Relationship OfficerConfidential • Jamnagar
Relationship Officer
Confidential • Jamnagar
30+ days ago
Job descriptionEnsure 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, efficient and accurate services Ensure timely insurance claim settlement for his / her customers Resolve customer queries / pertaining to GL, IL & Family Banking within specified timelines 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 account opening in strict adherence to KYC norms followed by a Compulsory Group Training (CGTs) Individual loans (for certified CROs) : 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 norms Coordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments, collection of deposits for savings accounts / fixed deposit, updates all transactions on True-Cell, an interface to track monetary transactions Open 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 Program Give the detailed field reports to ACRM and discuss field related issues Adherence to the defined set of processes and circulars. Maintain up to date knowledge of GL, IL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training man-days / mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines
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
Internal Process
Learning & Innovation
Skills Required
Csr, Communication Skills, Interpersonal Skill, Target Achiever, Loans
Create a job alert for this search
Relationship Officer • Jamnagar
Related jobs
Saattvik Natural is a startup created by Own Startup Services Pvt Ltd.Ultra Cold Pressed Edible Oils like that of Suflower, Groundnut, Sesame, Coconut and Safflower Oils of high oleic content, ric...Show more
Donor Relations & Partnerships Associate
Leap 300 • Jamnagar, Gujarat, India
JD : Donor Relations & Partnerships Associate Leap 300 : Non-Governmental Organisation (NGO) A high-impact sales and partnerships role for someone who thrives on building relationships, driving rene...Show more
Last updated: 13 days ago • Promoted
Customer Service Officer / Sales
EcoOrigin • Jamnagar, IN
We're looking for an extroverted, outspoken salesperson who's confident, assertive, and not easily negotiated down.Engage with potential customers through various channels (phone, email, face-to-fa...Show more
Last updated: 30+ days ago • Promoted
Digital Sales Officer-Saattvik Natural-Remote
Own startup services Pvt ltd • jamnagar, gujarat, in
Remote
Last updated: 22 days ago • Promoted
Relationship Manager
Petpooja • Jamnagar, Gujarat, India
Summary : We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS).
The role involves lead generation t...Show more
Last updated: 30+ days ago • Promoted
Inbound Sales & Relationship Specialist
Dozti • Jamnagar, IN
Inbound Sales & Relationship Specialist – Dozti.Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries.We support purpose-bui...Show more
Last updated: 5 days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Jamnagar, Gujarat, India
The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S)he would be responsible for acquiring High Ne...Show more
Last updated: 30+ days ago • Promoted
International Sales Leader – Business Development (BPO Services)
Qualfon • jamnagar, gujarat, in
We are seeking a dynamic and strategic.Asia (India, Philippines, Australia).The ideal candidate will be responsible for driving new client acquisition, expanding strategic partnerships, and achievi...Show more
Last updated: 5 days ago • Promoted
Relationship Manager
AAA Global • Jamnagar, Gujarat, India
Relationship Manager – Wealth Management Location : Anywhere in India or Asia Experience : 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management...Show more
Last updated: 17 days ago • Promoted
Senior Relationship Manager
HDFC securities • Jamnagar, Gujarat, India
Immediate joiners preferred Location : Ahmedabad Relationship Manager / Senior Relationship Manager - Ahmedabad Experience required : 5 Years+ Job Description : - Execution of trade orders on behal...Show more
Last updated: 20 days ago • Promoted
Admission Counsellor
Chitkara University • Jamnagar, IN
The Admissions Counselor will play a key role in driving enrollment growth for the Online MBA.Program at Chitkara University Online.
The counselor will be responsible for guiding prospective student...Show more
Last updated: 5 days ago • Promoted
Affiliate & Retention Manager (iGaming)
Valor.Partners • Jamnagar, IN
We are looking for a specialist who can combine partner management with player retention.A strong understanding of the iGaming market, analytics, and effective communication is essential.Gaming in ...Show more
Last updated: 13 days ago • Promoted
Relationship Manager Corporate Banking
Careerfit • Jamnagar, Gujarat, India
Experience – 4-6 years of experience working in Corporate Banking Job base location – Ahmedabad Working from – Ahmedabad Education – MBA in Finance, Marketing, or equivalent field Title – Relat...Show more
Last updated: 21 days ago • Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltd • jamnagar, gujarat, in
You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show more
Last updated: 22 days ago • Promoted
Telesales Representative
Shramii • Jamnagar, Gujarat, India
Company Description Shramii offers a powerful all-in-one platform to revolutionize team management.Our app enables real-time attendance tracking, streamlined shift planning, and comprehensive emplo...Show more
Last updated: 30+ days ago • Promoted
Investor Relation Executive
Talentoj • Jamnagar, IN
Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems.
You have basic financial knowledge.Show more
Last updated: 19 days ago • Promoted
Employee Relations (ER) Shift Lead
Tata Electronics • Jamnagar, IN
Tata Electronics is a prominent global player in the electronics manufacturing industry, with fast-emerging capabilities in Electronics Manufacturing Services, Semiconductor Assembly and Test, Semi...Show more
Last updated: 21 days ago • Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreq • jamnagar, gujarat, in
Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show more
Last updated: 22 days ago • Promoted
Relationship Manager
Call2Connect • Jamnagar, Gujarat, India
Position : - Relationship Manager Mode : - Online digital sales Product : - Ulip plans(mutual Fund) Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred) Financial pro...Show more
Last updated: 13 days ago • Promoted