Job Description

#

Customer Relationship Officer

Multiple locations








Department
NORTH BUSINESS
Job posted on
Jan 09, 2026
Employee Type
Permanent
Experience range (Years)
0 - 0

Group Company:

Ujjivan Small Finance Bank Limited

Designation:

Customer Relationship Officer (UB-RB-SB-CRO), Customer Relationship Officer (UB-RB-EB-CRO), Customer Relationship Officer (UB-RB-NB-CRO), Customer Relationship Officer (UB-RB-WB-CRO), Customer Relationship Officer (UB-MB-EB-CRO), Customer Relationship Officer (UB-MB-WB-CRO), Customer Relationship Officer (UB-MB-NB-CRO)

Office Location:

North 2220-Meerut, North 2242-Palwal, North 2274-Karnal, North 2289-Kaithal, North 2290-Kurukshetra, North 2294-Naraingarh, North 2296-Khargone, North 2299-Nagda
North 2215-Dausa
North 2339-Raipur
North 2333-Falna
North 2327-Gwalior
North 2223-Sawai Madhopur
North 2257-Jind
North 2312-Hathras
North 2245-Sanjay Place Agra
North 2228-Roorkee
North 2243-Rewari
North 2329-Ellenabad
North 2255-Abohar
North 2251-Hapur
North 2240-Uttam Nagar
North 2219-Khurja
North 2226-Jaipur
North 2309-Syana
North 2321-Barwani
North 2284-Vikas Nagar
North 2213-Bulandshahr
North 2300-Mator
North 2279-Sangrur
North 2225-Bundi
North 2304-Gidderbaha
North 2248-Firozabad
North 2269-Aligarh
North 2366-Kidwai Nagar
North 2388-Gorakhpur
North 2221-Ajmer
North 2315-Sejwaya
North 2343-Bilaspur
North 2381-Arera Colony
North 2341-Durg
North 2319-Moradabad
North 2214-Bharatpur
North 2234-Saharanpur
North 2210-Raj Nagar
North 2229-Haridwar
North 2203-Vigyan Vihar
North 2254-Yamuna Vihar
North 2232-Jodhpur
North 2317-Badnagar Ujjain
North 2218-Faridabad
North 2407-Basti
North 2374-Mahmoorganj
North 2204-Pul Prahladpur
North 2298-Sanawad
North 2211-Shadipur
North 2320-Fatehabad
North 2258-Bhiwani
North 2265-Sri Ganganagar
North 2463-Malout
North 2330-Muktsar
North 2276-Ludhiana Chandigarh Road
North 2441-Fazilka
North 2303-Mansa

Position description:

Customer Relationship Officer

Primary Responsibilities:

* Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup 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 CGTsIndividual loans 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 normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen 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 ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines