JOB TITLE : Relationship Manager-SCF
GRADE : SM
DEPARTMENT : MSME
LOCATION : Region
SUB-DEPARTMENT : Supply Chain Finance and Digital Lending
TYPE OF POSITION : Full-time
REPORTS TO : Regional Business Manager - Supply Chain Finance
REPORTING INTO
NA
- 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
NON-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
- 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
Business/ Financials
- 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.
Customer (Both Internal & External)
- 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
Internal Process
- 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.
Innovation & Learning
- 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.
Experience (Years and Core Experience Type)
4 to 9 years in sales of SCF or working capital products. Mixed experience of Sales + Credit is acceptable but should be predominantly in sales.
Certifications
NA
Functional Skills
Ability to drive sales performance. Will be required to manage customers of SCF loan at Branch level.
Ability to engage with dealers, colleagues of Anchor.
Plan & execute Marketing and Sales promotion for MSME loans
About
Awareness about different Liabilities, Insurance and loan products.
Ability to speak and read regional language(s)- is desirable. Ability to communicate in English.
Behavioral Skills
Product Knowledge
Training Skills
Willingness to travel & relocation as per business requirements and career opportunities
Managing customer relations
Performance oriented
Competencies
Computer Skills
Competent to handle MIS systems and Lending Software
INTERNAL
EXTERNAL
Product & marketing team
Branch Teams
Regional operations
Credit
Audit
Vigilance & FCU Team
Vendors
LSP Partners
DSAs
- Assets Requirement Details
Desktop with
i5 configuration
Laptop with
i5 configuration
Laptop with
i7 configuration
MS office
Email EP2 + ATP + Mvision
Email Kiosk + ATP + Mvision + Archival
Email on phone
VPN
MS Team
Mobile
Bio Metric + MDM
No
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
No
No
- Application Access Requirement Details
S.N.
Application Name
Access Required
(Yes/No)
Type of Access/ Role
(Read/Write/ Maker/Checker/Authoriser)
Remarks
(If Any)
1
Finvoice
Yes
Write
2
Finacle
Yes
Read
3
4
5
PREPARED BY – Ayush Saxena (UJJ32975)
DATE: 22-01-2026
REVIEWED BY – Arpit Kaien(UJJ55907)
DATE: 24.01.2026
LAST UPDATED BY: TM Team
DATE: 12-02-2026
This is Internal document.
