Job Description:Prepared by: Ref. No.: Role Description Designation: Relationship Officer Grade: EB-1-Officer/EB-2 Assistant Manager Legal Entity: Equitas Small Finance Bank Business Unit: Assets Division: Emerging Enterprise Banking Department: Receivables Travel required: Yes/No (if Yes, please mark ->) Level of travel: Extensive Level: Individual Contributor Org structure (Please use the below format to highlight one level supervisor, peer levels and reporting levels). Green color indicates the role for which the role description is prepared) Purpose of the role: The position has been created to enable clear focus on Receivable Management Key Responsibilities: Manage Receivables for the allotted set of customer Process Compliance Adhere to the laid down processes for repayment and relationship management with customer. Repayment Efficiency reduces the OD in the branch. Ensure payments are collected in time Continues Follow-up on Collection with the customer Customer Interaction(Locate and Notify customers of delinquent accounts Customer Traceability (Trace delinquent customers to new address) Branch Co-ordination (Locate and monitor overdue accounts) Receive payments and post amounts paid to customer account. Coordinate with insurance companies to check on the status of insurance claims. Branch Head Relationship Officer Prepared by: Ref. No.: Desired Experience: Number of years of experience (02-05 Years) Type of companies/sector worked for(Private commercial banks and large NBFCs) Responsibilities managed in the previous organizations(Primarily Should be responsible for Receivables for allotted Customers) Languages (Hindi/English/Local language) Computer/technical skills (Basic Computer Knowledge) Qualifications: Graduation: (Please specify preferences, if any) Post-graduation: (Please specify preferences, if any) Professional Qualifications: Certifications (please specify):
