A regimen of visits to the source will need to be maintained and recorded in the officers file
Provide timely feedback on the leads generated from a source
Ensure that disbursements are made as per expectations of the sources, which are reasonable
Involve them in contests launched for them and ensure excitement and participation
Generating leads will be a primary responsibility of the officer.
The officers superiors will share the responsibility of identifying sources as well as developing
relationships with them.
Based on a defined geographical area which is illustrated with the help of Google Maps, the
officer will scan the area for sources
He will be responsible for developing and maintaining relationships with sources allocated by
his superiors
Maintain all the necessary reports required for business review and analysis.
Assess and evaluate income of the prospects family
Understand current liabilities, duration , amount outstanding
Assess eligibility of the prospect basis family income, liabilities, past repayment track record,
retirement age, CIBIL check, assets and banking habits.
Acquire knowledge and ability to understand property details, the documents required
especially in complex cases
Comply with norms else justify with logic in case of deviation from norms.