KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
- Meet the set targets on Group Loans (GL) in terms of open market acquisition and repeat GL loans
- Convert GL customers, family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance
- Actively source term deposits (FD and RD) from Family members of GL customers
- Offer suitable Insurance products to customer and family members to provide adequate insurance coverage
- Identify, process and refer GL customers who can be potentially given Individual loans either unsecured /secured
- Share customer insights/product related feedback with the ACRM

Customer
- Ensure customers and Family members are educated about entire bouquet of banking products (Loans GL, IL, Secured,



Deposits & Insurance) offered by Ujjivan
- Interact with customers in a courteous and professional manner; provide prompt, effective and accurate services
- Ensure timely insurance claim settlement for his/her customers
- Resolve customer queries/pertaining to GL, IL & Family Banking within specified timelines

Internal Process
- Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family Banking
- Group Loans: Fill customer profile forms, Loan Application form with accuracy and collects supporting documents for

📌 Customer Relationship Officer (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru