Business Development

- Identify and enroll eligible customers for microfinance loan products.
- Conduct village surveys, customer sourcing, and group formation activities.
- Achieve monthly disbursement and customer acquisition targets.
- Promote the organization's products and services within the assigned territory.

Customer Relationship Management
- Build and maintain solid relationships with customers and community groups.
- Provide information regarding loan products, repayment schedules, and company policies.
- Address customer queries and complaints promptly.

Credit Assessment
- Conduct customer verification and field investigations.
- Assess customer eligibility and repayment capacity.
- Ensure accurate documentation and KYC compliance before loan processing.

Collection & Portfolio Management
- Monitor loan repayments and collection efficiency.




- Ensure timely recovery of installments and minimize delinquency.
- Follow up with overdue customers and implement recovery strategies.
- Maintain portfolio quality within prescribed limits.

Field Operations
- Conduct regular center meetings and customer visits.
- Maintain daily activity reports and field records.
- Ensure adherence to operational processes and regulatory guidelines.

Compliance & Risk Management
- Follow company policies, RBI guidelines, and microfinance regulations.
- Ensure proper documentation and fraud prevention measures.
- Report any irregularities or potential risks to management.

📌 Relationship Manager - MF (Pune)
🏢 equitas small finance bank
📍 Pune