Role purpose objective: Diksha and Chillar Bank are financial literacy programs which have been designed to give low-income families across India the knowledge and tools they need to save safely, reduce financial risk, and make informed, intelligent financial decisions. Preraka are key resources who help in executing this program by providing training to the customers.
Job Details
Job Title: Deputy Manager-Financial Inclusion
Grade: DM-I
Department: Social Services
Location: HO/RO
Type of Position: Full time
Reports To: Regional Manager Social Services
Reporting Into: NA
Responsibilities
Accomplishing the set Targets for Enrolment, Certification and Savings accounts for the Customers by educating them about various financial products.
Facilitate the access of necessary financial tools for the customers to help in financial planning. Support the Branch Teams with necessary coordination with the customers.
Maintaining and updating registers and MISs on time
Business
Educating and training the customers on various financial products and tools
Converting the interested customers for various financial products of Ujjivan
Facilitate the access of necessary financial tools for the customers to help in financial planning.
Support the Branch Teams with necessary coordination with the customers.
Customer
Impart trainings on the financial literacy programs to the customers to help them with better financial planning.
Record and furnish the feedback from the customer to the Supervisors.
Maintain positive work relationship Ujjivan Branch Team and its Supervisors for smooth functioning of the FLP activities at allotted branches.
Internal Process
Imparting training to beneficiaries
Training branches on our programs when required.
Maintenance of Registers and updating of MIS in time.
Regular maintenance of accurate MIS and positive reporting systems.
Learning and Performance
Attending training as and when nominated for.
Minimum Requirements
Educational Qualifications: Graduate
Experience: Fresher/1 year of experience
Certifications: NA
Functional Skills:
Basic Computer knowledge
Basic report writing skills.
Excellent Communication skills
Ability to train the beneficiaries who are uneducated or lacks basic education.
Ability in Local language Basic English
Interest for actively engaging with communities.
This job entails 100% travelling to field.