Relationship Manager - Micro Enterprise Group

1 - 6 years

1 - 6 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role & responsibilities

Key Responsibility Areas:

1. Branch Management-

a. Ensure RM/PB activation from the activities above and review of branch

performance/resource wise performance/review with CH as and when

required.

b. Planning the catchment area activity/scoping for lead generation/joint call. 2. Lead generation/logins-

a. Planning the above so that it translates into 2 calls per day/2 appointments

per day.

b. Go through the Financials/bank statements for churn/bounces/interest

servicing as per product.

3. Cross Selling- Renewals- Churn into WC account-

a. If OBA waiver required/check for justification/check for churn/put up to the

authority.

b. If not inform the customer on closure of OBA/levy of 2% penalty. Call Memos

Delinquency Management Complaints: CRM MD PNO CR.

Preferred candidate profile

1.

Job Role:

To build and manage relationships with new and existing clients so as to ensure

income generation from sale of product-Dukandar Overdraft relevant to the client-

Shopkeeper.

Acquisition and managing a portfolio of existing relationships and achievement of

overall business targets.

Experience in Banking sector in SME/mid-marked/ Corporate banking domain with

understanding of various bank facilities like, Overdraft, etc

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