External ACRM-MB-New (Basti)

External ACRM-MB-New (Basti)

10 Aug
|
Ujjivan Small Finance Bank
|
Basti

10 Aug

Ujjivan Small Finance Bank

Basti

POSITION DESCRIPTION

JOB TITLE : Assistant Customer Relationship Manager

GRADE : DM-II

DEPARTMENT : Rural Banking

LOCATION : Branch Name

SUB-DEPARTMENT : TYPE OF POSITION : Full-time

REPORTS TO : Branch Manager

REPORTING INTO

NA

ROLE PURPOSE & OBJECTIVE
Actively support acquisition of customers for Group Loans
Support conversion of existing borrowing customers for liabilities.
To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities
Responsible to maintain process quality & ensures adherence to audit and compliance standards
Responsible to maintain Branch Documents
Responsible for Cross Selling
Responsible for overall business in absence of BM/CRM
To handle Cashier and BOO’s responsibility in their absence
Adherence to defined set of processes and circulars
Timely disbursement of sanctioned loans
SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

Portfolio Managed- approx. 10 Cr
Volume of recruitment- 5-15 Staff - changes as per branch CRO budget
No.



of products served- Group Loan, Individual Loan, CASA, TD and TPP products
Credit files for query resolution- approx. 200-500 files per month
KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials

Responsible to support the sales plans for the branch for MB unsecured and secured loans
To assist setting weekly/monthly targets for the team, reviews the set targets on a regular basis
Responsible to support acquisition of current GL customers; conversion of customers from unsecured to secured loans (Where Applicable)
Guide the CROs to enable conversion of existing borrowing customers for liabilities
Support the marketing initiatives designed by products & marketing department
Assess the market potential and give feedback on product modification and new product development to the regional product teams
Share insights on competitor products to the regional product/marketing teams.
Responsible for the overall Branch Liabilities T

📌 External ACRM-MB-New (Basti)
🏢 Ujjivan Small Finance Bank
📍 Basti

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