1. ROLEPURPOSE & OBJECTIVE
- ManagingEnd to End sales life cycle of tapping prospects throughmarketing activities, understanding their requirement andrendering advice
- Negotiatingcommercials, timely disbursement of loan and providing other BankProducts.
- Implementingtactics to enhance market penetration through Bank branches,Connectors, customer referrals and marketing activities.
- Toset up distribution through builder Empanelment (APF),
- Applicableto all loan officers with 12 Months of service

1. SIZEOF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE
- Costof hiring and placing recent Relationship Officers at Branches
- OperationalCost of managing the Conveyance and Claims of RelationshipOfficers
- Costof procurement marketing collaterals, sales aids
- Shallbe expected to manage a portfolio of Rs.15 Cr. Progressively
- Managinga single product across the branches of operations
- Managinga team size of 5 employees progressively
- Managingassets like marketing collaterals, Stationary, Dockets andSystems




- Managinghiring and placement of Relationship Officers in requiredBranches

1. KEYDUTIES & RESPONSIBILITIES OF THE ROLE

Candidateshould be able to deliver budgeted business figures from theCluster of control through placing adequate manpower across activebranches. He/She is also responsible for building a qualityportfolio without compromising on quantum of business

Business/Financials
- Aligningwith bank Branches & Micro banking team for increasingTraffic for HL
- Toset up distribution via connector enrollment and engagementthrough builder Empanelment (APF).
- Targetson number & value of files for Log-in, approval, disbursementof HL
- 65%of target of HL 15% from FD, 15% of S/A and 10% of standaloneInsurance
- Collectionof Bounced cases for no zero default track of all customerssourced.
- FTRon all files

Customer (Both Internal & External)
- Attendand address customer queries and grievances within the definedTAT.
- Managinginternal and external customer relationship t

📌 Relationship Manager (Channapatna)
🏢 Ujjivan Small Finance Bank
📍 Channapatna