Branch Sales Manager
Ujjivan Small Finance Bank
- POSITION DESCRIPTION
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 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
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
- 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.
- 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.
- 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.
- Enhance on-job self-learning.
- Ensure timely completion of training / learning programs assigned time to time for self and for the team.
- MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS
Qualifications
- Graduation/MBA
- 5 to 6 years of experience with 2+ years of core retail banking experience.
- NA
- Timely customer service
- Process Orientation
- Multitasking ability
- Knowledge of liabilities & asset products
- Compliance orientation
- Product and process knowledge
- Able to motivate a team
- Communication and management skills
- Result oriented
- Planning and Organizing
- Customer Focus
- Managing Relationships
- Driving Execution
- Collaborating
- Coaching
- Business Acumen
- Influencing
- KEY INTERACTIONS
EXTERNAL
- Business Team
- Product team
- Marketing Team
DATE: 14-02-2024
REVIEWED BY: Jyothi Mohan
DATE: 15-02-2024
LAST UPDATED BY: TM Team
DATE: 17-02-2024