Role Description Job Title Relationship Manager - Sustainable Livelihood Initiative

Business Unit Sustainable Livelihood Initiative

Reporting To Cluster Head

Job Function and Role Type Sales, Individual Contributor, Extensive Travel Required

Version No 2.0

Job Purpose Responsible for acquiring current customers and maintaining existing accounts at the branch level to achieve business objectives.

Key Responsibilities Sales (Disbursement) Build portfolio to achieve disbursement and POS targets.

Bring households under financial inclusion mandate.

Managing Portfolio (Client Relationship) Monitor repayments to ensure portfolio growth.

Ensure business profitability through quality management.

Business Conduct & Customer Relations Maintain accounts and ensure customer satisfaction.

Achieve business targets in SHG/JLG assets and liabilities.





Operations Prepare SHG/JLG CAM and disburse loans per guidelines.

Ensure timely repayment and strict audit compliance.

Credit Analysis Select clients based on policy and credit analysis.

Other Areas Build recurring deposit accounts.

Conduct financial literacy and credit counseling camps.

Support government liability business through lead generation.

Manage team productivity and performance.

Education Graduate in any discipline.

Certifications None specified.

Key Competencies Marketing excellence, banking product knowledge, planning and organizing skills, competition awareness, positive attitude.

Major Stakeholders Customers, branch banking team, operations, credit.

📌 RM-SLI (Bilara)
🏢 HDFC Bank
📍 Bilara