Company Name : Purvaja Fincap Private Ltd

Timing : 9:30 to 5:30

Head Office : Thripunithura

Available Position : Assistant Branch Manager and Senior Executive

Branch : Perumbavoor

ASSISTANT BRANCH MANAGER

Duties and Responsibilities

- Business Development: Support the Branch Manager in achieving monthly business targets for loans, sales, and other financial products.
- Team Management: Supervise and guide branch employees to improve productivity and overall performance.
- Customer Relationship Management: Maintain good relationships with existing customers and develop current customer relationships.
- Loan Processing: Monitor loan applications, documentation, verification, and disbursement procedures as per company policy.
- Sales and Marketing: Identify new business opportunities and promote the company's financial products.
- Collection Monitoring: Monitor repayment performance, overdue accounts, and collection activities.
- Branch Operations: Ensure the smooth functioning of daily branch activities and compliance with company procedures.
- Staff Performance: Review employee performance, attendance, daily work reports, and target achievements.
- Reporting: Submit daily, weekly, and monthly business reports to the Branch Manager or higher management.
- Compliance: Ensure proper documentation, customer verification, and adherence to applicable company policies and regulatory requirements.
- Problem Resolution: Assist in resolving customer complaints and operational issues.
- Leadership Support: Take responsibility for branch activities in the Branch Manager's absence, as authorized.

SENIOR RELATIONSHIP EXECUTIVE





Duties and Responsibilities

- Customer Acquisition: Identify and approach potential customers to generate new business for the branch.
- Sales and Marketing: Promote the company's loan products and other financial services to eligible customers.
- Lead Generation: Generate business leads through field visits, referrals, customer references, and local marketing activities.
- Customer Relationship: Maintain strong relationships with existing and prospective customers to improve customer satisfaction and retention.
- Loan Documentation: Collect and verify customer documents and ensure that loan applications are complete and accurate.
- Field Visits: Conduct customer visits for business development, verification, follow-ups, and relationship management.
- Repayment Follow-up: Follow up with customers regarding due payments and support collection activities as assigned.
- Business Target Achievement: Achieve assigned monthly sales, customer acquisition, and other performance targets.
- Market Research: Identify local business opportunities, customer requirements, and competitor activities.
- Daily Work Reporting: Submit daily work reports (DWR), customer visit details, lead status, and sales updates to the reporting manager.
- Customer Service: Respond to customer queries and coordinate with relevant departments to resolve issues.
- Policy Compliance: Follow company procedures, maintain confidentiality of customer information, and ensure ethical sales practices.

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits

- Provident Fund

Work Location: In person

📌 ABM/SRE (Perumbavoor)
🏢 DASHAMI FINANCE
📍 Perumbavoor