Portfolio Officer

1 week ago

Sanjay Place Agra Uttar Pradesh, India Ujjivan Small Finance Bank Full time

**Portfolio Officer - Sanjay Place Agra**:
North 2245-Sanjay Place Agra, Agra, Uttar Pradesh, India
- Department- NORTH BUSINESS- Job posted on- Feb 01, 2024- Employee Type- Permanent- Experience range (Years)- 2 years - 4 yearsBusiness
- Follow up with the customers to collect the repayment from the customer
- Convince the customers to make the repayment, take PTP’s and follow up
- Update the status of the repayment to branch staff
- Update the details of the interaction with the customer in the Software
- Issue the Receipt to the customer and deposit the amount with the Cashier
- Communicate the customers about the consequences of non-payment
- Trace out of absconded default customers and initiate recovery process
- Initiate the Legal process in case of Non-Repayment based on the Document available with the organization
- Manage collection process and legal guidelines; Initiate the process of reporting full details about non-payment customers for action plan and maintain the Monthly Collection Target is met
- Ensure that the Monthly individual collection target is met
- Help distribution team in FTOD collection and working for preventive collection of cases.

Customer
- Interact with the customers politely, Convince the customer to make the repayment
- Maintain fair collection practices while dealing with customers
- One should contact people other than the customers only to locate the borrower
- Communicate the Consequences thoroughly to the customers about the Non-payment
- Issue the notices to the customers at different stages with details of further course of action
- Understand the customers situation and adopt various strategies for collection
- Customers should be treated with respect and no false, deceptive, or misleading claims should be made for the purpose of collecting repayments. This includes misrepresenting his/ her identity or falsifying facts about debt status or consequences of non-repayment or claiming any monetary or non-monetary awards post tracing of the customer.
- At least 4 customers visit per day

Internal process
- Ensure that collection process and legal guidelines to be adhered
- Recommend for legal actions for non-recoverable cases above Rs 10,000 O/s cases and follow up with the Legal Cell for the closure of the cases
- Complete administrative work related to collection such as updating delinquent account history, updating change of customers' information, providing and maintaining MIS report, reviewing of collection feedback on Daily, Weekly & Monthly basis, etc
- Review the Cases with Manager before taking further course of action
- Report any fraud identified in the field to Vigilance
- Interact with different teams at appropriate verticals and if required engage them for collections.
- Recommendation of doubtful overdue cases for writing off in co-ordination with the team.
- Responsible for X-bucket (12+ MOB) and SMA accounts
- Calling all previous month bounce cases from 1st to 5th of the month
- Reporting of daily activities to Cluster Manager in a prescribed format

Learning & Performance
- Ensure that you are up to date on all relevant circulars and all products/services offered in the Branches.
- Ensure adherence to training man-days/ mandatory training programs for self
- Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self.
- Ensure coordination between different teams, to build a collaborative spirit and shared sense of purpose.

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