Trainee Kendra Manager

This position is responsible for acquisition and retention of clients and maintaining high standards of service.

Operations: • Achieve individual targets of outreach, portfolio volume and portfolio quality as per agreed numbers month on month • Follow client verification norms as per established standards to ensure credit worthiness before disbursement of loans • Ensure loan disbursement cycle time of 15 days is adhered to and met on all occasions • Conduct loan utilization checks within 10 weeks of loan disbursement for all clients • Ensure on time and accurate maintenance and submission of all relevant records & reports of all clients as well as internal branch records • Ensure publicity and awareness of all new products and services across the client base in his/her groups • Ensure timely and accurate handover of cash collected in the field at the branch office on a daily basis • Build rapport and a relationship with clients to ensure client retention • To conduct village survey, identify the members and form groups • Arranging Projection Meetings, Compulsory Group Training programmes • To handle all his Kendra Meetings and handle the clients as per the policy. • Conducting of Kendra Meeting as per schedule. • Collection of loans & any other charges • Disbursement of Emergency loan. Completion of documentation regarding Income generating loans and other loans to the members/clients. • To strive for good credit discipline • Conducting exit interview of leaving members • Reporting of daily events to the branch manager • To maintain client KYC document, MBDF, PPIs of his Kendras. • Visiting the member house for filling up of Cash Flow statement • To maintain of all records & Books as per the requirement. • To perform rotational duties like cash, accounts, stock, mess & reports preparation as entrusted by Branch Manager. • To conduct Loan Utilization Checks as per norms. • Updating all the policy changes to members up-to-date • To achieve the goals and constantly motivate the members to properly utilize the loans & services of CA Grameen. • Act as mentor for new TKMs & For Trainees • Senior most KM to officiate in the absence of BM with the permission of Area Manager. • Any other duties and responsibilities assigned by Branch Manager and higher authorities to be performed from time to time