Customer Relationship Officer - Micro Banking
ConfidentialBengaluru / Bangalore30+ 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
Loan, Communication Skills, Innovation, Deposits
Create a job alert for this search
Relationship Officer • Bengaluru / Bangalore
Related jobs
- Promoted
Loan Officer- Micro Banking
ConfidentialBengaluru / Bangalore Develop and execute strategies to acquire new unsecured loan customers.Collaborate with the liabilities team to cross-sell unsecured loans.
Follow up on leads provided by team various channels withi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Officer-SBE-Small Business Enterprise-Sales
ConfidentialBengaluru / Bangalore, India Role : Relationship Officer- SBE.Assisting team in day to day tasks and coordinating with RMs for activities related to business.
Document collection from client and to ensure completion of all the d...Show moreLast updated: 30+ days ago
- Promoted
Customer Relationship Manager
ConfidentialBengaluru / Bangalore KEY DUTIES & RESPONSIBILITIES OF THE ROLE.Monitors branch performance in MB unsecured and secured loans along with ACRM.Responsible for acquiring new GL customers.
conversion of customers from unse...Show moreLast updated: 30+ days ago
- Promoted
Officer-Collection Phone Banking
ConfidentialBengaluru / Bangalore Call customers to make payment.Call Branch staff and follow up on Unrecovered cases.Meet the collection target set by the Unit.
Update the status or details of the call in the software.Maintain MIS ...Show moreLast updated: 30+ days ago
- Promoted
Relationship Officer-811-Digital Banking Kotak 811-Sales
ConfidentialBengaluru / Bangalore, India As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products.This is a high-ener...Show moreLast updated: 21 days ago
- Promoted
Senior Micro-Banking Expert
ConfidentialBengaluru / Bangalore, India We focus on full-time contracts (remote or onsite), typically between 1–12 months.We help our talent upskill, so they have better chances of landing their dream projects and charge fair rates.Outsi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Affluent
ConfidentialBengaluru / Bangalore, India Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers.
Sources new bank customers through external individual efforts an...Show moreLast updated: 21 days ago
- Promoted
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations
ConfidentialBengaluru / Bangalore, India We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment.
The role involves sourcing new customers, managing exi...Show moreLast updated: 21 days ago
- Promoted
Branch : Branch Relationship Officer - Premium Service
ConfidentialBengaluru / Bangalore, India The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy.
Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 30+ days ago
- Promoted
Branch : Branch Relationship Officer
ConfidentialBengaluru / Bangalore, India The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy.
Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
ConfidentialBengaluru / Bangalore Individually acquire and nurture relationships of the bank through all banking products • Generate new business to achieve defined sales targets •.
Build and deepen relationships with existing Custo...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager Bangalore For Leading Bank
ConfidentialBengaluru / Bangalore We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals program to manage retail banking customers, generate business through cross-selling of banking p...Show moreLast updated: 30+ days ago
- Promoted
RB-LS : Corporate Relationship Officer - RFR
ConfidentialBengaluru / Bangalore, India The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from branches and is responsible for sourcing of re...Show moreLast updated: 21 days ago
- Promoted
Relationship Officer- MSME
ConfidentialBengaluru / Bangalore To generate working capital business by closely working with retail branches.Lead generation and conversion.Achieving set business targets through multiple branches mapped to him / her.Customer Acqui...Show moreLast updated: 30+ days ago
- Promoted
Relationship Officer- MSME
Skywings Advisors Pvt. Ltd.Bangalore, Karnataka, India Graduate & 1-2 Years experience in Core MSME / LAP sales Must be incentive earner / stable.Responsible for quality customer acquisition as per product bouquet of the business.Adherence of the process ...Show moreLast updated: 23 days ago
- Promoted
Relationship Manager-SARAL LOANS-Marketing Branches Operations
ConfidentialBengaluru / Bangalore, India We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment.
The role involves handling cust...Show moreLast updated: 21 days ago
- Promoted
Customer Relationship Manager
SuvidhyajobsBengaluru, Karnataka, India Virtual Relationship Manager (VRM).Here are the detailed job roles and responsibilities.To engage regularly with the Imperial customers as defined by the contact policy and provide a Consistent & S...Show moreLast updated: 30+ days ago
- Promoted
Relationship Officer
ConfidentialBengaluru / Bangalore The Relationship Officer is responsible for building and maintaining strong relationships with clients to ensure high levels of customer satisfaction and loyalty.
This role involves identifying clie...Show moreLast updated: 30+ days ago