Ujjivan Financial Services
Website:
ujjivansfb.in
Job details:
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
- 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
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