Assistant Customer Relationship Manager (Punjab)

Job Description POSITION DESCRIPTION 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 Portfolio Managed- approx. 10 Cr Volume of recruitment- 5-15 Staff
- changes as per branch CRO budget No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products Credit files for query resolution- approx. number of files per month KEY DUTIES 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 current 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 Apply on Kit Job: kitjob.in/job/4lnwdf