Corporate Salary Manager - Branch Banking

1. 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

1. 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.

1. 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.

1. 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

1. 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

1. 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