to achieve targets.
Self-source business based on opportunities and potential.

Skills

Timely customer service

Process orientation

Multitasking

Liabilities & assets knowledge

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.

Innovation & Learning