- POSITION DESCRIPTION

JOB TITLE : Customer Relationship Officer

GRADE : O/AM-I/AM-II

DEPARTMENT : MICROBANKING

LOCATION : Branch

SUB-DEPARTMENT : TYPE OF POSITION : Full time

REPORTS TO : Assistant Customer Relationship Manager

REPORTING INTO

NA
- ROLE PURPOSE & OBJECTIVE
- Manages banking relationship with 650 families within the geographic area of control by offering full range of banking services
- Directly responsible to acquire new customers for Group Lending (GL) business and servicing existing customers
- Upsell loans to right customers and family members based on requirement and capacity to repay
- Offer and onboard Savings Accounts and other deposit products to customer, their family members and their references
- Deliver prompt customer services; be accessible to customers at all times for GL, IL and Family Banking queries
- G enerate quality leads for cross-selling for third party products offered by Ujjivan Small finance Bank.
- Provide timely loan for eligible repeat and top-up customers.
- Adherence to the defined set of processes and circulars.




- SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

Portfolio Managed- Customers handled-- Number of portfolio products- Group Loan, Individual Loan, CASA, TD and TPP products
- 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 abou

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