Job Description

  • POSITION DESCRIPTION

JOB TITLE

Corporate Salary Manager-Branch Banking

GRADE : CM

DEPARTMENT

Retail Liabilities & TASC

LOCATION : Branch

SUB-DEPARTMENT

Branch Banking

TYPE OF POSITION : Full-time

REPORTS TO

Regional Head-Corporate Salary

REPORTING INTO

NA

  • ROLE PURPOSE & OBJECTIVE
  • This role is responsible to manage corporate salary account fulfilment and service along with acquiring new customers for liabilities from open market.
  • The incumbent will assist the region in sales fulfilment and servicing the corporate and corporate salary account holders and enhance relationship with the existing customers by cross-selling products and services as per the profile & need of the customers.
  • The role is also responsible for on-boarding customers over Ujjivan Digital channels and drive usage of digital of channels.
  • SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

  • Entire Corporate Salary portfolio for the region: 25 Crs
  • Customer size: 5,000
  • TPP income: 10 Lacs
  • Forex Fee income: NIL
  • Other income such as MF etc: 0.50 Lacs/month
  • Interact & collaborate with various stakeholders of the region.
  • Cross sell of RD, FD, Insurance, Assets etc. which helps in value build up.
  • Ensure product mix for sale of high value variants & quality of acquisition.
  • KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business

  • Meets the set targets on liabilities in terms of opening new accounts & driving salary upload for the existing customer
  • Maintains the database of the corporate prospects, assists region in acquisition of the corporates and services the relationships thereafter
  • Understands needs and Cross sells to customers who meet the criteria for different liability and TPP products as per the profile of the customer
  • Generates leads for asset products (PL, Hl, VL etc.) of Ujjivan and passes quality leads to respective team
  • Shares customer insights/product and process related feedback with the Corporate Salary Manager
  • Ensure a monthly salary credit percentage of 70% and above each month

Customers

  • Interacts with customers in a courteous and professional manner; provides prompt, efficient and accurate services
  • Plans and implements customer engagement drives and on-boards customer on Ujjivan digital channels for day-to-day transactions
  • Resolves the customer queries on salary account, FD / RD, remittances & TPP products
  • Assists customers on Ujjivan asset products and get in touch with concerned team in branch

Internal Processes

  • Guides the customer to fill the ‘Account Opening Form’; ensures receipt and verification of KYC documents; obtains customer signatures on all mandatory documents
  • Guides corporate in documentation for company code creation
  • Strictly adheres & maintains compliance to KYC norms

Learning & Performance

  • Maintains up to date knowledge of the Corporate Salary Product and other liabilities products along with working knowledge of other products offered in the branch
  • Ensures adherence to training man-days/ mandatory training programs for self
  • Ensures goal setting, mid-year review and performance appraisal processes are completed within specified timelines
  • MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

  • Graduate or Post Graduate, preferably in commerce and related streams

Experience

  • 7-10 years of experience with minimum 3+ years in Corporate Salary Business.
  • Strong experience in managing corporate relationships and payroll banking solutions.

Certifications

Functional Skills

  • Knowledge on retail banking products
  • Documentation skills
  • Process compliance focus
  • Communication skills: fluent in the local language/English

Behavioral Skills

  • Courteous customer service skills
  • Time Management
  • Selling skills
  • Telephonic cold calling skills
  • Willingness to travel & relocation as per business requirements and career opportunities

Competencies

  • Execution
  • Customer Focus
  • Managing Relationships
  • Decision Making
  • Delegation
  • KEY INTERACTIONS

INTERNAL

EXTERNAL

  • Branch Team – BM and Sales teams; Operations team
  • Regional Product & Marketing team
  • State HR

NA

PREPARED BY Liju Thomas

DATE 29 th May’25

REVIEWED BY Hitendra Jha

DATE 29 th May’25

LAST UPDATED BY TM Team

DATE 05 th June’25


Job Details

Role Level: Not Applicable Work Type: Full-Time
Country: India City: Pune Division ,Maharashtra
Company Website: https://www.ujjivansfb.in Job Function: Compensation & Benefits
Company Industry/
Sector:
Other

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