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
- Maintain database of the prospects, meet select prospects and manage the relationship thereafter
- Attend X (to be defined) number of prospects in a day/week/month to generate leads and references for MLAP Loans
- Should be ready to travel extensively across the catchment area of the location to build the base of business

Customer (Both Internal & External)
- 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
- 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

Internal Process
- Visit the customer’s business and home to do the assessment/evaluation, following the “Product Policy” procedures.
- Coordinate with the credit department in case of identifying discrepancies or problems in customer’s information, reports, etc. through Cluster Manager - MLAP

Innovation & Learning
- Maintain up to date knowledge of MLAP product as well as a working knowledge of other products offered in the branch
- Inform Cluster Manager - MLAP about the demand in his/her assigned branch catchment as well as on the competition on a regular basis
- 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


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