GL - Customer Relationship Officer - Micro Banking - Bangalore & Mysore Cluster

Job Description:

Field Operation:

• Identify and conduct surveys of new working areas for group formation.
• Conduct projection meeting and form groups
• Conduct Compulsory Group Training of Groups
• Fill customer profile forms with 100% accuracy and collect supporting documents.
• Make Customer House visits and cross verify the household assets details furnished by the customer.
• Conduct Center meeting as per scheduled time and day without fail and maintain above 95% customer attendance.
• Update minute books of Groups in Center meetings.
• Follow center meeting procedure thoroughly without fail.
• Manage the total loans given out to customer.
• Fill loan application form necessary documents for loan disbursement.
• Conduct 100% loan utilization check within 7 days from the day of disbursement.
• Motivate the customer for on time loan repayment.
• Handover the loan repayment to Cashier in Branch Office.
• Monitor the customer for better control over the program.
• Open Group saving Account with bank the help of Cashier and Customer Relationship Manager.
• Discuss field related issues with CRM.
• Submit the incentive claim form before 7th of every month to CRM.
• Retain customers & minimize dropouts.
• Promptly resolve all enquiries & complain of Customer.
• Maintain good relationship with customers and local people to improve the program.
• CRS should count the repayment cash and submit to the CRM or Cashier immediately after reaching the branch office.
• Give the detailed field reports to CRM.