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119 Ujjivan Financial Services Jobs

Customer Relationship Officer

0-3 years

Aligarh, Gorakhpur, Ghaziabad + 42 more

1 vacancy

Customer Relationship Officer

Ujjivan Financial Services

posted 5mon ago

Job Role Insights

Fixed timing

Job Description

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 balance
Actively 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 customer
Refer 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 services
Ensure 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 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 TrueCell 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 issuesLearning Innovation
Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch
Ensure adherence to training mandays mandatory training programs for self
Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines

Employment Type: Full Time, Permanent

Functional Areas: Banking/Insurance

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What people at Ujjivan Financial Services are saying

4.0
 Rating based on 4 Customer Relationship Officer reviews

Likes

HR policy is Very good.Seniors help Juniors alot.

  • Salary - Good
  • +2 more
Dislikes

CRO level's salary Is very low. Area wise business Plans are very bad.The targets Of CRO on many products and much more.

  • Promotions - Bad
  • +2 more
Read 4 Customer Relationship Officer reviews

Customer Relationship Officer salary at Ujjivan Financial Services

reported by 8 employees with 1-5 years exp.
₹2 L/yr - ₹4 L/yr
21% less than the average Customer Relationship Officer Salary in India
View more details

What Ujjivan Financial Services employees are saying about work life

based on 304 employees
53%
52%
62%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Ujjivan Financial Services Benefits

Job Training
Health Insurance
Soft Skill Training
Team Outings
Education Assistance
Free Transport +6 more
View more benefits

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