ROLE PURPOSE & OBJECTIVE
Actively drive acquisition of customers for unsecured loans (GL and unsecured IL).
Enable conversion of existing borrowing customers for liabilities.
Ensure that Family banking products are actively cross sold to family members and referrals of existing customer.
Undertake initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities
Maintains process quality & ensures adherence to internal audit standards.
Management of all the reporting staff.
Closure of Audit points and maintaining threshold on "Needs Improvement" and "Unsatisfactory" branches.
Timely disbursement of sanctioned loans.
SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
Portfolio Managed- Volume of recruitment- < 10 Staff - changes as per branches allotted.
(Direct & Indirect)
No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
Monitors branch performance in MB unsecured and secured loans along with ACRM
Responsible for acquiring new GL customers; conversion of customers from unsecured to secured loans
Key person for scaling up Family Banking in branch. Executes the sales plans for the branch for acquisition of accounts and term deposits for family member and referrals of group loan and unsecured individual loan customers
Set weekly/monthly targets for the team, reviews the set targets on a regular basis
Guide the CROs to enable conversion of existing borrowing customers for liabilities
Execute the marketing initiatives designed by products & marketing department
Assess the market potential and give feedback on product modification and current product development to the regi
📌 Customer Relationship Manager (Kadana)
🏢 Ujjivan Small Finance Bank
📍 Kadana
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