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Branch Manager
Talentmate
India
23rd July 2026
2607-38489-586
Job Description
- POSITION DESCRIPTION
GRADE : CM
DEPARTMENT : Branch Banking
LOCATION : Branch
SUB-DEPARTMENT : TYPE OF POSITION : Full-time
REPORTS TO : Cluster Head/Regional Head – Branch Banking
REPORTING INTO
Direct Reporting
- RM
- BDE/AAM/AM
- 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 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.
- 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
NON-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
- Segment wise book (NR, Senior Citizen, HNI etc) – as per the branch
- Number target for all the respective products.
- CA
- SA
- TASC
- Snr Citizen
- HNI
- NR
- KEY DUTIES & RESPONSIBILITIES OF THE ROLE
- 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.
- Ensure customers are educated about all products/services offered by Ujjivan
- Ensure courteous customer service is offered to customers by the branch staff
- Reduce customer attrition by guiding CCR(s) on exit interviews, customer engagement programs etc.
- Lead customer connect initiatives in the branch vicinity
- Oversee and ensure efficiency in branch/ATM operations through adherence to TAT for various internal and customer end processes; drive utilization of alternate channels
- Ensure compliance with banking guidelines, quality framework and audit requirements; ensure speedy resolution of any audit observations and take necessary steps to prevent recurrence,
- Monitor, control & minimize all expenses in the Branch, such as telephone, consumption of stationery, computer consumables, electricity and other overheads without sacrificing quality
- Oversee accurate cash management and tallying of accounts in the system through the Cashier
- Accountable for branch safety including security of cash/vault etc.
- Ensure that all members of the Branch staff are 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 and reportees
- Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self and reportees
- Monitor performance of staff against defined goals/metrics and take corrective action wherever required; undertake disciplinary and attendance monitoring for liabilities sales team and branch operations team
- Coordinate with state HR on people related matters; support branch activities to foster teamwork and continuously make Ujjivan a great place to work
- Ensure coordination between staff of different teams, to build a collaborative spirit and shared sense of purpose (which could also enable cross-sell and overall target achievement)
- MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS
Qualifications
- Graduate in Commerce/Business/Economics or related subjects. PGDM/ MBA from a Tier 2 or 3 college preferred
- Should have overall experience of 7-12 Years in core banking sales with good knowledge of banking products and regulatory requirements in banking/micro-finance.
- Should have worked as a Branch Manager for at least 1-2 years.
Functional Skills
- Sales & marketing skills – across multiple products.
- Should have managed a deposit book of 25 to 75 Cr.
- Knowledge on liabilities products & unsecured loans products
- Knowledge of basic accounting and finance administration
- Analytical skills
- Process & Compliance Orientation: Knowledgeable on KYC norms/guidelines for liabilities & unsecured loans
- Managing Customer Relations and excellent service orientation and relationship management skills
- Communication Skills - fluent in the local language & English
- Ability to manage teams and drive performance. Should have managed a team of 7 to 15 staff.
- Achievement/Performance oriented
- Product knowledge
- Training Skills
- Willingness to travel & relocation as per business requirements and career opportunities
- Planning and Organizing
- Customer Focus
- Managing Relationships
- Driving Execution
- Collaborating
- Coaching
- Business Acumen
- Influencing
- KEY INTERACTIONS
EXTERNAL
- Regional Product & Marketing team
- State HR
- Cluster Operations Excellence Manager
- Regional Service Quality
- Regional Admin & Infra
- SPOC - ATM
- Regional Audit Manager
- Cash management agencies
- BC Agents
- Civil/Electrical infra vendors
- ATM vendors
- SLBC
- Other banks in vicinity
- Community forums
DATE: 14-02-2024
REVIEWED BY: Jyothi Mohan
DATE: 15-02-2024
LAST UPDATED BY: TM Team
DATE: 17-02-2024
Job Details
| Role Level: | Not Applicable | Work Type: | Full-Time |
|---|---|---|---|
| Country: | India | City: | Ahmedabad ,Gujarat |
| Company Website: | https://www.ujjivansfb.in | Job Function: | General Management |
| Company Industry/ Sector: |
Other | ||
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