Business Development

- Identify and acquire new microfinance customers in the assigned territory.
- Conduct village surveys and customer mapping to generate business opportunities.
- Promote microfinance products and services to eligible customers.
- Achieve monthly, quarterly, and annual disbursement targets.

Customer Relationship Management

- Build and maintain solid relationships with customers and community groups.
- Conduct customer meetings and educate borrowers about products, repayment schedules, and company policies.
- Address customer queries and resolve concerns promptly.

Credit Assessment

- Verify customer information and assess repayment capacity.
- Conduct field investigations and residence/business visits.
- Ensure proper documentation and adherence to credit policies.

Loan Disbursement & Portfolio Management





- Coordinate loan processing and disbursement activities.
- Monitor customer accounts and maintain a healthy loan portfolio.
- Ensure accurate record-keeping and customer data management.

Collections & Recovery

- Track repayment schedules and ensure timely collections.
- Follow up with overdue customers and minimize delinquency.
- Implement recovery strategies for outstanding accounts.
- Maintain portfolio quality within prescribed norms.

Compliance & Risk Management

- Ensure adherence to company policies, regulatory guidelines, and operational procedures.
- Report fraudulent activities, irregularities, or potential risks.
- Maintain audit-ready documentation.

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