Deputy Manager-Financial Inclusion

Ujjivan Small Finance Bank Ltd.; Surat; On-site; INR 180,000 - 220,000; Full time

Job summary

Ujjivan Small Finance Bank Ltd. in India is seeking a Deputy Manager-Financial Inclusion to educate low-income customers on financial products and tools. This role involves training beneficiaries, enrolling customers, and supporting branch teams.

It requires willingness to travel 100% to field locations and excellent communication to build relationships with communities. Graduate with 0–1 year experience preferred; strong local language skills and basic English are essential for effective

Qualifications

• Graduate with willingness to work in field locations.
• Strong communication and training abilities.
• Knowledge of local languages and basic English.

Responsibilities

• Educate and train customers on financial products and tools.
• Enroll and train beneficiaries for financial inclusion programs.
• Maintain MIS/register updates and report to supervisors.

Skills

Basic Computer knowledge

Basic report writing

Excellent communication

Train the beneficiaries

Local language & Basic English

Field travel commitment

Education

Graduate

Job description

POSITION DESCRIPTION

JOB TITLE : Deputy Manager-Financial Inclusion

GRADE : DM-I

DEPARTMENT : Social Services

LOCATION : HO/RO

SUB-DEPARTMENT : TYPE OF POSITION : Full-time

REPORTS TO : Regional Manager – Social Services

REPORTING INTO NA

ROLE PURPOSE & OBJECTIVE

Diksha and Chillar Bank are financial literacy programs which have been designed to give low-income families across India the knowledge and tools they need to save safely, reduce financial risk, and make informed, intelligent financial decisions. Preraka are key resources who help in executing this program by providing training to the customers.

• Accomplishing the set Targets for Enrolment, Certification and Savings accounts for the Customers by educating them about various financial products.
• Facilitate the access of necessary financial tools for the customers to help in financial planning Support the Branch Teams with necessary coordination with the customers.
• Maintaining and updating registers and MISs on time

SIZE OF THE ROLE

• 2,00,000 Budget to Manage Annually
• 3000+ Customers to train annually

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business

• Educating and training the customers on various financial products and tools
• Converting the interested customers for various financial products of Ujjivan
• Facilitate the access of necessary financial tools for the customers to help in financial planning.
• Support the Branch Teams with necessary coordination with the customers.

Customer

• Impart trainings on the financial literacy programs to the customers to help them with better financial planning.
• Record and furnish the feedback from the customer to the Supervisors.
• Maintain good work relationship Ujjivan Branch Team and its Supervisors for smooth functioning of the FLP activities at allotted branches.

Internal Process

• Imparting training to beneficiaries
• Training branches on our programs when required.
• Maintenance of Registers and updating of MIS in time.
• Regular maintenance of accurate MIS and good reporting systems.

Learning and Performance

• Attending training as and when nominated for.

MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

• Graduate

Experience

• Fresher/ 1 year of experience

Certifications

• NA

Functional Skills

• Basic Computer knowledge
• Basic report writing skills.
• Excellent Communication skills
• Ability to train the beneficiaries who are uneducated or lacks basic education.
• Ability in Local language & Basic English
• Interest for actively engaging with communities.
• This job entails 100% travelling to field.

Behavioral Skills

• Strong communication skills
• Quality Interpersonal skills, and ability understand the requirement and provide explanations in detail.
• Must maintain a clean image and be professional in all approaches.
• Excellent interpersonal & communication skills
• Passion and desire towards training and sharing knowledge

Competencies Required

• Building Relationship
• Collaboration

KEY INTERACTIONS

INTERNAL

• Ujjivan Departments – Branch Banking Team and Regional Leadership

EXTERNAL

• Other NGOs or other organizations working in the Social Sector

PREPARED BY: Premkumar G

DATE: 16-08-2022

REVIEWED BY: Sachin Jadhav

DATE: 12-12-2023

LAST UPDATED BY: TM Team

DATE: 06-01-2024