Job Title

Assistant Customer Relationship Manager

Grade

DM-II

Department

Rural Banking

Location

Branch Name

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 BOOs responsibility in their absence
- Adherence to defined set of processes and circulars
- Timely disbursement of sanctioned loans

Size of the Role
- FINANCIAL SIZE: Portfolio Managed- approx. 10 Cr
- NON-FINANCIAL SIZE: Volume of recruitment- 5-15 Staff - changes as per branch CRO budget
- NON-FINANCIAL SIZE: No.



of products served- Group Loan, Individual Loan, CASA, TD and TPP products
- NON-FINANCIAL SIZE: Credit files for query resolution- approx. files per month

Key Duties and 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 recent 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 new product development to the regional product teams
- Share insights on competitor products to the regional product/marketing teams.
- Responsible for the

📌 Assistant Customer Relationship Manager (Udaipur)
🏢 Ujjivan Small Finance Bank
📍 Udaipur