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Job Role

100% achievement of the assigned targets.

Taking initiative with team for Marketing activities , leafleting , Canopy with team , Identifying recent source of business prospect and areas

Coordinating with prospective customer and existing customers for sourcing current business , arranging meeting with existing customer at their places and arrange meeting with customer and office for other places - like customer meal , meeting , gathering .

Serving customer queries and Build up customer relationship and develop brand value in the market.

Attending all the customer queries and providing resolution of their issues accordingly.

Portfolio Management in Co-ordination with Collection department, collective executive , collection visits , ECS and ACH collection

Physical verification of customer's residence, business and any other asset crucial from credit point of view and verification of photographs taken by RO , verification of legal papers in originals , checking the title document chain , checking property verification with legal documents , checking the reference of business .

Coordinating with FI, Collection , Valuation , Legal team for getting the desired visits reports done . Visiting the customers for first FI and meeting, taking the seniors to the customer place for visit and verification





Physical Verification of credit related documents like ITR'S, Bank Statements, receipts, ledger etc. and the property documents- of these documents

Preparing basic CAM, appraise, recommendation of cases to appropriate authority, mail approvals from authorities for credit, legal, technical, OPS, Store etc.

Taking reference check of customer from local market and existing customers

Following a proper procedure ensuring the proper handling of Property Documents, physical movement of files and papers to central OPS

Portfolio Management and visit to delinquent cases time to time, Maintaining of WIRR and average Fees, with collaboration of collection team .

Collection and maintaining of data from open marketing activities for tele calling and self sourcing. Following of the leads so generated from this data receiving from telemarketing team.

Checking of the documentation of the files, filling the agreements, formats and other formalities for the disbursement of the case

Clearing all queries coming from customer , credit , OPS , Legal , Valuation .

Timely submission of daily MIS and sourcing data to reporting authority, preparation of sourcing MIS, disbursement MIS, following and completing the audit MIS and queries , OPS pendency.

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📌 Sales Officer _ LAP (Maharashtra)
🏢 AU Small Finance Bank
📍 Maharashtra