Relationship Manager - Mutual Fund Collections (Nagar)

Relationship Manager - Mutual Fund Collections (Nagar)

19 Aug
|
Equitas Small Finance
|
Nagar

19 Aug

Equitas Small Finance

Nagar

Relationship Manager - MF Collections portfolio Monitoring: Track assigned customer accounts, review aging reports, and identify high-risk or delinquent accounts early.

Customer Engagement: Contact clients via phone calls or field visits to discuss overdue payments, understand financial constraints, and negotiate repayment plans.

Target Achievement: Meet or exceed monthly recovery, collection efficiency, and portfolio health targets.

Relationship Building: Counsel borrowers on valuable repayment habits and present structured settlement options or financial restructuring when applicable. Documentation & Compliance: Log interaction notes accurately in CRM systems while adhering strictly to internal company policies and legal debt collection guidelines. Cross-Functional Coordination: Work with internal sales, credit, and legal teams to resolve payment disputes or escalate critical default cases.

📌 Relationship Manager - Mutual Fund Collections (Nagar)
🏢 Equitas Small Finance
📍 Nagar

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