This document provides information on the qualifications, job experience, role, responsibilities, and competencies required for a managerial position. It outlines requirements such as a graduate degree or 3 years of experience as an assistant branch manager. The job profile describes directing all operational aspects and overseeing financial reporting, staff training, and branch growth. Responsibilities include verifying loan documents, conducting tests, assigning staff, and maintaining records. Key competencies involve accounting, loan processing procedures, analytical skills, leadership, and staff management. The document emphasizes that a successful manager leads by example, has a strategic vision, knows the organization well, creates a happy work environment, and acts as a trainer.

1. MANAGERIAL SKILL
LEADER IN LINE
BY GD

2. AGENDA
 Requirement
 Qualification
 Job Experience
 Job Profile
 Role
 Responsibilities
 Competencies
 Accounting
 Operation Procedure
 Analytical Skill
 Leadership
 Staff Management
 A Successful Manager
 How can I become One

3.  Minimum : Graduate
 Or Must Served 3 years continuously as ABM
 With good track records
REQUIREMENTS
Qualification

4. COMPETITIVE ANALYSIS
TREY RESEARCH
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COMPETITIVE SERVICE
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5.  Job Profile
 Role
 Responsibilities
JOB PROFILE

6. JOB PROFILE
 Directing all operational aspects including
disbursement and recovery
 Responsible for documentation and record keeping of
loans, quality customer service, human resources,
administration and compliance of rules, regulations
and guidelines.
 Responsible for supervising and managing a branch.
 Oversee financial reporting, train staff, and grow
branch revenue.
 Duties include managing and supervising employees,
assisting customers, and providing excellent customer
service and keeping good relationship with customer

7. ROLE & RESPONSIBILITIES
1. Random Verification of Members (at least 2 members in a Group)
before loan disbursement.
2. Verification of Loan Documents
3. Conducting Group Recognition Test (GRT) (now, in presence of
Operation Head)
4. Fixing of Loan collection day and time
5. Assigning ROs for Centre formation and Loan Collection
6. Loan Sanction or Cancellation
7. Daily Verification of Day book and compulsory signature
8. Daily monitoring of Loan Collection
9. Maintaining safe custody of cash and assets of his/her Branch
Office
10.Minimise overdue accounts

8. ROLE & RESPONSIBILITIES
11.Sending Daily Reports to Head Office (Collection report,
Receipt and Payment etc)
12.Maintaining punctuality of Branch staff
13.Training & giving support to newly recruit assistants (RO’s and
Accountants)
14.Submission of Reports to A.M. / Operation Manager
15.Maintenance of Office and keeping neat & clean
16.Monitor and maintain quality services.
17.Asset Maintenance and reporting to Admin
18.Any other duty(s) assign by higher officer.

9. STRENGTHS
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S WEAKNESSES
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THREATS
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PRODUCT SWOT ANALYSIS

10.  Accounting
 Operation Procedure
 Analytical Skill
 Leadership
 Staff Management
COMPETENCIES

11. ACCOUNTING
Debit / Credit Account Heads
Income /
Expense
Opening /
Closing
Reporting
PROCESSCING
FEES
FINES
CAPITAL /
INTEREST
SALARY CONVEYA
NCE
MISC
EXPENSE
INCOME

12. LOAN
Loan procedures
PRODUCTS
Product identification
COLLECTION
Collection & entry in DCS
REFUND
Claim & refund
OPERATION PROCEDURES

13. ANALYTICAL SKILLS
Data Collection
Collecting data
aacurately
Report Making
Preparation of
report for the desire
information. Need to
know ratios.
Analysis
Information
provided in reports
should be compared
with previous
information
Decision making
Should have the
capability of
decision making
Action
Next course of
actions to be taken

14. LEADERSHIP
1. A leader is somebody that should perform,
himself, in such a way that can be followed by
others,”
2. “You have to lead by example”
3. Work hard, work with passion
4. showing by example what you need from people
5. creating a teamwork philosophy
6. The ability to INFLUENCE
7. Everything rises and falls on leadership

15. Creating more leader
Lead by example
VALUE PROPOSITION
COMPETENT INSPIRING
Able
Fast To Enter Things
Share Notes With
People
Single System
Resourceful
Losing Things
Locked Into A System
Sacrifice
Remember Things
Write Things Down
Save Information
Competent
Simple
Easy Syncing
Fast To Use
Inspiring
Everything
Everywhere
Never Forget
External Brain
Remember Everything
Visionary
Sync Across Devices
Include Images
Rich Metadata

16. STAFF MANAGEMENT
 MFI has two major resources: capital and people. Finance is essential, but it is only a tool in the hands
of our people.
 Staffing is the major share of a MFI’s operating budget.
 Organizational success depends upon careful attention to human resources and not simply finances

17.  5 Qualities of Successful Manager
A SUCCESSFUL
MANAGER

18. 1. LEAD BY EXAMPLE
National Domestic International
“A leader is somebody that should perform, himself, in such a way that can be followed by
others,”.
“You have to lead by example; you have to lead showing others what you want them to do, [by]
doing [it] yourself.
You have to lead, being the first one to keep motivated in your work. Work hard, work with
passion, work, you know, with love for what you are doing – showing by example what you need
from people, and creating a teamwork philosophy.”

19. 2. HAVE A STRATEGIC VISION
National Domestic International
A good manager should have a strategic vision for their company and employees.
He understand how each decision made will impact the future of the company and “not just
working for the day after or for tomorrow, but you are working for the medium/long term”.

20. 3. KNOW ALL THE ELEMENTS OF YOUR ORGANISATION
National Domestic International
Know your company inside and out. “You have to understand – very well – your organisation, all
involvement around your institution, in such a way that you can understand all key factors that
influence your company.”
A good manager should be a controller who can position themselves according to the new inputs
that they receive from their environment. “So [being a] controller is something that you should
have in your skills.”

21. 4. CREATE A HAPPY WORK ENVIRONMENT
National Domestic International
“You spend more time in your life working than at home,”.
“So, if that is the case, you need to be happy… if I can [sum up] in one word how people should
feel when they go to work, [I would say that] they should feel happy.”
It is important for employees, and managers, to feel content with the work they are doing and
their job purpose within the company.
“So, create this kind of environment with your staff.
Motivate people [in] being a team together.”

22. 5. BE A TRAINER
National Domestic International
“You should be a trainer,”
A good manager is always a trainer; is somebody that coaches his staff.”
Try every day to train your staff to perform tasks better in the future than he can in the present.

23. THANK YOU
GOJENDRA K.
+91 7005625204
APRIL@TREYRESEARCH.COM
TREY RESEARCH