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
)
Admissions Officer
CHANDIGARH UNIVERSITY • Jamnagar, IN
The Admission Executive (Outreach) is responsible for executing field-based marketing and outreach initiatives to promote institutional programs, generate leads, and drive student enrollments.The r...Show more
Last updated: 2 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
Principal Officer
The Premier Consultants ( Recruitment Company ) • Jamnagar, IN
We’re Hiring | Principal Officer – Gift City, Gandhinagar.Exciting opportunity for seasoned finance professionals!.Our client is leading fund management company with presence in India, UAE and Maur...Show more
Last updated: 4 hours ago • Promoted • New!
Business Development Position (B2B Sales)
Franchise World • Jamnagar, IN
Brand Onboarding Executive / Business Development Executive .This role ensures a smooth registration process, verifies brand information, and guides partners through setup, compliance, and launch.Th...Show more
Last updated: 4 hours ago • Promoted • New!
Relationship Manager- Custody / AIF / Capital Markets
The Premier Consultants ( Recruitment Company ) • Jamnagar, IN
Opening with a leading Private Sector Bank.Role : Relationship Manager- Custody / AIF / Capital Markets.Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and I...Show more
Last updated: 4 hours ago • Promoted • New!
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: 6 days ago • Promoted
Senior Relationship Manager
ISOLN Wealth • Jamnagar, IN
We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team.The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients,...Show more
Last updated: 16 days ago • Promoted
Wealth Manager
Motilal Oswal Financial Services Ltd • Jamnagar, IN
Motilal Oswal Financial Services Limit (MOFSL).Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.Maintaining...Show more
Last updated: 16 days ago • Promoted
Relationship Manager- GCC Clients (Global Capability Center)
The Premier Consultants ( Recruitment Company ) • Jamnagar, IN
This is regarding a Job Opportunity with a.Position- Relationship Manager- GCC Clients (Global Capability Center).Business Development & Client Relationship Management.
Acquire new Financial GCC cli...Show more
Last updated: 4 hours ago • Promoted • New!
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: 7 days ago • Promoted
Branch : Branch Relationship Officer
Confidential • Jamnagar, 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 more
Last updated: 1 day 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: 21 days ago • Promoted
Sales & Client Relations Executive
1plus1 Studio • Jamnagar, IN
At 1Plus1 Studio, we don’t just capture weddings—we tell love stories that are timeless, artistic, and deeply personal.With over a decade of experience and features in Vogue, Harper’s Bazaar, Bride...Show more
Last updated: 2 days ago • Promoted
Customer Relations Executive
Reegreen Recycle • Jamnagar, IN
IT hardware rental solutions to businesses and individuals.We pride ourselves on speed, service quality, and making technology accessible.
We are looking for a detail-oriented CRM Executive to ensur...Show more
Last updated: 4 hours ago • Promoted • New!
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: 23 days ago • Promoted
Investor Relations Manager
Zigsaw • Jamnagar, IN
We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
Last updated: 4 hours ago • Promoted • New!
Email Specialist and Lead Generation Executive
Opvia.in • Jamnagar, IN
Job Title : Email Specialist & Lead Generation Executive.We are hiring for a UK-based client expanding their international business development team.
This role is perfect for someone who enjoys commu...Show more
Last updated: 4 hours ago • Promoted • New!
International Trade Commissioner
Liferiver Bio-Tech Corp. • Jamnagar, IN
Develop new markets, establish and maintain overseas customer relationships, expand the market share of the company's products, understand and collect market information and the situation of compet...Show more
Last updated: 30+ days ago • Promoted