Assistant Customer Relationship Manager

Job description

ROLE PURPOSE & OBJECTIVE • Actively support acquisition of customers for Group Loans • Support conversion of existing borrowing customers for liabilities. • To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities • Responsible to maintain process quality & ensures adherence to audit and compliance standards • Responsible to maintain Branch Documents • Responsible for Cross Selling • Responsible for overall business in absence of BM/CRM • To handle Cashier and BOOs responsibility in their absence • Adherence to defined set of processes and circulars • Timely disbursement of sanctioned loan FINANCIAL SIZE : Portfolio Managed- approx. 10 Cr NON-FINANCIAL SIZE : • Volume of recruitment- 5-15 Staff - changes as per branch CRO budget • No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products • Credit files for query resolution- approx. 200-500 files per month. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials • Responsible to support the sales plans for the branch for MB unsecured and secured loans • To assist setting weekly/monthly targets for the team, reviews the set targets on a regular basis • Responsible to support acquisition of new GL customers; conversion of customers from unsecured to secured loans (Where Applicable) • Guide the CROs to enable conversion of existing borrowing customers for liabilities • Support the marketing initiatives designed by products & marketing department • Assess the market potential and give feedback on product modification and new product development to the regional product teams. Share insights on competitor products to the regional product/marketing teams. • Responsible for the overall Branch Liabilities Target and cross selling targets Customer.