Customer Acquisition & Business Development
Identify potential customers and Joint Liability Groups (JLGs) in assigned locations.
Conduct village surveys and customer enrollment activities.
Source recent microfinance loans as per business targets.
Generate customer referrals and expand market penetration.
Promote the organization's products and services within the community.

Group Formation & Customer Engagement
Form and manage Joint Liability Groups (JLGs).
Conduct center meetings and educate customers about loan products, repayment schedules, and company policies.
Build and maintain robust relationships with customers and community leaders.
Ensure high customer satisfaction and retention.

Loan Processing
Collect customer applications and required documentation.
Conduct customer verification and field investigations.
Assess customer repayment capacity and business activities.
Coordinate with credit and operations teams for loan processing and disbursement.





Collections & Portfolio Management
Ensure timely collection of loan installments.
Monitor overdue accounts and follow up with delinquent customers.
Maintain portfolio quality and minimize PAR (Portfolio at Risk).
Take corrective actions to control delinquency and prevent defaults.

Compliance & Risk Management
Ensure adherence to company policies, RBI guidelines, and operational procedures.
Perform KYC verification and maintain proper documentation.
Identify and report suspicious or fraudulent activities.
Maintain confidentiality and ethical business practices.

Reporting & Administration
Maintain accurate customer and collection records.
Submit daily activity, collection, and business reports.
Update customer information in the system regularly.
Participate in branch meetings, training sessions, and business reviews.

📌 Relationship Manager Mf Pune
🏢 equitas small finance bank
📍 Pune