New | Customer Relationship Officer - North

About the Role

This role involves managing banking relationships with 650 families in the geographic area of control by offering a full range of banking services. The Customer Relationship Officer will be directly responsible for acquiring new customers for Group Lending (GL) business and servicing existing customers.

Key Responsibilities

• Acquire new customers for Group Lending (GL) business and service 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 customers, their family members, and their references.
• Deliver prompt customer services and be accessible to customers at all times for GL, IL, and Family Banking queries.
• Generate 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.
• Adhere to the defined set of processes and circulars.

Skills & Qualifications

• Graduate degree in any field.
• 0-1 year of experience in product sales, banking, or collection.
• Knowledge on unsecured products.
• Basic Computer knowledge (MS Office, Outlook) and ease of technology usage.
• Fluency in local languages and working knowledge of English.
• Product selling skills.
• Willingness to travel and relocation as per business requirements and career opportunities.
• Interpersonal skills.
• Ability to interface (orally and in writing) with all levels of associates and customers.
• Ability to manage teams and drive performance.
• Training skills.

What You'll Learn

In this role, you will learn about the full range of banking services and products offered by Ujjivan Financial Services. You will also develop skills in customer relationship management, product selling, and team management.

Resume Tip

When applying for this role, make sure to highlight your experience in product sales, banking, or collection. Emphasize your ability to interface with customers and your willingness to travel and relocate as per business requirements.