Job Description

RelationshipManager-DSA-Housing Loans

ROLEPURPOSE OBJECTIVE
- Managing End to End sales life cycle of tapping prospects through marketing activities, understanding their requirement and rendering advice
- Negotiating commercials, timely disbursement of loan and providing other Bank Products.
- Implementing tactics to enhance market penetration through DSA channels marketing activities.
- Toset up distribution DSA channel involving in DSA empanelment handling cases referred by DSAs directly.
- Applicable to all loan officers with 12 Months of service

SIZE OF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE
- Cost of hiring and placing recent Relationship Officers 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.15 Cr. Progressively
- Managing a single product across the branches of operations
- Managing a team size of 5 employees progressively
- Managing assets like marketing collaterals, Stationary,



Dockets and Systems
- Managing hiring and placement of Relationship Officers in required Branches

KEY DUTIES RESPONSIBILITIES OF THE ROLE

Candidates should be able to deliver budgeted business figures from the Cluster of control through placing adequate manpower across active branches. He/She is also responsible for building a quality portfolio without compromising on quantum of business

Business/Financials
- Engaging empaneling with various DSAs in that particular location for increasing Traffic for HL
- To set up distribution via DSA enrollment across the location.
- Targets on number value of files for Log-in, approval, disbursement of HL
- 65% of target of HL 15% from FD, 15% of S/A and 10% of standalone Insurance
- Collection of Bounced cases for no zero default track of all customers sourced.
- FTR on all files

Customer(Both Internal External)
- Attend and address customer queries and grievances within th

📌 Relationship Manager-DSA-Housing Loans (Pune)
🏢 Ujjivan Small Finance Bank
📍 Pune