- POSITION DESCRIPTION

JOB TITLE : Assistant Customer Relationship Manager

GRADE : DM-II

DEPARTMENT : Rural Banking

LOCATION : Branch Name

SUB-DEPARTMENT : TYPE OF POSITION : Full-time

REPORTS TO : Branch Manager

REPORTING INTO

NA
- ROLE PURPOSE & OBJECTIVE
- Actively support acquisition of customers for Group Loans
- Support conversion of existing borrowing customers for liabilities.
- To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities
- Responsible to maintain process quality & ensures adherence to audit and compliance standards
- Responsible to maintain Branch Documents
- Responsible for Cross Selling
- Responsible for overall business in absence of BM/CRM
- To handle Cashier and BOO’s responsibility in their absence
- Adherence to defined set of processes and circulars
- Timely disbursement of sanctioned loans
- SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE
- Portfolio Managed- approx. 10 Cr
- Volume of recruitment- 5-15 Staff - changes as per branch CRO budget




- No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products
- Credit files for query resolution- approx. 200-500 files per month
- KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials
- Responsible to support the sales plans for the branch for MB unsecured and secured loans
- To assist setting weekly/monthly targets for the team, reviews the set targets on a regular basis
- Responsible to support acquisition of new GL customers; conversion of customers from unsecured to secured loans (Where Applicable)
- Guide the CROs to enable conversion of existing borrowing customers for liabilities
- Support the marketing initiatives designed by products & marketing department
- Assess the market potential and give feedback on product modification and current product development to the regional product teams
- Share insights on competitor products to the regional product/marketing teams.
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📌 IJP|Assistant Customer Relationship Manager-ACRM-Microbanking|2386-Udaipur
🏢 Ujjivan Small Finance Bank
📍 Udaipur