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Credit Management is the lifeline for most of the Financial institutions. In a global economy hooked on credit, credit management is more important than ever before. As banks and financial institutions work to transform their credit management operations, getting it right means rethinking the customer journey.

Put simply, credit makes the world economy go around. With so much at stake, it’s easy to see why effective, efficient credit management is vital— and why failure to manage credit properly raises unacceptable risks to consumers and businesses alike. Notwithstanding the importance of this issue, however, banks and other financial institutions often struggle with the myriad shortcomings of their credit and collections operations.

With the recent nationwide lockdown due to the coronavirus in 2020, the traditional means of collections turned out to be more ineffective.

Moreover, in June 2020, the RBI tightened norms for recovery practices. RBI’s additional compliance guidelines for ethical collections now make it difficult to disburse loans speedily.

Recent events have put collection and recovery departments to the test and forced them to become more inventive. Some of the pressing challenges in Credit Managements include:

  • Manual management of credit operations
  • Not able to track the conversation between field collection agents and customer
  • Lack of data visibility from Third party Collection agencies
  • Misalingment of Collection communication strategies between the channels leading to lower engagement rates which leads to poor collection rates

Automation and full stack customer Engagement platform can offer simple solutions to the complex problem.

This Roundtable will bring some of the Industrial pioneers and thought leaders from Banks and Financial institutions. It allows the attendees to discuss some of the key challenges in Credit management, collection strategies and how technology adoption can simplify its challenges.

Presenting Partner

Exotel is one of Asia’s largest cloud telephony companies, working with 4,500+ businesses including top enterprises and start-ups. They solve communication problems for various industries be it Automobile, E-commerce, Cab aggregators, BFSI or Fintech. Exotel is a secure and reliable business phone system on the cloud. Simple to setup. No additional infrastructure or equipment required. Enables sales and support teams irrespective of where they work from.

Visit us at www.exotel.com

Our Speakers

Ranjeetsingh-Lamba

Ranjeetsingh Lamba

Head of Contact Center

Edelweiss Financial Services
Bharathiraja-Shanmugam

Bharathiraja Shanmugam

EVP & Head of Credit,
Collection and Strategy

Unity Small Finance Bank
Anurag-Kumar

Anurag Kumar

Business Head – Collection
& Credit improvement

Paisabazaar
Rahul-Patil

Rahul Patil

Sr. Assistant Vice President
& Zonal Credit & Operations Head

Cholamandalam Investment & Finance Company Ltd
Sambandamurthy Venkatesan

Sambandamurthy Venkatesan

Head Of Collections and Recovery

Fincare Small Finance Bank
Subha Sundaram

Subha Sundaram

ABM Lead

Exotel

Who should attend

Head / VP of Collection

Head of Retail Credit

Business Head of Loans / Housing Loans/ Educational Loans /Personal Loans / 2 wheeler loans

Head Rural Lending / Head of Agri loans

Head of Credit management

Agenda

3:30 PM – Opening Remarks

3:35 PM – Digital Transformation of Credit Management in BFSI

3:55 PM – Panel Discussion: Reimagining the Collection strategies for Financial Institutions

4:45 PM – Q & A Session

5:00 PM – Close of the Roundtable