REPORTS TO : Area Business Manager/Circle Business Manager - LAP
REPORTING INTO
Portfolio Relationship Manager
• ROLE PURPOSE & OBJECTIVE
• As Sales Manager, he or she will be responsible for achieving Business targets and managing healthy Portfolio, by ensuring timely repayments and controlling customer exits.
• This role seeks to drive business volume through the Direct Sales Agent (DSA) channel.
• SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
• Monthly Business volume as per the business target, average monthly productivity of 40 – 75 lacs
• X-Bucket Collections as per defined norms
• Insurance cross-sell coverage on 100% of customers
• Family SA and Business CA sourcing
• Coordination with Credit Manager for case approval and CAD and Operations for case disbursement.
• Maintains Daily sales report and sharing with supervisor.
• Maintains DSA tracker for pay-out processing
• KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business
• Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established
• Identification and development of DSA channel, around the defined distance of the Sitting Hub
• Provides regular updates and training to DSA channel; Ensure payout to DSA are on time
• Create Awareness in the market through direct and indirect marketing
• Tracks competition in terms of rates, credit assessment, DSA payouts, marketing activities
Customer
• Ensure customers are educated about all products/services offered by Ujjivan.
• Ensure lower customer attrition by providing different products as per customer requirement.
• Focus on lower TAT as per laid down standards.
Internal process
• Ensure delinquency is within norms and does X-Bucket collection.
• Ensure First time right (FTR) logins, Disbursement within TAT (Turn-around ti
📌 External-SM-SF MSME LAP (Noida)
🏢 Ujjivan Small Finance Bank
📍 Noida
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