Loan Officer-Housing Loans
Relationship Manager-Housing Loans.
ROLE PURPOSE & OBJECTIVE
Interact with the customers, look out for the requirements of the customers who wish to take a housing loan, creating the demand for the same and fulfilling the demand.
Managing End to End sales life cycle of tapping prospects through marketing activities, understanding their requirement and rendering advice
Negotiating with customers, timely disbursement of loan and providing other Bank Products.
Implementing tactics to enhance market penetration through Bank branches, Connectors, customer referrals and marketing activities.
To set up distribution through builder Empanelment (APF), Marketing activities, relationship management with stakeholders as required
SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
Cost of hiring and placing new Loan Officers/Relationship Managers at Branches.
Operational Cost of managing the Conveyance and Claims of Relationship Officers.
Cost of procurement marketing collaterals, sales aids.
Shall be expected to manage a portfolio of Rs.5 Cr. Progressively.
Managing a Housing vertical’s products across the location of operations
Managing assets like marketing collaterals, Stationary, Dockets and Systems
Managing the team of LO/RMs reporting into this role.
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
Aligning with bank Branches & other Ujjivan teams (Micro-Banking & others) for increasing Traffic for HL
To set up distribution via connector enrollment and engagement through builder Empanelment (APF)
Targets on number & value of files for Log-in, approval, disbursement of HL
Collection of Bounced cases for no zero-default track of all customers sourced
FTR on all files
Customer (Both Internal & External)
Atte
📌 Branch Sales Manager-Housing Loans (Haveli)
🏢 Ujjivan Small Finance Bank
📍 Haveli
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