Preraka, Social Services

About the Role

• Position Title: Preraka
• Grade: DM-I
• Department: Social Services
• Location: HO/RO
• Type of Position: Full-time
• Reports To: Regional Manager – Social Services

Role Purpose & Objective

The Preraka role is central to executing the Diksha and Chillar Bank financial literacy programs. These programs aim to equip low-income families in India with the knowledge and tools for safe saving, financial risk reduction, and informed financial decision-making. Prerakas provide essential training to customers to achieve program objectives.

Key Responsibilities

• Business
• Achieve targets for customer enrolment, certification, and savings accounts by educating customers on various financial products.
• Facilitate customer access to necessary financial tools for financial planning.
• Support Branch Teams with customer coordination.
• Maintain and update registers and MIS on time.
• Educate and train customers on various financial products and tools.
• Convert interested customers for various financial products of Ujjivan.
• Customer
• Deliver financial literacy program trainings to customers for improved financial planning.
• Record and furnish customer feedback to Supervisors.
• Maintain good working relationships with Ujjivan Branch Teams and Supervisors for smooth execution of FLP activities.
• Internal Process
• Impart training to beneficiaries.
• Train branches on programs when required.
• Maintain registers and update MIS in a timely manner.
• Regularly maintain accurate MIS and good reporting systems.
• Learning and Performance
• Attend training sessions as nominated.

Size of the Role

• Financial Size: Up to ₹2,00,000 budget to manage annually.
• Non-Financial Size: Train 3000+ customers annually.

Requirements & Tech Stack

• Functional Skills:
• Basic Computer knowledge
• Basic report writing skills
• Excellent Communication skills
• Ability to train beneficiaries who are uneducated or lack basic education.
• Proficiency in Local language & Basic English.
• Interest in actively engaging with communities.
• This job requires 100% travel to the field.
• Behavioral Skills:
• Strong communication skills.
• Quality interpersonal skills, with the ability to understand requirements and provide detailed explanations.
• Professionalism and a clean image in all approaches.
• Excellent interpersonal and communication skills.
• Passion and desire for training and knowledge sharing.
• Competencies Required:
• Building Relationship
• Collaboration

Qualifications

• Educational Qualifications: Graduate
• Experience: Fresher / 1 year of experience
• Certifications: None specified

Key Interactions

• Internal: Ujjivan Departments – Branch Banking Team and Regional Leadership.
• External: Other NGOs or organizations working in the Social Sector.