Job Description

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Customer Relationship Officer (UB-MB-EB-CRO)-East

Multiple locations








Department
EAST BUSINESS
Job posted on
Jan 09, 2026
Employment type
Permanent

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:

East 3683-Gulabbagh, East 3303-Tollygunge, East 3304-New Alipore, East 3305-Salt Lake, East 3306-Kamalgazi, East 3307-Dakshineswar, East 3309-Kasba, East 3310-Thakurpukur, East 3311-Dumdum, East 3312-Park Circus, East 3313-Shibpur, East 3314-Barasat, East 3315-Barrackpore, East 3317-Habra, East 3319-Belur
East 3321-Chakdaha
East 3322-Baidyabati
East 3324-Uluberia
East 3325-Bandel
East 3326-Andul
East 3327-Sakchi
East 3329-Parsudih
East 3330-Domjur
East 3331-Rajpur
East 3332-Kanchrapara
East 3334-Budge Budge
East 3336-Dhanbad
East 3337-Katras
East 3339-Chandrasekharpur
East 3340-Bagnan
East 3343-Samantarapur
East 3344-Saheed Nagar
East 3345-Ratu Road
East 3347-Panskura
East 3349-Lalpur
East 3350-Govindpur
East 3352-Saguna More
East 3353-Patna City
East 3354-Adityapur
East 3356-Puri
East 3357-Ghatsila
East 3358-Hajipur
East 3359-Burdwan
East 3360-Arambagh
East 3361-Panagarh
East 3362-Chas
East 3364-Jharia
East 3365-Hazaribagh
East 3366-Purulia
East 3367-Memari
East 3368-Bolpur
East 3369-Durgapur
East 3370-Asansol
East 3373-Fatuah
East 3374-New Dak Bunglow Road
East 3375-Anishabad
East 3376-Dhaniakhali
East 3377-Kansbahal
East 3378-Rourkela
East 3381-Jhumri Tilaiya
East 3382-Mallarpur
East 3383-Kulti
East 3384-Kharagpur
East 3385-Midnapur
East 3386-Berhampore
East 3387-Malda
East 3388-Kalambagh Road
East 3389-Bhagwanpur
East 3501-Contai
East 3502-Tamluk
East 3503-Deoghar
East 3504-Sambalpur
East 3507-Balurghat
East 3508-Jalpaiguri
East 3509-Buniadpur
East 3510-Raiganj
East 3511-Siliguri
East 3512-Lachit Nagar
East 3513-Kalapahar
East 3514-Maligaon
East 3516-Coochbehar
East 3517-Alipurduar
East 3519-Iewduh
East 3520-Bargarh
East 3521-Jharsuguda
East 3523-Phulanakhara
East 3524-Sultanganj
East 3525-Kahelgaon
East 3527-Bhagalpur
East 3529-Purnia
East 3531-Sonapur
East 3533-Narengi
East 3534-Chaitanyapur
East 3535-Gaya
East 3537-Jehanabad
East 3538-Mirza
East 3539-Hajo
East 3541-Dhupguri
East 3542-Maner
East 3544-Darbhanga
East 3545-Saharsa
East 3547-Barauni
East 3548-Begusarai
East 3550-Agartala Central Road
East 3551-Bordwali
East 3552-Bishalgarh
East 3553-Udaipur
East 3554-Melagarh
East 3555-Choudwar
East 3556-Motihari
East 3557-Samastipur
East 3558-Dalsingsarai
East 3559-Tezpur
East 3560-Nagaon
East 3561-Nalbari
East 3562-Baihata Chariali
East 3563-Golaghat
East 3564-M G Road-Jorhat
East 3565-Kenduguri Jorhat
East 3566-Raha
East 3568-Pathsala
East 3569-Teliamura
East 3570-Kumarghat
East 3571-Dharmanagar
East 3606-Andharmanik
East 3612-Sahebganj
East 3634-Karma Road
East 3628-Chapra
East 3621-Arrah
East 3611-Tola Chhawni
East-3697-Hasanpur
East 3604-Tilkhoja
East 3633-Forbesganj
East-3700-Khagaria
East 3657-Nuamauja
East 3586-Bhiligram
East 3582-Babanipur
East 3647-Egra

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