POSITION DESCRIPTION JOB TITLE : Sales Manager-Semi Formal LAP GRADE : SM DEPARTMENT : MSME LOCATION : Branch SUB-DEPARTMENT : Business TYPE OF POSITION : Full time REPORTS TO : Area Business Manager/Circle Business Manager - LAP REPORTING INTO Portfolio Relationship Manager ROLE PURPOSE & OBJECTIVE

As Sales Manager, he or she will be responsible for achieving Business targets and managing healthy Portfolio, by ensuring timely repayments and controlling customer exits. This role seeks to drive business volume through the Direct Sales Agent (DSA) channel. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Monthly Business volume as per the business target, average monthly productivity of 40 – 75 lacs X-Bucket Collections as per defined norms Insurance cross-sell coverage on 100% of customers Family SA and Business CA sourcing Coordination with Credit Manager for case approval and CAD and Operations for case disbursement.

Maintains

Daily sales report and sharing with supervisor. Maintains DSA tracker for pay-out processing KEY DUTIES &

RESPONSIBILITIES OF THE ROLE Business Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established Identification and development of DSA channel, around the defined distance of the Sitting Hub Provides regular updates and training to DSA channel; Ensure payout to DSA are on time Create Awareness in the market through direct and indirect marketing Tracks competition in terms of rates, credit assessment, DSA payouts,



marketing activities Customer Ensure customers are educated about all products/services offered by Ujjivan. Ensure lower customer attrition by providing different products as per customer requirement. Focus on lower TAT as per laid down standards. Internal process Ensure delinquency is within norms and does X-Bucket collection.

Ensure

First time right (FTR) logins, Disbursement within TAT (Turn-around time), Collection of OTC, PDD Learning & Performance Ensure that self is up to date on all relevant circulars and all products/services offered in the Branch Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Bike or scooter with smart phone is mandatory for the role MINIMUM REQUIREMENTS OF KNOWLEDGE &

SKILLS Educational Qualifications Any Graduate Experience (Years and Core Experience Type) 2 – 4 years of experience in LAP or Mortgage sales At least 1-year experience in semiformal segment Certifications NA Other Requirement 2-Wheeler & Android Smart Phone Functional Skills Familiarity with Excel Behavioral Skills Diligent Willingness and ability to communicate with multiple people Competencies Dependability, Attention to detail KEY INTERACTIONS INTERNAL EXTERNAL Supervisors – Area Sales Manager, RBM Credit Manager, Legal Manager, Internal Valuer CAD, Operations DSA Legal and Technical Vendors PREPARED BY: Indrajeet Hari DATE : 12-04-2023 REVIEWED BY: Ashim Sarkar DATE : 05-01-2024 LAST UPDATED BY: TM Team DATE : 08-01-2024

📌 Sales Manager-Semi Formal LAP-TN&KA (Madurai)
🏢 Ujjivan Small Finance Bank
📍 Madurai