Customer Relationship Officer
7 hours ago
**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
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