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
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




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