Relationship Manager-DSA-Housing Loans

Business/Financials

Engaging& empaneling with various DSAs in that particular location for increasingTraffic for HL

To set updistribution via DSA enrollment across the location.

Targets onnumber & value of files for Log-in, approval, disbursement of HL

65% of targetof HL 15% from FD, 15% of S/A and 10% of standalone Insurance

Collection ofBounced cases for no zero default track of all customers sourced.

FTR on allfiles

Customer(Both Internal & External)

Attend andaddress customer queries and grievances within the defined TAT.

Managinginternal and external customer relationship to ensure customer satisfaction.

Ensurecustomers are educated about all products/services offered by Ujjivan.

Ensure lowercustomer attrition by providing different products as per customer requirement.

Focus onlower TAT as per laid down standards.

InternalProcess

FTR on allwork/processes/ files

Well spreadfile flow of log-in and disbursal over a month.

Documentationand preparation of process manuals

Innovation& Learning

Mentor loanofficer too graduate to next level.

Work towardsgrooming self for next level of cluster manager with help of Cluster Manager& Area Manager.

Completion ofgoal setting and appraisal on time