Customer Relationship Officer

Primary Responsibilities:
• Business Financials

• Meetthesettargets on GLintermsofopenmarketacquisitionandrepe at GLloans

• Convert GLcustomersfamilymemberandreferrals for Family Bankingintermsofopening Savings Accountsandmaintainingminimumbalance

• Activelysourcetermdeposits FDand RDfrom Familymembers of GLcustomers

• Offersuitable Insuranceproductstocustomerandfamilymemberstoprovideadequateinsurancecoverage Identify GLcustomerswhocanbepotentiallygiven Individualloanseitherunsecuredsecured Service Unsecured ILrequirementsofthecustomer

• Referqualityleads of Securedloanstorespectiveloanofficers Sharecustomerinsightsproductrelatedfeedbackwith the ACRMCustomer Ensurecustomers and Familymembersareeducatedaboutentirebouquetofbankingproducts Loans GLILSecured Deposits Insuranceoffered by Ujjivan

• Interactwithcustomersinacourteousandprofessionalmannerprovidepromptefficientandaccurateservices Ensuretimelyinsuranceclaimsettlementforhishercustomers

• Resolvecustomerqueriespertaining to GLILFamily Bankingwithinspecifiedtimelines Internal Process Identifyandconductsurveysofnewworkingareasforgroupformationandconductsprojectionmeeting for GLand Family Banking

• Group Loans Fillcustomerprofileforms Lo an Applicationformwithaccuracyandcollectssupportingdocumentsforaccountopeninginstrictadherence to KYCnormsfollowedby a Compulsory Group Training CGTs

• Individualloans Analyzeexistingcustomerprofileandrepaymentcapacityfillcustomerprofileforms Lo an Applicationformwithaccuracyandcollectssupportingdocumentsforaccountopeninginstrictadherence to KYCnorms

• Coordinatewithcustomersinthedisbursementprocess

• Conduct Center Meetingasperschedulewithoutfailandensuretimelyrepaymentscollectionofdepositsforsavingsaccountsfixeddepositupdatesalltransactions on True Cellaninterfacetotrackmonetarytransactions

• Opensavingsaccounts for Customerand their Familymembers in Ujjiv an Helptoconduct the CSRactivitiesandmotivatescustomerstoparticipatein the Financial Literacy Program

• Givethedetailedfieldreports to ACRManddiscussfieldrelatedissues Learning Innovation

• Maintainuptodateknowledge of GLILand Family Bankingproductsandservicesaswellasaworkingknowledgeofotherproductsofferedinthebranch

• Ensureadherencetotrainingmandaysmandatorytrainingprogramsforself Ensuregoalsettingmidyearreviewandperformanceappraisalprocessesarecompletedwithinspecifiedtimelines

Location- Rajanagaram, Madurai, Vellore, Cuddalore, Tirunelveli, Nagapattinam, Dharmapuri, Hosanagara, Pappireddipatti, Magadi, Kanakapura, Davangere, Shikaripara, Hukeri, Tiruchirapalli, Virudhachalam, Viluppuram, Tiruvannamalai, Haveri