Assistant Customer Relationship Manager
Ujjivan Small Finance Bank · Not specified · onsite · Posted 33d ago
Undisclosed2–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
Job Title: Assistant Customer Relationship Manager
Grade: DM-II
Department: Rural Banking
Location: Branch Name
Type of Position: Full-time
Reports To: Branch Manager
Reporting Into: NA
Role Purpose / Objective - Actively support acquisition of customers for Group Loans
- Support conversion of existing borrowing customers for liabilities.
- To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities
- Responsible to maintain process quality ensures adherence to audit and compliance standards
- Responsible to maintain Branch Documents
- Responsible for Cross Selling
- Responsible for overall business in absence of BM/CRM
- To handle Cashier and BOOs responsibility in their absence
- Adherence to defined set of processes and circulars
- Timely disbursement of sanctioned loans
- Portfolio Managed- approx. 10 Cr
- Volume of recruitment- 5-15 Staff - changes as per branch CRO budget
- No. of products served- Group Loan, Individual Loan, CASA, TD and TPP products
- Credit files for query resolution- approx. PHONE_NUMBER files per month
- Responsible to support the sales plans for the branch for MB unsecured and secured loans
- To assist setting weekly/monthly targets for the team, reviews the set targets on a regular basis
- Responsible to support acquisition of new GL customers; conversion of customers from unsecured to secured loans (Where Applicable)
- Guide the CROs to enable conversion of existing borrowing customers for liabilities
- Support the marketing initiatives designed by products marketing department
- Assess the market potential and give feedback on product modification and new product development to the regional product teams
- Share insights on competitor products to the regional product/marketing teams.
- Responsible for the overall Branch Liabilities Target and cross selling targets
- Ensure customers and CROs are educated about the unsecured loans and liabilities products offered by Ujjivan.
- Resolve customer queries/grievances (pertaining to GL, unsecured IL, liabilities) escalated from the CROs within specified time frame
- Oversee and facilitate collection of documents for account opening in strict adherence to KYC norms
Sourced from naukri
Skills
crmCross SellingCROBusiness RequirementsFinancial SoftwareFinacleCustomer QueriesGLGROUP LOANBankingDisbursementCustomer RelationshipCASAAdministrationAccountingAmlcompliancefinanceAccount Opening
About Ujjivan Small Finance Bank
Ujjivan Small Finance Bank
Banking
24.4k+
employees
2017
9 years old
Bangalore/Bengaluru, Karnataka
India
About
Empowers financial inclusion across India, serving over 90 lakh customers with over ₹6,400 crore profit and a strong focus on inclusive, tech-led banking.
Industries
BankingFinancial Services
Employee ratings
7,630 reviews
4.0/ 5
Culture
4.0
Career growth
3.5
Work-life
3.9
Employees rate it well for
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