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 recent 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 educate
📌 Customer Relationship Officer (India)
🏢 Ujjivan Small Finance Bank
📍 India
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