Relationship Officer

Job description

PURPOSE

Relationship officer in Group loans is responsible for Sourcing Group loan files by enrolling new members to the society & to collect their repayment weekly basis without dues.
 

DUTIES & RESPONSIBILITIES

• RO should do morning report from the center on collection days before 8:00 AM.
• On days of no collection demand RO should conduct market surveys and Area surveys accurately to enroll new members conducting Formation Meeting & Know exactly the quality of life of the members in each area.
• Eligible Members should be given a detailed CGT meeting
• After CGT & successful Highmark process the proofs required for the loans & membership should be collected ensuring all proofs are self-attested
• Before planning GRT, RO should ensure all documentations are completed regarding loan application & membership creation.

• The RO should maintain a good relationship with the loan members and their nominees throughout the tenure & should always help them in case of enquiries regarding our society and loan products.

• When Members are ready for GRT the information must be submitted to Branch Manager/Unit Head.

• After the loan is disbursed to the members, the RO shall inform all the members about the date of first collection & meeting day after the approval of Branch Manager/Unit Head.

• The cash received from the field must be handover to the Accounts/branch on the same day after getting verified by Branch Manager/Unit Head.