Customer Relationship Officer

About the Role

As a Customer Relationship Officer at Ujjivan Financial Services, you will be responsible for managing banking relationships with 650 families within a designated geographic area. Your primary goal will be to offer a full range of banking services, including 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 their 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 third-party products offered by Ujjivan Small Finance Bank.
• Provide timely loan facilities for eligible repeat and top-up customers.

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.
• Ability to interface (orally and in writing) with all levels of associates and customers.

What You'll Learn

In this role, you will gain hands-on experience in managing banking relationships, acquiring new customers, and servicing existing ones. You will also develop skills in product selling, customer service, 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 knowledge of unsecured products. Also, be specific about your achievements and the skills you have developed in your previous roles.