Trainee Kendra Manager

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 clientbase in
his/her groups
• Ensure timely and accurate handover of cash collected in the field at the branchoffice
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 theloans
& 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 higherauthorities to
be performed from time to time.