ROLEPURPOSE & OBJECTIVE

- Thisrole is responsible for driving the entire business targets forliabilities assigned to the branch; Manage exceptional customerservice, proactive sales setting and efficient branchoperations, while adhering to regulations / compliancerequirements; Focus on retaining existing customers, increasingthe customer base and cross-selling Ujjivan s products andservices; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drivecampaigns at their branches.
- Thisrole monitors daily performance of branch staff and manages ateam of 10 to 15 employees.
- Thisrole manages leadership reporting of BOO/BOSM & BSM.
- Incertain cases will have dotted line reporting of few Silver &Gold; Branch Heads reporting to them
- Thisrole is assigned higher targets for their respective branches andis applicable only to Platinum & Titanium Branches.

1. SIZEOF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE

- Entireliability target for the branch
- CASABook as per the branch
- TASCBook as per the branch
- BB-FIGBook as per the branch
- Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch

- Numbertarget for all the respective products.
- CA
- SA
- TASC
- SnrCitizen
- HNI
- NR

1. KEYDUTIES & RESPONSIBILITIES OF THE ROLE

Business

- Implementbranch specific marketing & communication strategies tocontinuously strengthen the Ujjivan brand.
- Thisrole is responsible for driving the entire business targets forliabilities assigned to the branch.
- Manageexceptional customer service, proactive sales environment andefficient branch operations, while adhering toregulations/compliance requirements
- Focuson retaining existing customers, increasing the customer base andcross-selling Ujjivan s products and services
- Overseebranch operations, cash management and service quality; workclosely with product and marketing teams to drive campaigns attheir branches.
- Monitordaily performance of branch staff.
- Tomanage a team of 10 to 15 employees.
- Tomanage leadership reporting of BOO/BOSM & BSM
- Incertain cases, they will have a dotted line reporting of fewSilver & Gold Branch Heads reporting to them
- Willbe assigned higher targets for their respective branches.
- Cascadetargets the branch targets to the respective staffs and ensureachievement is tracked through periodic reviews.




- Ensureall deferrals taken are cleared within the specific period.
- Monitorthe overall portfolio of the branch; ensure adherence tocompliance and regulatory norms are met

Customers

- Ensurecustomers are educated about all products/services offered byUjjivan
- Ensurecourteous customer service is offered to customers by the branchstaff
- Reducecustomer attrition by guiding CCR(s) on exit interviews, customerengagement programs etc.
- Leadcustomer connect initiatives in the branch vicinity

InternalProcess

- Overseeand ensure efficiency in branch/ATM operations through adherenceto TAT for various internal and customer end processes; driveutilization of alternate channels
- Ensurecompliance with banking guidelines, quality framework and auditrequirements; ensure speedy resolution of any audit observationsand take necessary steps to prevent recurrence,

ensurecompliance with Know Your Customer (KYC), Anti- Money Laundering(AML), audit and other regulations & applicable laws in thebranch

- Monitor,control & minimize all expenses in the Branch, such astelephone, consumption of stationery, computer consumables,electricity and other overheads without sacrificing quality
- Overseeaccurate cash management and tallying of accounts in the systemthrough the Cashier
- Accountablefor branch safety including security of cash/vault etc.

Learning& Performance

- Ensurethat all members of the Branch staff are up to date on allrelevant circulars and all products/services offered in theBranch
- Ensureadherence to training man-days/ mandatory training programs forself and reportees
- Ensuregoal-setting, mid-year review and annual appraisal process withinspecified timelines for self and reportees
- Monitorperformance of staff against defined goals/metrics and takecorrective action wherever required; undertake disciplinary andattendance monitoring for liabilities sales team and branchoperations team




- Coordinatewith state HR on people related matters; support branchactivities to foster teamwork and continuously make Ujjivan agreat place to work
- Ensurecoordination between staff of different teams, to build acollaborative spirit and shared sense of purpose (which couldalso enable cross-sell and overall target achievement)

1. MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

- Graduatein Commerce/Business/Economics or related subjects. PGDM/ MBAfrom a Tier 2 or 3 college preferred

Experience

- Shouldhave overall experience of 8-12 Years in core banking sales withgood knowledge of banking products and regulatory requirements inbanking.
- Shouldhave worked as a Branch Manager for at least 2-3 years.

Certifications

FunctionalSkills

- Sales& marketing skills across multiple products.
- Shouldhave managed a deposit book of 75 to 300 Cr.
- Knowledgeon liabilities products & unsecured loans products
- Knowledgeof basic accounting and finance administration
- Analyticalskills
- Process& Compliance Orientation: Knowledgeable on KYCnorms/guidelines for liabilities & unsecured loans

BehavioralSkills

- ManagingCustomer Relations and excellent service orientation andrelationship management skills
- CommunicationSkills - fluent in the local language & English
- Abilityto manage teams and drive performance. Should have managed a teamof 7 to 15 staff.
- Achievement/Performanceoriented
- Productknowledge
- TrainingSkills
- Willingnessto travel & relocation as per business requirements andcareer opportunities

Competencies

Planningand Organizing

CustomerFocus

ManagingRelationships

DrivingExecution

Collaborating

Coaching

BusinessAcumen

Influencing

1. KEYINTERACTIONS

INTERNAL

EXTERNAL

RegionalProduct & Marketing team

StateHR

ClusterOperations excellence Manager

RegionalService Quality

RegionalAdmin & Infra

SPOC- ATM

RegionalAudit Manager

Cashmanagement agencies

BCAgents

Civil/Electricalinfra vendors

ATMvendors

SLBC

Otherbanks in vicinity

Communityforums

Location - Nagar,New Delhi,Faridabad,Meerut,Jaipur,Kishangarh,Haridwar,Dehradun,Jodhpur,Saharanpur,Chandigarh,Agra,Hisar,Jind,Bathinda,Aligarh,Ludhiana,Firozpur,Jalandhar,Amritsar,Indore,Kaithal,Kurukshetra,Barnala,Moradabad,Gwalior,Sangamner,Raipura,Bilaspur,Sohna,Gurugram,Kidwai,Kanpur,Varanasi,Prayagraj,Chowk,Lucknow,Bhopal,Dwarka,Udaipur,Gorakhpur,Noida,Mohali,Sirsa,Dabwali,Indira

📌 Senior Branch Manager (Nagar)
🏢 Ujjivan Small Finance Bank
📍 Nagar