Reports To: Cluster Head/Regional Head - Branch Banking
Direct Reporting: RM; bde/aam/am
Dotted Line Reporting: BOO/BOSM
Role Purpose Objective
- This role is responsible for driving the entire business targets for liabilities assigned to the branch; manage exceptional customer service, proactive sales setting and efficient branch operations, while adhering to regulations/compliance requirements; focus on retaining existing customers, increasing the customer base and cross-selling Ujjivan's products and services; oversee branch operations, cash management and service quality; work closely with product and marketing teams to drive campaigns at their branches.
- The incumbent monitors daily performance of branch staff and manages a team of 5 to 7 employees.
- This role is applicable only to Gold Silver Branches.
Size of the Role
Financial Size
- Entire liability target for the branch
- CASA Book - as per the branch
- TASC Book - as per the branch
- BB-FIG Book - as per the branch
- Segmentwise book (NR, Senior Citizen, HNI etc) - as per the branch
Non-Financial Size
- Number target for all the respective products.
- CA
- SA
- TASC
- Senior Citizen
- HNI
- NR
Key Duties Responsibilities of the Role
Business
- Implement branch specific marketing communication strategies to continuously strengthen the Ujjivan brand.
- This role is responsible for driving the entire business targets for liabilities assigned to the branch.
- Manage exceptional customer service, proactive sales environment and efficient branch operations, while adhering to regulations/compliance requirements
- Focus on retaining existing customers, increasing the customer base and cross-selling Ujjivan's products and services
- Oversee branch operations, cash management and service quality; work closely with product and marketing teams to drive campaigns at their branches.
- Monitor daily performance of branch staff.
- To manage a team of 5 to 7 employees.
- Cascade targets the branch targets to the respective staffs and ensure achievement is tracked through periodic reviews.
- Ensure all deferrals taken are cleared within the specific period.
- Monitor the overall portfolio of the branch; ensure adherence to compliance and regulatory norms are met.