Customer Relationship Officer
Ujjivan Small Finance Bank
0 - 2 years
Alappuzha, Belgaum, Bellary, Bengaluru, Bijapur, Calicut, Chanda, Chennai, Coimbatore, Cuddalore, Davangere, Dindigul, Gulbarga, Hapur, Hospet, Kochi, Kumbakonam, Madurai, Mangalore, Mysore, Nagercoil, Patna, Puri, Raichur, Salem, Thanjavur, Thiruvananthapuram, Tirunelveli, Tiruvannamalai, Vellore
Posted: 22/04/2025
Job Description
Group Company: Ujjivan Small Finance Bank
Designation: Customer Relationship Officer (UB-MB-SB-CRO)
Office Location: South 1724-Piriyapatna, South 1103-Mathikere, South 1105-Magadi Road, South 1106-RT Nagar, South 1107-HAL, South 1110-Whitefield, South 1113-Banaswadi, South 1114-Ramanagar, South 1117-Maddur, South 1118-Sahakaranagar, South 1119-Yelahanka, South 1120-Channapatna, South 1123-Dharwad, South 1124-Hosur, South 1128-Belagavi, South 1130-Krishnagiri
South 1131-HaveriSouth 1132-DavangereSouth 1133-TumakuruSouth 1135-TirupathurSouth 1139-ShivamoggaSouth 1145-GadagSouth 1150-RajajinagarSouth 1152-VaniambadiSouth 1153-NanjangudSouth 1155-PalacodeSouth 1161-BailhongalSouth 1162-GokakSouth 1164-AmburSouth 1165-AthaniSouth 1167-VelloreSouth 1169-ErodeSouth 1170-ThiruvannamalaiSouth 1171-R S PuramSouth 1172-SalemSouth 1174-JamkhandiSouth 1176-ArcotSouth 1179-GobichetipalayamSouth 1181-KomarapalayamSouth 1184-SundarapuramSouth 1186-RamanathapuramSouth 1188-MettupalayamSouth 1189-UdumalaipettaiSouth 1191-DharapuramSouth 1193-Ernakulam-NorthSouth 1194-Palluruthy-KochiSouth 1195-BodinayakanurSouth 1197-PondicherrySouth 1198-SathyamangalamSouth 1602-PeriyakulamSouth 1606-CherthalaSouth 1607-DindigulSouth 1608-PanrutiSouth 1609-VirudhachalamSouth 1610-CuddaloreSouth 1611-GudalurSouth 1612-CoonoorSouth 1613-OotySouth 1616-ThrissurSouth 1618-AnaimalaiSouth 1622-KunnamkulamSouth 1623-HaripadSouth 1624-TriprayarSouth 1628-KumbakonamSouth 1629-GundlupetSouth 1630-T NarasipuraSouth 1631-TrichySouth 1632-ChamarajanagarSouth 1633-HoskoteSouth 1634-MannargudiSouth 1635-Bannerghatta RoadSouth 1638-VadalurSouth 1639-ThiruvarurSouth 1642-MayiladuthuraiSouth 1643-H D KoteSouth 1645-RajapalayamSouth 1647-KanchipuramSouth 1648-SivakasiSouth 1649-AmbasamudramSouth 1650-RasipuramSouth 1651-NelamangalaSouth 1652-TenkasiSouth 1653-CumbumSouth 1657-ThirunelveliSouth 1658-NagercoilSouth 1659-PandavapuraSouth 1660-MaduraiSouth 1661-ChengalpattuSouth 1662-ManjoorSouth 1663-TambaramSouth 1674-VelacherySouth 1682-PorurSouth 1694-MapusaSouth 1703-KottayamSouth 1704-Kozhikode CitySouth 1706-Thiruvananthapuram MainSouth 1646-K R PeteSouth 1655-AruppukottaiSouth 1183-ParamathivelurSouth 1134-ChitradurgaSouth 1147-ChintamaniSouth 1644-K R NagarSouth 1121-ChikkaballapurSouth 1625-SrirangapatnaSouth 1619-VascoSouth 1725-PattukottaiSouth 1603-ParavurSouth 1627-ThiruvaiyaruSouth 1641-KottarakaraSouth 1182-TiruchengoduSouth 1728-OttapalamSouth 1730-SindhanurSouth 1731-GangavathiSouth 1156-SiraSouth 1640-KollegalaSouth 1605-VaikomSouth 1637-ChikodiSouth 1681-MogapairSouth 1160-Sarjapur RoadSouth 1636-KarunagappallySouth 1685-NethanahalliSouth 1122-UttarahalliSouth 1729-KallakuruchiSouth 1701-PutturSouth 1700-HosapeteSouth 1615-AlappuzhaSouth 1108-ChamarajpetSouth 1168-ChikbannavaraSouth 1626-Mysuru-Double RoadSouth 1112-Chandra LayoutSouth 1142-Mysuru HebbalSouth 1146-DharmapuriSouth 1126-HubballiSouth 1144-TipturSouth 1111-HSR LayoutSouth 1654-SankarankovilSouth 1116-ChandapuraSouth 1109-LingarajapuramSouth 1143-BhadravathiSouth 1173-KengeriSouth 1102-KoramangalaSouth 1759-KovilpattiSouth 1761-AtturSouth 1668-IruppuSouth 1705-UdupiSouth 1721-KannurPosition description: Customer Relationship Officer
Primary Responsibilities:
- Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loans Convert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officers Share customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by Ujjivan Interact with customers in a courteous and professional manner provide prompt efficient and accurate services Ensure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelines Internal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family Banking Group Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTs Individual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms Coordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issues Learning Innovation Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines
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Reporting Team
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Educational qualifications preferred
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About Company
Ujjivan SFB provides banking services to the unbanked and underbanked population in India. It offers savings, loans, insurance, and digital banking tailored for low-income segments. The bank promotes financial inclusion through a wide network of branches.
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