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.