Sachin Angarkhe Email & Phone Number

Pune, Maharashtra, India

Pune Area, India

Business Survey of ClusterIdentify cluster which appears to have potential for JL businessObtain and study cluster mapUnderstand the branch logistics and the relative distances and routes compared with the branch and HO. Also apply the area / sub area norms before finalizing the admin aspects of the cluster (viz. who will constitute the team, is the cluster contiguous to an existing cluster, does it need more staff etc.) Undertake field surveys and gather information for cluster reportPrepare cluster reportVisit cluster along with BH/ VP and obtain approval to commence business from clusterBuild Leads Build leads visiting house to house in the cluster or addressing meeting of a group of peoplePrepare lead report – Include all interested customersInform leads during lead building about the documents required at the next stageGroup TrainingArrive at the venue at least 10 min. in advance of the scheduled time and ensure that the venue is ready to receive the leads.Call meeting to order at the appointed time and ensure meeting discipline. Maintain quorum.Check if leads arrive with copy of ID and address proof with self attestationVerifies the address proofs and identity proofs before start of the meeting. Enquire about irregularities and if unsatisfactory, request customer to exit meetingCReM presents a brief introduction on JFS, product and process to the leadsTraining as per agenda and scriptMention names of AH, CRE-S & CRE-C to customers Inform rate of interest, charges payable for a loan, group liability conceptIntroduction of CRE-S to Customer (CRE-M - CRE-S Handoff)Prior coordination with CRE-S to arrive at a defined time at the meet