• ROLE PURPOSE & OBJECTIVE
• Actively drive acquisition of customers for unsecured loans (GL and unsecured IL).
• Enable conversion of existing borrowing customers for liabilities.
• Ensure that Family banking products are actively cross sold to family members and referrals of existing customer.
• Undertake initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities
• Maintains process quality & ensures adherence to internal audit standards.
• Management of all the reporting staff.
• Closure of Audit points and maintaining threshold on "Needs Improvement" and "Unsatisfactory" branches.
• Timely disbursement of sanctioned loans.
• SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
Portfolio Managed- Volume of recruitment- < 10 Staff - changes as per branches allotted. (Direct & Indirect) • No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products
• KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
• Monitors branch performance in MB unsecured and secured loans along with ACRM
• Responsible for acquiring current GL customers; conversion of customers from unsecured to secured loans
• Key person for scaling up Family Banking in branch. Executes the sales plans for the branch for acquisition of accounts and term deposits for family member and referrals of group loan and unsecured individual loan customers
• Set weekly/monthly targets for the team, reviews the set targets on a regular basis
• Guide the CROs to enable conversion of existing borrowing customers for liabilities
• Execute the marketing initiatives designed by products & marketing department
• Assess the market potential and give feedback on product modification
📌 Customer Relationship Manager (Mehsana)
🏢 Ujjivan Small Finance Bank
📍 Mehsana
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