Role Details

1 Role Officer – Financial Inclusion

2 Location PAN India
3 No of positions 3

Position in Organization Hierarchy

The person/s he/she will directly report to, who will conduct their formal performance review
Details Name Role
Senior Advisor & Head
Appraiser M G Vaidyan
Financial Inclusion, Tata Trusts
Reviewer Srinath N CEO, Tata Trusts

Stakeholders
Program Design, Program Implementation, Themes, AOs,
Relationship (within organization)
Partnerships, Policy and Advocacy, other Horizontals

Relationship (outside organization) Lenders, Insurers, DFIs, Corporates, Government Bodies

Sr. No Brief Job Description

Developing strategies for taking financial services, especially credit and insurance, to the
1.
underserved areas of India.

Work closely with Tata Trusts high impact projects to help their beneficiaries adopt
2.
formal financial services.
Coordinate with Associate Organisations and Lenders/Insurers in bridging the
3.
information gap.
Build and maintain relationships with financial institutions, insurers, development
4.
financial institutions, Corporates and government agencies.

Monitor financial inclusion initiatives and periodically report to senior leadership of Tata
5.
Trusts.

6. Candidate must be willing to travel out of station (mostly rural locations).

Nature of work is highly dynamic, requiring complex problem solving, big thinking and
7.
rapid execution.

SIR DORABJI TATA TRUST•SIR RATAN TATA TRUST•JAMSETJI TATA TRUST•N.R. TATA TRUST•J.R.D. TATA TRUST
REG OFFICE: BOMBAY HOUSE, HOMI MODY STREET, MUMBAI – 400 001 Tel.: 6665 8282  Fax: 022-6665 8013, 022-2204 5427
ADMIN OFFICE: 26TH FLOOR, CENTRE 1, WORLD TRADE CENTRE, CUFFE PARADE, MUMBAI 400 005, INDIA Tel: 91 22 6135 8282 WEBSITE:
WWW.TATATRUSTS.ORG
Job Specifications:

Knowledge & Skills:

 Understanding of the impact of banking and insurance sector on rural economy

 Building and nurturing relationships in multi-stakeholder engagements
 Proficiency in project management and strategic thinking

 Exposure to managing a multi-stakeholder environment

 Excellent written and oral communication skills

 Proficiency in MS Office (Excel, Word and Powerpoint)

Competencies:
 Initiative and leadership

 Critical and analytical thinking

 Problem analysis

 Relationship management

 Dealing with ambiguity

 Adaptability

 Self-directed

Experience:
 Prior experience in social and development sector is desirable but not mandatory
 Proven track record in achieving targets
Qualifications:

 Undergraduate/ Post – Graduate from Top Institutions

SIR DORABJI TATA TRUST•SIR RATAN TATA TRUST•JAMSETJI TATA TRUST•N.R. TATA TRUST•J.R.D. TATA TRUST
REG OFFICE: BOMBAY HOUSE, HOMI MODY STREET, MUMBAI – 400 001 Tel.: 6665 8282  Fax: 022-6665 8013, 022-2204 5427
ADMIN OFFICE: 26TH FLOOR, CENTRE 1, WORLD TRADE CENTRE, CUFFE PARADE, MUMBAI 400 005, INDIA Tel: 91 22 6135 8282 WEBSITE:
WWW.TATATRUSTS.ORG