Customer Relationship Officer

**Customer Relationship Officer**:
Multiple locations
- Department
- NORTH BUSINESS
- Job posted on
- Jul 01, 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**: North 2220-Meerut, North 2242-Palwal, North 2274-Karnal, North 2289-Kaithal, North 2290-Kurukshetra, North 2294-Naraingarh, North 2296-Khargone

North 2299-Nagda

North 2215-Dausa

North 2339-Raipur

North 2333-Falna

North 2327-Gwalior

North 2223-Sawai Madhopur

North 2257-Jind

North 2312-Hathras

North 2245-Sanjay Place Agra

North 2228-Roorkee

North 2243-Rewari

North 2329-Ellenabad

North 2255-Abohar

North 2251-Hapur

North 2240-Uttam Nagar

North 2219-Khurja

North 2226-Jaipur

North 2309-Syana

North 2321-Barwani

North 2284-Vikas Nagar

North 2213-Bulandshahr

North 2300-Mator

North 2279-Sangrur

North 2225-Bundi

North 2304-Gidderbaha

North 2248-Firozabad

North 2269-Aligarh

North 2366-Kidwai Nagar

North 2388-Gorakhpur

North 2221-Ajmer

North 2315-Sejwaya

North 2343-Bilaspur

North 2381-Arera Colony

North 2341-Durg

North 2319-Moradabad

North 2214-Bharatpur

North 2234-Saharanpur

North 2210-Raj Nagar

North 2229-Haridwar

North 2203-Vigyan Vihar

North 2254-Yamuna Vihar

North 2232-Jodhpur

North 2317-Badnagar Ujjain

North 2218-Faridabad

North 2407-Basti

North 2374-Mahmoorganj

North 2204-Pul Prahladpur

North 2298-Sanawad

North 2211-Shadipur

North 2320-Fatehabad

North 2258-Bhiwani

**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 working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines