Verified Job
Accounting - Finance
Relationship Manager - GL North
Accounting - Finance
#763145
Remote / WFH
Bajaj Finance
Job Description
Must have key skills
Relationship Manager
Other key skills
Code Of Conduct,
Los,
Loans,
Matrix,
Compliance,
Gl,
Reconciliation,
Branch Manager,
Data Entry,
Recovery
Job description
What you’ll do
Job Purpose
Responsible for doing village surveys, getting new customers, do CGT, house verification and income assessment, do quality sourcing, ensure collections and recoveries are done as per the group/centre meeting schedule. Maintain Healthy Customer Relationships on ground in the location
Duties and Responsibilities
Conduct village surveys and do prospecting in selected villages, explain BFL MFI JLG product offerings to all who attend prospecting briefing.
Source New Customers in the locations allocated, form JLG groups and promote financial literacy amongst potential borrowers
Collect all information needed for sourcing, data entry / upload and/or validate documents on LOS, follow entire sourcing process as defined in SOP
Coordinate with BM for required approvals and Credit Ops officer at branch for disbursements as per process
Plan Center Meetings of customers and notify customers in advance of the schedule, ensure 100% participation of borrowers in the center meetings. Resolve customer queries and promote top ups / cross sell as defined for the branch. Manage a portfolio of 450 500 customers
Ensure collections are done from Customers as per scheduled center meeting days, ensure 100% deposition of recovery done in defined points of disposition as per SOP.
Carry out end use monitoring of loans as per the process
Maintain Healthy and cordial relationship with all potential and existing borrowers, ensure 100% compliance and good conduct on all SOPs and practices as defined in the branch operating model.
Create a daily report of tasks planned and executed and submit to Branch Manager.
Ensure recovery disposition reconciliation is done with Credit and Ops Officer as per schedule.
Ensuring critical parameters like lead to login are executed as per matrix .
Maintain centre meeting discipline, follow SOPs and code of conduct
Major Challenges
Quality sourcing and achieving targets as defined
Regular collections and maintaining customers in current bucket, regularizing and normalizing delinquent customers
Compliance on all business parameters, zero audit findings on his / her sourced customer segment / portfolio
Industry type
Banking
Department
BFSI, Investments & Trading
Role
Relationship Manager
Role category
Banking Operations
Employment type
Full Time, Permanent
Education
Any Graduate, Any Postgraduate
Relationship Manager
Other key skills
Code Of Conduct,
Los,
Loans,
Matrix,
Compliance,
Gl,
Reconciliation,
Branch Manager,
Data Entry,
Recovery
Job description
What you’ll do
Job Purpose
Responsible for doing village surveys, getting new customers, do CGT, house verification and income assessment, do quality sourcing, ensure collections and recoveries are done as per the group/centre meeting schedule. Maintain Healthy Customer Relationships on ground in the location
Duties and Responsibilities
Conduct village surveys and do prospecting in selected villages, explain BFL MFI JLG product offerings to all who attend prospecting briefing.
Source New Customers in the locations allocated, form JLG groups and promote financial literacy amongst potential borrowers
Collect all information needed for sourcing, data entry / upload and/or validate documents on LOS, follow entire sourcing process as defined in SOP
Coordinate with BM for required approvals and Credit Ops officer at branch for disbursements as per process
Plan Center Meetings of customers and notify customers in advance of the schedule, ensure 100% participation of borrowers in the center meetings. Resolve customer queries and promote top ups / cross sell as defined for the branch. Manage a portfolio of 450 500 customers
Ensure collections are done from Customers as per scheduled center meeting days, ensure 100% deposition of recovery done in defined points of disposition as per SOP.
Carry out end use monitoring of loans as per the process
Maintain Healthy and cordial relationship with all potential and existing borrowers, ensure 100% compliance and good conduct on all SOPs and practices as defined in the branch operating model.
Create a daily report of tasks planned and executed and submit to Branch Manager.
Ensure recovery disposition reconciliation is done with Credit and Ops Officer as per schedule.
Ensuring critical parameters like lead to login are executed as per matrix .
Maintain centre meeting discipline, follow SOPs and code of conduct
Major Challenges
Quality sourcing and achieving targets as defined
Regular collections and maintaining customers in current bucket, regularizing and normalizing delinquent customers
Compliance on all business parameters, zero audit findings on his / her sourced customer segment / portfolio
Industry type
Banking
Department
BFSI, Investments & Trading
Role
Relationship Manager
Role category
Banking Operations
Employment type
Full Time, Permanent
Education
Any Graduate, Any Postgraduate
