REPORTS TO : Area Business Manager/Circle Business Manager - LAP
REPORTING INTO
Portfolio Relationship Manager
- ROLE PURPOSE & OBJECTIVE
- As Sales Manager, he or she will be responsible for achieving Business targets and managing healthy Portfolio, by ensuring timely repayments and controlling customer exits.
- This role seeks to drive business volume through the Direct Sales Agent (DSA) channel.
- SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
- Monthly Business volume as per the business target, average monthly productivity of 40 – 75 lacs
- X-Bucket Collections as per defined norms
- Insurance cross-sell coverage on 100% of customers
- Family SA and Business CA sourcing
- 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
- Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established
- Identification and development of DSA channel, around the defined distance of the Sitting Hub
- Provides regular updates and training to DSA channel; Ensure payout to DSA are on time
- Create Awareness in the market through direct and indirect marketing
- Tracks competition in terms of rates, credit assessment, DSA payouts, marketing activities
Customer
- Ensure customers are educated about all products/services offered by Ujjivan.
- Ensure lower customer attrition by providing different products as per customer requirement.
- Focus on lower TAT as per laid down standards.
Internal process
- Ensure delinquency is within norms and does X-Bucket collection.
- Ensure First time right (FTR) logins, Disbursement within TAT (Turn-around time), C
📌 Sales Manager- Semi Formal LAP (Chhatrapati Sambhajinagar)
🏢 Ujjivan Small Finance Bank
📍 Chhatrapati Sambhajinagar
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