Preraka- Social Services
Ujjivan Small Finance Bank · Mumbai · onsite · Posted 56d ago
Undisclosed1–6 yrsfulltimeSourced from
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About this role
Job Summary
Role Purpose Objective
Size of the Role
Financial size
Non-financial size
Key Duties Responsibilities of the Role
Business
Customer
Internal Process
Learning and Performance
Minimum Requirements of Knowledge Skills
Educational Qualifications
Experience
Certifications
Location - Pune,Ambarnath,Thane,Mumbai,Surat,Vadodara,Nagar,Aurangabad,Chowk,Rajkot,Bardoli
Diksha and Chillar Bank are financialliteracy programs which have been designed to give low-incomefamilies across India the knowledge and tools they need to savesafely, reduce financial risk, and make informed, intelligentfinancial decisions. Prerakaare key resources who help in executing this program by providingtraining to the customers.
Job Title: Preraka
Grade: DM-I
Department: Social Services
Location: HO/RO
Type of Position: Full-time
Reports To: Regional Manager a" SocialServices
Reporting Into: NA
Role Purpose Objective
- Accomplishingthe set Targets for Enrolment, Certification and Savings accountsfor the Customers by educating them about various financialproducts.
- Facilititatethe access of necessary financial tools for the customers to helpin financial planning. Support the Branch Teams with necessarycoordination with the customers.
- Maintainingand updating registers and MISs on time
Size of the Role
Financial size
- 2,00,000 Budget to Manage Annually
Non-financial size
- 3000+ Customers to train annually
Key Duties Responsibilities of the Role
Business
- Educatingand training the customers on various financial products andtools
- Convertingthe interested customers for various financial products ofUjjivan
- Facilitatethe access of necessary financial tools for the customers to helpin financial planning.
- Supportthe Branch Teams with necessary coordination with the customers.
Customer
- Impart trainings on the financialliteracy programs to the customers to help them with betterfinancial planning.
- Record and furnish the feedback fromthe customer to the Supervisors.
- Maintain good work relationshipUjjivan Branch Team and its Supervisors for smooth functioning ofthe FLP activities at allotted branches.
Internal Process
- Impartingtraining to beneficiaries
- Training branches on our programswhen required.
- Maintenanceof Registers and updating of MIS in time
- Regular maintenance of accurate MISand good reporting systems.
Learning and Performance
- Attendingtraining as and when nominated for
Minimum Requirements of Knowledge Skills
Educational Qualifications
- Graduate
Experience
- Fresher/1 year of experience
Certifications
- NA
Location - Pune,Ambarnath,Thane,Mumbai,Surat,Vadodara,Nagar,Aurangabad,Chowk,Rajkot,Bardoli
Sourced from naukri
Skills
Financial riskfinancial toolsFinancial ProductsmaintenanceFinancial PlanningSocial Services
About Ujjivan Small Finance Bank
Ujjivan Small Finance Bank
Banking
24.4k+
employees
2017
9 years old
Bangalore/Bengaluru, Karnataka
India
About
Empowers financial inclusion across India, serving over 90 lakh customers with over ₹6,400 crore profit and a strong focus on inclusive, tech-led banking.
Industries
BankingFinancial Services
Employee ratings
7,630 reviews
4.0/ 5
Culture
4.0
Career growth
3.5
Work-life
3.9
Employees rate it well for
Work Culture689Salary511Work Life Balance407Work Environment388Senior Management339
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