Job Purpose Will be responsible to design and institutionalize best-in-class processes around Sales Compliance for multiple products across Rural Business. Goal will be of reducing incidents of compliance by continuously highlighting areas of lapses and implementing remedial measure to eliminate the same. Duties and Responsibilities 1. Identifying key triggers for sampling Understand different parameters and areas where lapses are possible, thereby identifying triggers on SFDC which can provide better catch rate.

This is a key productivity management activity.Once identified, creating SFDC reports for these triggers so that daily cases can be pulled without much delayAllocation of these cases for sampling ss per the trigger specific team memberUpdating customer calling script according to the trigger identified 2. Daily sampling rigor Allocate data for everyday sampling to ensure efficient product level coverage as agreed with business Ensure >95% coverage of all locations and managers every quarter - SLA agreed with businessEnsure >= targeted sampling count for the month, according to quarter planExecute special projects as received from Exe. VP / CBO / BH 3.

Quality check on defect findings Do sample cross checking of recordings related to the lapses found by team. This ensures only the right catch is passed on to field as a lapseUse the sampling call recordings as a tool to guide team for quality improvement 4. Business communication and rebuttal management Daily/Weekly/Monthly Catch Report shared with Field team.





Schedule calls & personal meetings with ZSM / NSMs / BH to update on lapse trends and suggest remedial actionsEnsure timely reverts to all communication received from business with supporting factsValid rebuttals to be updated and sampling team to taken through the same with focus on avoiding such mistakes in future 5. Actions implementation After month end and post sharing final report, close coordination with product managers for actions to be takenReleasing warning letters to FTE with help of HR teamCoordinating with Staffing team for off role actionsConfirmation to be taken on each action item and saved for future reference 6. Repository management Monthly updation of repository file to enable quick retrieval of data for MD / President / VP reviewsResponsible for crosschecking the accuracy of repositoryClubbing actions of RCU and Compliance to present a consolidated repository of lapses and actions taken for each individual 7.

Team management & development Carry out regular calls with team for training and current idea generationConnects for both personal and professional issuesProviding them ideas and challenges to learn new about systems & applications Key Decisions / Dimensions Following decisions are taken by the role:Severity of lapses which ultimately defines the action to be takenIncreasing / reducing sampling on particular product / location, basis available trends and productivity considerations Major Challenges Aligning business with actions to be taken in case of a lapse. Ensuring all actions are executed within the defined TAT Required Qualifications and Experience a) Qualifications: Graduate / Post graduate b) Work ExperienceMinimum 6 years of work experience5+ years of experience in managing sales in Term loan products / Financial products preferably in tier 2/3 towns

📌 Deputy Unit Manager - RCD - Product (Pune)
🏢 Bajaj Finance
📍 Pune