Customer Manager

Role & responsibilities

Creating market awareness about Mahindra Rural Home Finance by carrying out sales promotion /

village activities.

• Marketing Activity Plan to be prepared for generating required number of leads from Existing and new

villages in a cluster.

• Prepare date wise route plan for lead generation and documentation in discussion with Team Leader.
• Enter all new leads generated in Aggressor Module. Simultaneously, update existing leads in Aggressor
• Maintaining and developing relationships with existing customers and other local bodies (Sarpanch,

Panchayat, Registrars)in order to get references and ease out the documentation process.

For Portfolio Health:

• Collecting Pre and post EMIs from the customer
• Following up with NPA cases for collections, Assist collections team in closing NPAs where PTPs are

broken repeatedly for all contracts mapped to him

For Process improvement and Adherence:

• Conducting preliminary field investigations and reference checks to verify the credibility of the

potential customer

• Collecting the requisite documents from potential customer and passing it to credit officer for

verification

• Supporting Credit officer to get necessary documents and information to facilitate loan sanctioning and

disbursement

• Following up on loan approvals for submitted files
• Ensuring that complete documentation, stamping and other formalities related to pre / post

disbursement are completed as required

• Handling over the loan disbursement cheque to customer as required.
• Providing time to time market feedback to team leader to facilitate business planning,
• Attend weekly performance review meetings with the Team Leade
• Educating the potential customer on the complete process and the documents required for getting the
• loan sanctioned
• o Helping the potential customer in arranging the necessary documents
• o Maintain Customer Relations by addressing Customer complaints and grievances and also promoting
• the referral schemes available with us