• POSITION DESCRIPTION JOB TITLE : Sales Manager-Semi Formal LAP GRADE : SM DEPARTMENT : MSME

LOCATION:
Branch SUB-DEPARTMENT : Business TYPE OF POSITION : Full time REPORTS TO : Area Business Manager/Circle Business Manager
- LAP REPORTING INTO Portfolio Relationship Manager
• ROLE PURPOSE & OBJECTIVE
• As Sales Manager, he or she will be responsible for achieving Business targets and managing healthy Portfolio, by ensuring timely repayments and controlling customer exits.
• This role seeks to drive business volume through the Direct Sales Agent (DSA) channel.
• SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE
• Monthly Business volume as per the business target, average monthly productivity of 40 – 75 lacs
• X-Bucket Collections as per defined norms
• Insurance cross-sell coverage on 100% of customers
• Family SA and Business CA sourcing
• Coordination with Credit Manager for case approval and CAD and Operations for case disbursement.
• Maintains Daily sales report and sharing with supervisor.
• Maintains DSA tracker for pay-out processing
• KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business
• Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established
• Identification and development of DSA channel, around the defined distance of the Sitting Hub
• Provides regular updates and training to DSA channel; Ensure payout to DSA are on time
• Create Awareness in the market through direct and indirect marketing
• Tracks competition in terms of rates, credit assessment, DSA payouts, marketing activities Customer




• Ensure customers are educated about all products/services offered by Ujjivan.
• Ensure lower customer attrition by providing different products as per customer requirement.
• Focus on lower TAT as per laid down standards. Internal process
• Ensure delinquency is within norms and does X-Bucket collection.
• Ensure First time right (FTR) logins, Disbursement within TAT (Turn-around time), Collection of OTC, PDD Learning & Performance
• Ensure that self is up to date on all relevant circulars and all products/services offered in the Branch
• Ensure adherence to training man-days/ mandatory training programs for self
• Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Bike or scooter with smart phone is mandatory for the role
• MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications
• Any Graduate Experience (Years and Core Experience Type)
• 2 – 4 years of experience in LAP or Mortgage sales
• At least 1-year experience in semiformal segment Certifications NA Other Requirement
• 2-Wheeler & Android Smart Phone Functional Skills
• Familiarity with Excel Behavioral Skills
• Diligent
• Willingness and ability to communicate with multiple people Competencies
• Dependability, Attention to detail
• KEY INTERACTIONS INTERNAL EXTERNAL
• Supervisors – Area Sales Manager, RBM
• Credit Manager, Legal Manager, Internal Valuer
• CAD, Operations
• DSA
• Legal and Technical Vendors PREPARED BY: Indrajeet Hari DATE : 12-04-2023 REVIEWED BY: Ashim Sarkar DATE : 05-01-2024 LAST UPDATED BY: TM Team DATE : 08-01-2024

📌 Sales Manager- Semi Formal LAP (Ahmedabad)
🏢 Ujjivan Small Finance Bank
📍 Ahmedabad