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1. Customer Relationship Management
- • Manage relationships with contractors, fleet owners, and SME customers
- • Act as the primary point of contact for customer queries and servicing
- • Build strong engagement to drive repeat business and referrals
2. Deal Processing & Documentation
- • Collect and verify customer documents and application details
- • Ensure completeness of KYC, financials, and asset-related documentation
- • Coordinate with internal teams for smooth case processing
3. Credit Coordination & Proposal Handling
- • Prepare and submit loan proposals / CAM inputs
- • Liaise with Credit teams for approvals and query resolution
- • Ensure timely movement of files across approval stages
4. Disbursement & Execution
- • Coordinate with Operations for timely disbursement of loans
- • Ensure all pre-disbursement conditions are met
- • Track case status and resolve delays
5. Business Support & Sourcing (Limited)
- • Support sourcing through dealer references and existing relationships
- • Assist State Head / ASM in deal origination and closure
- • Generate leads through local market connect and referrals
6. Portfolio Management & Follow-ups
- • Track customer repayment behavior and early delinquency signals
- • Follow up with customers for timely repayments
- • Coordinate with Collections teams for overdue cases
7. Utilization & Customer Engagement
- • Drive repeat transactions and utilization of existing relationships
- • Ensure continuous engagement with active customers and dealers
- • Identify opportunities for cross-sell / additional funding
8. MIS & Reporting
- • Maintain data on cases handled, disbursements, and pipeline
- • Update internal systems and provide regular status updates
- • Ensure accuracy of reporting
9. Compliance & Process Adherence
- • Ensure adherence to internal policies, KYC norms, and documentation standards
- • Maintain audit-ready documentation
- • Support audit and compliance checks
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