Job Description

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Deputy Manager-Financial Inclusion

Multiple locations








Department
WEST SUSTAINABLE BANKING
Job posted on
Nov 20, 2025
Employment type
Permanent

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 SIZE2,00,000 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
QualificationsGraduate

ExperienceFresher/ 1 year of experience

Certifications

NA

Functional SkillsBasic 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 SkillsStrong 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 RequiredBuilding Relationship Collaboration

KEY INTERACTIONS

INTERNAL

EXTERNAL

Ujjivan Departments - Branch Banking Team and Regional Leadership

Other NGOs or other organizations working in the Social Sector