• POSITION DESCRIPTION

JOB TITLE : Deputy Relationship Manager-Housing Loans

GRADE : DM-II

DEPARTMENT : Housing

LOCATION : RO

SUB-DEPARTMENT : NA

TYPE OF POSITION : Full-time

REPORTS TO : Cluster Manager /Sr. Cluster Manager- Housing

REPORTING INTO

NA

• ROLE PURPOSE & OBJECTIVE
• Lead Generation - Identify quality leads from existing customer base /open market by conducting various events and activities
• Assessment of leads - Evaluate the leads generated by analyzing credit histories & property evaluation by adhering to internal and external regulations
• Acquire new Housing Loans (HL) – Secured home loans customers from open market / cross sell to existing customers
• Monitor installment payments and collections of customers
• Deepen relationship with the existing customers by cross-selling Ujjivan’s products as per the profile & need of the customers
• SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

NA

NA

• KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials





• Achieve the set targets on HL-Secured Loans in terms of open market acquisition and existing customer conversion
• Maintain database of prospects, meet select prospects and manage the relationship thereafter
• Follow up on leads provided by call center / liabilities team within defined TAT
• Cross sell other products of Ujjivan and pass quality leads to respective officers/staff
• Share customer insights/product related feedback with the Cluster Manager – HL
• Coordinate with Products & Marketing department to carry out marketing drives that are assigned and catchment areas for HL secured loans.

Customer

• Interact with customers in a courteous and qualified manner; provide prompt, efficient and accurate services and establish professional relationship with them, with a long-term perspective
• Conduct the appraisal process of potential customers in a courteous manner without compromising quality
• Guarantee confidential treatment of all the information gathered from custo

📌 Deputy Relationship Manager-Housing Loans (Dharmapuri)
🏢 Ujjivan Small Finance Bank
📍 Dharmapuri