Customer Relationship Officer

12 hours ago

India Ujjivan small finance bank Full time ₹ 4,00,000 - ₹ 8,00,000 per year
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-ThaneWest 4413-ChemburWest 4414-Govandi MankhurdWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4432-KharadiWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4441-NavsariWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4447-AkotaWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4457-VapiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4463-NadiadWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4491-VyaraWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4499-BotadWest 4505-VirarWest 4507-Kaniyel

West 4510-Khadana

West 4511-GodthalWest 4513-BadodaraWest 4514-ParsanatajWest 4515-AnandWest 4516-JamnagarWest 4517-Godhara

West 4518-Prahalad Nagar

West 4519-DahodWest 4520-MorbiWest 4523-NandedWest 4524-ModasaWest 4526-ChandrapurWest 4527-HalolWest 4530-TransadWest 4531-AmbavWest 4532-BorolWest 4534-GhatkoparWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4541-BodeliWest 4542-VadaliWest 4544-JasdanWest 4549-Fulchurnaka/Awantibai ChowkWest 4550-LunawadaWest 4558-Narol Circle /Hathijan CircleWest 4506-KahanwadiWest 4529-KharivavdiWest 4504-MalvanWest 4512-BhaladaWest 4407-PimpriWest 4509-NavakhalWest 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 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

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