Business Development

- Source recent microfinance customers through field visits and community engagement.
- Achieve monthly and annual disbursement targets.
- Conduct customer meetings, village surveys, and group formation activities.
- Identify opportunities for business expansion within the assigned territory.

Customer Relationship Management

- Maintain strong relationships with existing borrowers and group members.
- Provide excellent customer service and address customer queries promptly.
- Educate customers about loan products, repayment schedules, and company policies.
- Ensure customer retention and repeat business.

Credit & Loan Processing

- Conduct preliminary customer assessments and field investigations.
- Verify customer information, residence, and business activities.




- Assist in loan documentation and application processing.
- Ensure compliance with credit underwriting guidelines.

Collections & Portfolio Management

- Ensure timely collection of EMIs and overdue amounts.
- Monitor portfolio performance and minimize delinquency.
- Follow up with customers for overdue accounts and recovery of dues.
- Maintain healthy portfolio quality and control NPAs.

Operations & Compliance

- Maintain accurate customer records and documentation.
- Ensure adherence to all internal policies and regulatory requirements.
- Submit daily, weekly, and monthly activity reports.
- Support audit and compliance activities as required.

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