Job Purpose
Responsible for doing village surveys, getting current customers, do CGT, house verification and income assessment, do quality sourcing, ensure collections and recoveries are done as per the group/centre meeting schedule. Maintain Healthy Customer Relationships on ground in the locationDuties and Responsibilities
• Conduct village surveys and do prospecting in selected villages, explain BFL MFI JLG product offerings to all who attend prospecting briefing.
• Source New Customers in the locations allocated, form JLG groups and promote financial literacy amongst potential borrowers
• Collect all information needed for sourcing, data entry / upload and/or validate documents on LOS, follow entire sourcing process as defined in SOP
• Coordinate with BM for required approvals and Credit Ops officer at branch for disbursements as per process
• Plan Center Meetings of customers and notify customers in advance of the schedule, ensure 100% participation of borrowers in the center meetings. Resolve customer queries and promote top ups / cross sell as defined for the branch.
Manage a portfolio of 450 – 500 customers
• Ensure collections are done from Customers as per scheduled center meeting days, ensure 100% deposition of recovery done in defined points of disposition as per SOP.
• Carry out end use monitoring of loans as per the process
• Maintain Healthy and cordial relationship with all potential and existing borrowers, ensure 100% compliance and good conduct on all SOPs and practices as defined in the branch operating model.
• Create a daily report of tasks planned and executed and submit to Branch Manager.
• Ensure recovery disposition reconciliation is done with Credit and Ops Officer as per schedule.
• Ensuring critical parameters like lead to login are executed as per matrix .
• Maintain centre meeting discipline, follow SOPs and code of conductMajor Challenges
• Quality sourcing and achieving targets as defined
• Regular collections and maintaining customers in
📌 Centre Manager (Surat)
🏢 Bajaj Finance
📍 Surat
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