About the role
Job Title
Assistant Customer Relationship Manager
Grade
DM-II
Department
Rural Banking
Location
Branch Name
Type of Position
Full-time
Reports To
Branch Manager
Reporting Into
NA
Role Purpose / Objective
- Actively support acquisition of customers for Group Loans
- Support conversion of existing borrowing customers for liabilities.
- To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities
- Responsible to maintain process quality ensures adherence to audit and compliance standards
- Responsible to maintain Branch Documents
- Responsible for Cross Selling
- Responsible for overall business in absence of BM/CRM
- To handle Cashier and BOOs responsibility in their absence
- Adherence to defined set of processes and circulars
- Timely disbursement of sanctioned loans
Size of the Role
- FINANCIAL SIZE: Portfolio Managed- approx. 10 Cr
- NON-FINANCIAL SIZE: Volume of recruitment- 5-15 Staff - changes as per branch CRO budget
- NON-FINANCIAL SIZE: No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products
- NON-FINANCIAL SIZE: Credit files for query resolution- approx. files per month
Key Duties and Responsibilities of the Role Business / Financials
- Responsible to support the sales plans for the branch for MB unsecured and secured loans
- To assist setting weekly/monthly targets for the team, reviews the set targets on a regular basis
- Responsible to support acquisition of new GL customers; conversion of customers from unsecured to secured loans (Where Applicable)
- Guide the CROs to enable conversion of existing borrowing customers for liabilities
- Support the marketing initiatives designed by products marketing department
- Assess the market potential and give feedback on product modification and new product development to the regional product teams
- Share insights on competitor products to the regional product/marketing teams.
- Responsible for the overall Branch Liabilities Target and cross selling targets
Customer
- Ensure customers and CROs are educated about the unsecured loans and liabilities products offered by Ujjivan.
- Resolve customer queries/grievances (pertaining to GL, unsecured IL, liabilities) escalated from the CROs within specified time frame
Internal Process
- Oversee and facilitate collection of documents for account opening in strict adherence to KYC norms
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