• POSITION DESCRIPTION JOB TITLE : Relationship Manager-SCF GRADE : SM DEPARTMENT : MSME

LOCATION:
Region SUB-DEPARTMENT : Supply Chain Finance and Digital Lending TYPE OF POSITION : Full time REPORTS TO : Regional Business Manager
- Supply Chain Finance REPORTING INTO NA
• ROLE PURPOSE & OBJECTIVE
• Focused customer acquisition of Supply Chain Finance – Dealer Finance, Vendor Finance, PID/SID customers for Facility.
• Self-Sourcing of potential customers as per policy,
• Focus on building relationship with Anchor team to get leads and conversion.
• Work with channel partners like DSA, DMA, LSP, BC or BF to grow business volumes across products.
• Coordinate with team for disbursement and work effectively for achieving assigned business targets.
• Take full ownership of portfolio and ensure timely interest servicing, repayment of tranches, renewal etc.
• Focus on customer service, invoice processing, collection of overdue amounts.
• SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE
• Monthly Business volume as per the business target. Productivity of around 2.5 – 3 Cr Monthly Fresh Limit set-up
• Timely Interest serving, repayments of tranches, discounting of transactions & renewal to prevent Delinquency.
• Handle minimum AUM of around 40 Cr to 50 Cr
• Coordination with Credit Manager for case approval and CAD and Operations for case disbursement.
• Maintains Daily sales report and sharing with supervisor.
• KEY DUTIES & RESPONSIBILITIES OF THE ROLE  Business/ Financials
• Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual / monthly targets established for branches under his/her responsibility.
• Implement,



supervise and control effectiveness of commercial strategy to reach the productivity and growth targets established.  Customer (Both Internal & External)
• Ensure customers are educated about all products / services offered by Ujjivan.
• Ensure lower customer attrition by providing different products as per customer requirement.
• Focus on lower TAT as per laid down standards.
• Focus on customer service and to foster up sale & cross sell opportunities  Internal Process
• Monitor portfolio health.
• Ensure, supervise the correct implementation of the credit procedures including all the respective tools
• Discuss strategies and changes in terms of products, capacity building, procedures etc.  Innovation & Learning
• Ensure adherence to training man-days/ mandatory training programs for self
• Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self.
• MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications  Person must have 4 to 9 Years of experience in sales of financial products, mainly Working Capital, Trade Finance or SCF. Experience (Years and Core Experience Type)  4 to 9 years in sales of SCF or working capital products. Mixed experience of Sales + Credit is acceptable but should be predominantly in sales.



Certifications  NA Functional Skills  Ability to drive sales performance. Will be required to manage customers of SCF loan at Branch level.  Ability to engage with dealers, colleagues of Anchor.  Plan & execute Marketing and Sales promotion for MSME loans About  Awareness about different Liabilities, Insurance and loan products.  Ability to speak and read regional language(s)
- is desirable. Ability to communicate in English. Behavioral Skills  Product Knowledge  Training Skills  Willingness to travel & relocation as per business requirements and career opportunities  Managing customer relations  Performance oriented Competencies  Computer Skills  Competent to handle MIS systems and Lending Software
• KEY INTERACTIONS INTERNAL EXTERNAL  Product & marketing team  Branch Teams  Regional operations  Credit  Audit  Vigilance & FCU Team  Vendors  LSP Partners  DSAs
• Assets Requirement Details Desktop with i5 configuration Laptop with i5 configuration Laptop with i7 configuration MS office Email EP2 + ATP + Mvision Email Kiosk + ATP + Mvision + Archival Email on phone VPN MS Team Mobile Bio Metric + MDM No Yes No Yes Yes Yes Yes Yes Yes No No
• Application Access Requirement Details S.
N. Application Name Access Required (Yes/No) Type of Access/ Role (Read/Write/ Maker/Checker/Authoriser) Remarks (If Any) 1 Finvoice Yes Write 2 Finacle Yes Read 3 4 5 PREPARED BY – Ayush Saxena (UJJ32975) DATE: 22-01-2026 REVIEWED BY – Arpit Kaien(UJJ55907) DATE: 24.01.2026 LAST UPDATED BY: TM Team DATE: 12-02-2026 This is Internal document.

📌 Relationship Manager-SCF (Ahmedabad)
🏢 Ujjivan Small Finance Bank
📍 Ahmedabad