Customer Relationship Officer

7 hours 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 Officer (UB-RB-WB-CRO), Customer Relationship Officer (UB-MB-EB-CRO), Customer Relationship Officer (UB-MB-WB-CRO), Customer Relationship Officer (UB-MB-NB-CRO)

**Office Location**: Jalgaon, Vadodara, Solapur, Ahmednagar, West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne

West 4412-Thane

West 4413-Chembur

West 4414-Govandi Mankhurd

West 4415-Kondhwa

West 4416-Kalyan

West 4419-Ambarnath

West 4420-Dombivli

West 4422-LBS Road

West 4423-Nashik Central

West 4427-Chakala

West 4428-Udhana

West 4430-Parvat Gam

West 4431-Kapodra

West 4432-Kharadi

West 4433-Goregaon

West 4435-Borivali

West 4436-Sion

West 4438-Santacruz

West 4441-Navsari

West 4442-Harni Road

West 4443-Makarpura Road

West 4447-Akota

West 4448-Ankaleshwar

West 4449-Bharuch

West 4450-Ahmednagar

West 4452-Satara

West 4453-Karad

West 4454-Garkheda

West 4455-Samarth Nagar

West 4456-Bhiwandi

West 4457-Vapi

West 4458-Solapur

West 4460-Sangli

West 4462-Kamothe

West 4463-Nadiad

West 4464-Kolhapur

West 4465-Nava Vadaj

West 4467-Naroda Patiya

West 4468-CTM

West 4470-Ichalkaranji

West 4472-Bardoli

West 4473-Valsad

West 4474-Jalgaon

West 4475-Bhusawal

West 4479-Mehsana

West 4480-Himmatnagar

West 4482-Mavdi Chowk

West 4483-Shastri Maidan

West 4490-Rajpipla

West 4491-Vyara

West 4493-Latur

West 4495-Byramji Town

West 4496-C A Road

West 4498-Bhavnagar

West 4499-Botad

West 4505-Virar

West 4507-Kaniyel

West 4510-Khadana

West 4511-Godthal

West 4513-Badodara

West 4514-Parsanataj

West 4515-Anand

West 4516-Jamnagar

West 4517-Godhara

West 4518-Prahalad Nagar

West 4519-Dahod

West 4520-Morbi

West 4523-Nanded

West 4524-Modasa

West 4526-Chandrapur

West 4527-Halol

West 4530-Transad

West 4531-Ambav

West 4532-Borol

West 4534-Ghatkopar

West 4538-Jalna

West 4539-Gandhidham

West 4540-Pusad

West 4541-Bodeli

West 4542-Vadali

West 4544-Jasdan

West 4549-Fulchurnaka/Awantibai Chowk

West 4550-Lunawada

West 4558-Narol Circle /Hathijan Circle

West 4506-Kahanwadi

West 4529-Kharivavdi

West 4504-Malvan

West 4512-Bhalada

West 4407-Pimpri

West 4509-Navakhal

West 4502-Bhoj

**Position description**: Customer Relationship Officer

**Primary Responsibilities**:

- Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer 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 customerRefer quality leads of Secured loans to respective loan officersShare 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 UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup 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 CGTsIndividual 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 normsCoordinate with customers in the disbursement processConduct 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 transactionsOpen 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 ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a wo

  • 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 Muniyur

    6 days ago

    India Ujjivan Small Finance Bank Full time

    **Customer Relationship Officer Muniyur**: Multiple locations - Sub Function/POD - SOUTH BUSINESS - Job posted on - Aug 12, 2025 - Employee Type - Permanent - Experience range (Years) - 0 - 1 year Required Abilities: - Near Vision - The ability to see details at close range (within a few feet of the observer).- Speech Clarity - The ability to speak clearly...

  • CUSTOMER RELATIONSHIP OFFICER

    1 week ago

    Contai, India Peerless Financial Products Distribution Ltd. Full time

    Job Description ROLES & RESPONSIBILITIES OF CRO Role Name/Designation CUSTOMER RELATIONSHIP OFFICER Function/Department Customer Service Grade EXECUTIVE Reporting To Functionally Administratively Head Customer Advisory & Customer Service Branch Head Purpose of the Role Attend customer enquiry at branch and follow customer processes / service delivery...

  • Relationship Officer

    4 weeks 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

    6 days ago

    India Ujjivan Small Finance Bank Full time

    **Relationship Officer-Micro Mortgages - Modinagar & Meerut**: Multiple locations - Department - NORTH BUSINESS - Job posted on - Aug 12, 2025 - Employee Type - Permanent - Experience range (Years) - 1 year - 6 years Business/ Financials - Achieve the set targets on MLAP Loans in terms of open market acquisition and existing potential customer conversion -...

  • Branch Relationship Officer

    1 week ago

    Muzaffarpur, India Archbridge Capital Pvt Limited Full time

    Job Description Company Description We suggest you enter details here. Role Description This is a full-time hybrid role for a Branch Relationship Officer located in Muzaffarpur with some work from home acceptable. The Branch Relationship Officer will be responsible for managing business relationships with clients, providing excellent customer service, and...

  • Customer Relationship Executive

    22 hours ago

    Delhi, India klove Studio Full time

    Job Description CRM Executive /Coordinator Position - CRM Executive Salary - Upto Rs 25 000 Rs.30,000 (As per experience) Location - Greenpark, New Delhi - Work From Office Timings - 09.30 AM to 6.30 PM Duration Monday to Saturday CRM maintains an ongoing level of engagement with key customers and build trusting relationships with clients and protect the...

  • (Urgent) Relationship officer

    2 weeks ago

    Indore, India SkillLabs Full time

    Job Description A Relationship Officer is responsible for managing and nurturing client relationships. Key responsibilities include: - Building Relationships: Establishing and maintaining strong relationships with clients to ensure satisfaction and loyalty. 2 - Client Needs Assessment: Identifying and addressing client needs, resolving issues, and providing...

  • 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

  • CEC-Relationship Officer Customer Engagement

    2 days ago

    India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    DescriptionJob Role  Ø Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers.  Ø Sources new bank customers through Lead generation model and responsible for conversion from external field support Ø Ensures high levels of customer service orientation and application of bank...