JOB TITLE : Assistant Customer Relationship Manager
GRADE : DM-II
DEPARTMENT : Rural Banking
LOCATION : Branch Name
SUB-DEPARTMENT : TYPE OF POSITION : Full time
REPORTS TO : Branch Manager
REPORTING INTO
NA
• ROLE PURPOSE & OBJECTIVE
• Actively support acquisition of customers for Group Loans
• Support conversion of existing borrowing customers for liabilities.
• To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities
• Responsible to maintain process quality & ensures adherence to audit and compliance standards
• Responsible to maintain Branch Documents
• Responsible for Cross Selling
• Responsible for overall business in absence of BM/CRM
• To handle Cashier and BOO’s responsibility in their absence
• Adherence to defined set of processes and circulars
• Timely disbursement of sanctioned loans
• SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
• Portfolio Managed- approx. 10 Cr
• Volume of recruitment- 5-15 Staff - changes as per branch CRO budget
• No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products
• Credit files for query resolution- approx. 200-500 files per month
• KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
• Responsible to support the sales plans for the branch for MB unsecured and secured loans
• To assist setting weekly/monthly targets for the team, reviews the set targets on a regular basis
• Responsible to support acquisition of new GL customers; conversion of customers from unsecured to secured loans (Where Applicable)
• Guide the CROs to enable conversion of existing borrowing customers for liabilities
• Support the marketing initiatives designed by products & marketing department
• Assess the market potential and give feedback on product modification and new product development to the regional product teams
• Share insights on competitor products to the regional product/marketing team
📌 External ACRM-MB-New (Sri Muktsar Sahib)
🏢 Ujjivan Small Finance Bank
📍 Sri Muktsar Sahib
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