Deputy Manager-Financial Inclusion

Ujjivan Financial Services

0-1 Years

Not Disclosed

Surat, India

Posted 10 hours ago
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Job Description

POSITION DESCRIPTION

JOB TITLE : Deputy Manager-Financial Inclusion

GRADE : DM-I

DEPARTMENT : Social Services

LOCATION : HO/RO

SUB-DEPARTMENT : TYPE OF POSITION : Full-time

REPORTS TO : Regional Manager – Social Services

REPORTING INTO

NA

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.

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
SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

2,00,000 Budget to Manage Annually
3000+ Customers to train annually
KEY DUTIES & RESPONSIBILITIES OF THE ROLE

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 good 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 good reporting systems.

Learning and Performance

Attending training as and when nominated for.
MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

Graduate

Experience

Fresher/ 1 year of experience

Certifications

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.

Behavioral Skills

Strong communication skills
Quality Interpersonal skills, and ability understand the requirement and provide explanations in detail.
Must maintain a clean image and be professional in all approaches.
Excellent interpersonal & communication skills
Passion and desire towards training and sharing knowledge

Competencies Required