Relationship Manager-SCF

Job Summary Role Purpose Objective

• Focused customer acquisition of Supply Chain Finance Dealer Finance, Vendor Finance, PID/SID customers for Facility.
• Self-Sourcing of potential customers as per policy,
• Focus on building relationship with Anchor team to get leads and conversion.
• Work with channel partners like DSA, DMA, LSP, BC or BF to grow business volumes across products.
• Coordinate with team for disbursement and work effectively for achieving assigned business targets.
• Take full ownership of portfolio and ensure timely interest servicing, repayment of tranches, renewal etc.
• Focus on customer service, invoice processing, collection of overdue amounts.

Size of the Role Financial Size

• Monthly Business volume as per the business target. Productivity of around 2.5 3 Cr Monthly Fresh Limit set-up
• Timely Interest serving, repayments of tranches, discounting of transactions renewal to prevent Delinquency.
• Handle minimum AUM of around 40 Cr to 50 Cr

Non-Financial Size

• Coordination with Credit Manager for case approval and CAD and Operations for case disbursement.
• Maintains Daily sales report and sharing with supervisor.

Key Duties / Responsibilities of the Role

• Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual / monthly targets established for branches under his/her responsibility.
• Implement, supervise and control effectiveness of commercial strategy to reach the productivity and growth targets established.
• Ensure customers are educated about all products / services offered by Ujjivan.
• Ensure lower customer attrition by providing different products as per customer requirement.
• Focus on lower TAT as per laid down standards.
• Focus on customer service and to foster up sale cross sell opportunities
• Monitor portfolio health.
• Ensure, supervise the correct implementation of the credit procedures including all the respective tools
• Discuss strategies and changes in terms of products, capacity building, procedures etc.
• Ensure adherence to training man-days/ mandatory training programs for self
• Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self.

Minimum Requirements of Knowledge Skills Educational Qualifications

• Person must have 4 to 9 Years of experience in sales of financial products, mainly Working Capital, Trade Finance or SCF.