REPORTING INTO
- ROLE PURPOSE & OBJECTIVE
- Lead Generation – Conduct regular marketing and sales activities to generate leads from the identified markets
- Dealing with the Customers- Engage with the customers at the front end to ensure smooth conversions from lead stage to disbursement and also repayment, recovery and retention.
- SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
- Shall be expected to manage a portfolio of Rs.5 Cr. Progressively
- Managing a single product across the branch catchment area
- Managing a customer base of 100 customers progressively
- KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
- Candidate should be able to deliver targeted business figures from the location of the branch. He/She is also responsible for building a quality portfolio without compromising on quality levels.
- Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion
- Maintain database of the prospects, meet select prospects and manage the relationship thereafter
- Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans
- Should be ready to travel extensively across the catchment area of the location to build the base of business
Customer (Both Internal & External)
- Interact with customers in a courteous and professional manner; provide prompt, effective and accurate services and establish professional relationship with them, with a long-term perspective
- Guarantee confidential treatment of all the information gathered from customers and demonstrate the highest order of integrity as per the code of conduct of the organization
Internal Process
- Carry out the pre and post-loan activities related to MLA
📌 Relationship Officer-Micro Mortgages (Kakori)
🏢 Ujjivan Small Finance Bank
📍 Kakori
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