ROLE PURPOSE & OBJECTIVE
MSME vertical is a growing business for Ujjivan. The Relationship Manager will be an significant position that will drive this business for the particular location.
Focused customer acquisition of Working Capital - Fund Based & Non Fund Based customers for Facility amount up to Rs. 10 Cr and drive business.
Self-sourcing of potential customer. Conversion of Leads from Channel partners (DSA/Connector) and Ujjivan Staff referrals.
Focus on Relationship building with clients through cross sell of CA, TD, Insurance, Salary accounts, BNB and drive transactions through Ujjivan
Coordinated with team members for the disbursement and work effectively for achieving assigned business targets
Portfolio management like renewal, interest servicing etc.
SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
Monthly Business volume as per the business target. Productivity of around 1.5 – 2 Cr Monthly Fresh Limit set-up
Timely Interest serving, Regular Churning to prevent Delinquency
Timely Renewal of existing customers, managing 20 – 40 customers
Coordination with Credit Manager for case approval and CAD and Operations for case disbursement.
Maintains Daily sales report and sharing with supervisor.
Maintains DSA tracker for pay-out processing
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established for branches under his/her responsibility
Implement, supervise and control effectiveness of commercial strategy to reach the productivity and growth targets established.
Customer (Both Internal & External)
Ensure customers are educated about all products/services offered by Ujjivan.
Ensure lower customer attrition by p
📌 Relationship Manager-Working Capital (Sri Krishna Nagar)
🏢 Ujjivan Small Finance Bank
📍 Sri Krishna Nagar
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