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Position purpose
Tasked with doing village surveys, getting new clients, do CGT, house verification and income assessment, do quality sourcing, make sure collections and recoveries are done as per the group/centre meeting schedule. Sustain Healthy Client 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 Clients 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
• Collaborate with BM for required approvals and Credit Ops officer at branch for disbursements as per process
• Plan Center Meetings of clients and notify clients in advance of the schedule, make sure 100% participation of borrowers in the center meetings. Resolve client queries and promote top ups / cross sell as defined for the branch. Oversee a portfolio of 450 – 500 clients
• Make sure collections are done from Clients as per scheduled center meeting days, make sure 100% deposition of recovery done in defined points of disposition as per SOP.
• Carry out end use monitoring of loans as per the process
• Sustain Healthy and cordial relationship with all potential and existing borrowers, make sure 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.
• Make sure recovery disposition reconciliation is done with Credit and Ops Officer as per schedule.
• Making sure critical parameters like lead to login are executed as per matrix .
• Sustain centre meeting discipline, follow SOPs and code of conduct
Key challenges
• Quality sourcing and reaching targets as defined
• Regular collections and upholding clients in current bucket, regularizing and normalizing delinquent clients
• Compliance on all business parameters, zero audit findings on his / her sourced client segment / portfolio
This opening is for the Senior Relationship Manager - GL North position in Sultanpur.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 1-2 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Senior Relationship Manager - GL North at Bajaj Housing Finance.
This role requires around 1-2 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Bajaj Housing Finance's application process for this role.