Relationship Officer

2 weeks ago

India Ujjivan Small Finance Bank Full time

Relationship Officer-Micro Mortgages_Tamil Nadu:

Multiple locations

  • Department
  • SOUTH BUSINESS
  • Job posted on
  • May 28, 2024
  • Employee Type
  • Permanent
  • Experience range (Years) 1 year 3 years
  • POSITION DESCRIPTION

JOB TITLE
Relationship Officer

  • Micro Mortgages

GRADE
DM-II

DEPARTMENT
Micro Mortgages

LOCATION

BRANCH
SUB-
DEPARTMENT

TYPE OF POSITION
Full-time

REPORTS TO
Cluster Manager

  • Micro Mortgages
REPORTING INTO- ROLE PURPOSE & OBJECTIVE

  • Lead Generation
  • Conduct regular marketing and sales activities to generate leads from the identified markets
  • Dealing with the Customers
  • Engage with the customers at the front end to ensure smooth conversions from lead stage to disbursement and also repayment, recovery and retention.
  • SIZE OF THE ROLE

FINANCIAL SIZE
NON-
FINANCIAL SIZE

  • Shall be expected to manage a portfolio of Rs.5 Cr. Progressively
  • Managing a single product across the branch catchment area
  • Managing a customer base of 100 customers progressively
  • KEY DUTIES & RESPONSIBILITIES OF THE ROLE
**Business/ Financials

  • Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion
  • Maintain database of the prospects, meet select prospects and manage the relationship thereafter
  • Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans
  • Should be ready to travel extensively across the catchment area of the location to build the base of business

Customer (Both Internal & External)

  • Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services and establish professional relationship with them, with a longterm perspective
  • Guarantee confidential treatment of all the information gathered from customers and demonstrate the highest order of integrity as per the code of conduct of the organization

Internal Process

  • Visit the customer's business and home to do the assessment/evaluation, following the "Product Policy" procedures.
  • Coordinate with the credit department in case of identifying discrepancies or problems in customer's information, reports, etc. through Cluster Manager
  • MLAP

Innovation & Learning

  • Maintain up to date knowledge of MLAP product as well as a working knowledge of other products offered in the branch


 Inform Cluster Manager
  • MLAP
about the demand in his/her assigned branch catchment as well as on the competition on a regular basis

  • Ensure adherence to training mandays/ mandatory training programs for self
  • Should be updated with the latest trends in civic and local laws of the location of operation
  • MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS
Educational

Qualifications:

Experience(Years and Core Experience Type)

  • 2 years in sales and documentation of loans of which at least 1 years in Housing Loans, home loans or loan against property in an NBFC/ Bank/HFC. Mixed experience of Sales & Credit is acceptable, but should be predominantly in sales
Certifications

  • Relevant certifications shall be an added advantage
Functional Skills

  • Knowledge of Secured loans/ Mortgage Loans
  • Sales and marketing skills retail financial products
  • Communication Skills fluent in the local language & can readwrite basic English
  • Equipped enough to read and understand the legal papers
Behavioral Skills

  • Sound Product knowledge
  • Willingness to travel across the branches and catchment to expand the business
  • Managing customer relations
  • Performance oriented
Competencies

  • Good Computer Knowledge
  • KEY INTERACTIONS

INTERNAL

EXTERNAL

  • Branch Managers
  • Regional Operations, Credit
  • IL Loan Officers, CROs
  • Area Technical Manager
  • Legal Vendors
  • External marketing agencies
  • Competitor Counterparts

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