Relationship Officer

2 days ago

India Ujjivan Small Finance Bank Full time

**Relationship Officer-Micro Mortgages-Indore**:
Multiple locations
- Department
- NORTH BUSINESS
- Job posted on
- Jan 09, 2025
- Employment type
- Permanent
- 1._ Business/ Financials
- 2._ _Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion_
- 3._ _Maintain database of the prospects, meet select prospects and manage the relationship thereafter_
- 4._ _Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans_
- 5._ _Should be ready to travel extensively across the catchment area of the location to build the base of business_

6. Customer _(Both Internal & External)_
- 7._ _Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services and establish professional relationship with them, with a long-term perspective_
- 8._ _Guarantee confidential treatment of all the information gathered from customers and demonstrate the highest order of integrity as per the code of conduct of the organization_
- 9._ Internal Process
- 11._ _Visit the customer’s business and home to do the assessment/evaluation, following the “Product Policy” procedures. _
- 12._ _Coordinate with the credit department in case of identifying discrepancies or problems in customer’s information, reports, etc. through Cluster Manager - MLAP_
- 13._ Innovation & Learning
- 14._ _Maintain up to date knowledge of MLAP product as well as a working knowledge of other products offered in the branch_
- 15._ _Inform Cluster Manager - MLAP about the demand in his/her assigned branch catchment as well as on the competition on a regular basis_
- 16._ _Ensure adherence to training man-days/ mandatory training programs for self _
- Should be updated with the latest trends in civic and local laws of the location of operation_

  • Relationship Officer

    1 week ago

    Bengaluru, India Kotak Mahindra Bank Full time

    Job Description Company Description Established in 1985, the Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. received a banking license from the Reserve Bank of India, becoming Kotak Mahindra Bank Limited. The Group offers a wide range of financial services, including commercial...

  • Relationship Officer

    6 days ago

    Muzaffarpur, India Utkarsh Small Finance Bank Full time

    Job Description Company Description Utkarsh Small Finance Bank Limited (USFBL), established on April 30, 2016, provides banking and financial services with a focus on underserved and unserved areas of the country. The Bank, headquartered in Varanasi, Uttar Pradesh, began its operations on January 23, 2017, following the small finance banking licence granted...

  • Relationship Officer

    3 weeks ago

    India Skywings Advisors Full time

    Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his her sales effort in terms of generating benefit illustrations accompanying on client calls Relationship Management Bank is the key customer of the Relationship Officer and he she must engage an open...

  • Customer Relationship Officer

    4 weeks ago

    India Ujjivan small finance bank Full time

    Customer Relationship Officer Multiple locations Department WEST MICROBANKING-GL Job posted on Sep 15, 2025 Employment type Permanent Group Company: Ujjivan Small Finance Bank Limited Designation: Customer Relationship Officer (UB-RB-SB-CRO), Customer Relationship Officer (UB-RB-EB-CRO), Customer Relationship Officer (UB-RB-NB-CRO), Customer Relationship...

  • Customer Relationship Officer

    2 weeks ago

    India Ujjivan small finance bank Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Customer Relationship OfficerMultiple locationsDepartmentWEST MICROBANKING-GLJob posted onSep 15, 2025Employment typePermanentGroup Company: Ujjivan Small Finance Bank LimitedDesignation: Customer Relationship Officer (UB-RB-SB-CRO), Customer Relationship Officer (UB-RB-EB-CRO), Customer Relationship Officer (UB-RB-NB-CRO), Customer Relationship Officer...

  • Customer Relationship Officer

    6 days ago

    India Ujjivan Small Finance Bank Full time

    **Customer Relationship Officer**: Multiple locations - Department - WEST MICROBANKING-GL - Job posted on - Sep 15, 2025 - Employment type - Permanent **Group Company**: Ujjivan Small Finance Bank Limited **Designation**: Customer Relationship Officer (UB-RB-SB-CRO), Customer Relationship Officer (UB-RB-EB-CRO), Customer Relationship Officer...

  • Relationship Officer

    2 weeks ago

    Jaipur, India Hirva HR Solutions Pvt Ltd. Full time

    Job Description This job is provided by apna.co Job Role :- Relationship Officer - Manage the Home Loan sales through assigned Bank - Resolving customer queries - Close The leads Provided By the assigned Bank - Handle the walk-in customer - Do Cross Selling of the Products Candidate Profile - Apply 12th Pass with good communication skills - Need minimum...

  • Relationship Officer

    4 weeks ago

    Indore, India The Muthoot Group Full time

    Job Description This job is provided by apna.co Job Title: Relationship Officer LAP Department: Sales Reports To: Sales Manager Location: Indore Job Purpose To acquire new customers and manage existing relationships for mortgage products such as home loans, loan against property (LAP), balance transfer, and top-up loans, ensuring sales targets are met...

  • Relationship Officer

    2 days ago

    Kozhikode, Kerala, India, Kerala GyanDhan Full time

    As a relationship officer, you will meet the loan applicant, conduct an analysis of their requirement, help thecustomer with documentation and process their loan application in our partner banks. You will also maintainrelationships with our partner bank’s branches to smoothly process applications and grow the business.Job Specification:● Must be good in...

  • Relationship Officer

    2 weeks ago

    Mumbai, -VASAI-VASAI WEST-NO.- 'BADRINATH'-BR-MAH, BADRINATH AMBADI ROAD VASAI WEST, Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Relationship Officer-811-Digital Banking Kotak 811-SalesThe Relationship Officer will be responsible for sales and promotion of Kotak 811 Digital Banking services. The role involves building and maintaining customer relationships, achieving sales targets, and providing excellent customer service