Job Purpose Responsible for doing village surveys, getting new customers, doing CGT, house verification and income assessment, quality sourcing, and ensuring collections and recoveries are done as per the group/centre meeting schedule. Maintain healthy customer relationships on ground in the location.

Duties and Responsibilities

- Conduct village surveys and do prospecting in selected villages, explain BFL MFI JLG product offerings to all who attend prospecting briefing.
- Source new customers in the locations allocated, form JLG groups, and promote financial literacy amongst potential borrowers.
- Collect all information needed for sourcing, data entry/upload and/or validate documents on LOS, and follow the entire sourcing process as defined in SOP.
- Coordinate with BM for required approvals and Credit Ops officer at branch for disbursements as per process.
- Plan center meetings of customers and notify customers in advance of the schedule, ensure 100% participation of borrowers in the center meetings. Resolve customer queries and promote top-ups/cross-sell as defined for the branch. Manage a portfolio of 450 - 500 customers.




- Ensure collections are done from customers as per scheduled center meeting days; ensure 100% deposition of recovery done in defined points of disposition as per SOP.
- Carry out end use monitoring of loans as per the process.
- Maintain a healthy and cordial relationship with all potential and existing borrowers, ensuring 100% compliance and valuable conduct on all SOPs and practices as defined in the branch operating model.
- Create a daily report of tasks planned and executed and submit to the Branch Manager.
- Ensure recovery disposition reconciliation is done with Credit and Ops Officer as per schedule.
- Ensure critical parameters like lead to login are executed as per matrix.
- Maintain center meeting discipline, following SOPs and code of conduct.

Major Challenges

- Quality sourcing and achieving targets as defined.
- Regular collections and maintaining customers in the current bucket, regularizing and normalizing delinquent customers.
- Compliance on all business parameters, zero audit findings on his/her sourced customer segment/portfolio.

Locations Basic Section

Job Level: GB02

Job Title: Senior Relationship Manager - MFI

South, SW - Sales - GL, SW - Sales - GL

Job Location

Country: India

State: KARNATAKA

Region: South

City: Bijapur KA

Location Name: Bijapur

MFI Tier: Tier 4

📌 Senior Relationship Manager - MFI South (India)
🏢 Bajaj FinServ
📍 India