Business Development
Identify and acquire current 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