Diksha and Chillar Bank are financialliteracy programs which have been designed to give low-incomefamilies across India the knowledge and tools they need to savesafely, reduce financial risk, and make informed, intelligentfinancial decisions. Prerakaare key resources who help in executing this program by providingtraining to the customers.
Job Title: Preraka
Grade: DM-I
Department: Social Services
Location: HO/RO
Type of Position: Full time
Reports To: Regional Manager a" SocialServices
Reporting Into: NA
Role Purpose Objective
- Accomplishingthe set Targets for Enrolment, Certification and Savings accountsfor the Customers by educating them about various financialproducts.
- Facilititatethe access of necessary financial tools for the customers to helpin financial planning. Support the Branch Teams with necessarycoordination with the customers.
- Maintainingand updating registers and MISs on time
Size of the Role
Financial size
- 2,00,000 Budget to Manage Annually
Non-financial size
- 3000+ Customers to train annually
Key Duties Responsibilities of the Role
Business
- Educatingand training the customers on various financial products andtools
- Convertingthe interested customers for various financial products ofUjjivan
- Facilitatethe access of necessary financial tools for the customers to helpin financial planning.
- Supportthe Branch Teams with necessary coordination with the customers.
Customer
- Impart trainings on the financialliteracy programs to the customers to help them with betterfinancial planning.
- Record and furnish the feedback fromthe customer to the Supervisors.
- Maintain good work relationshipUjjivan Branch Team and its Supervisors for smooth functioning ofthe FLP activities at allotted branches.
Internal Process
- Impartingtraining to beneficiaries
- Training branches on our programswhen required.
- Maintenanceof Registers and updating of MIS in time
- Regular maintenance of accurate MISand good reporting systems.