GL - Customer Relationship Officer - Micro Banking

Department Icon BFSI (Operations & Lending)
Posted: 7 months ago
1-5 years
Magadi, Kothamangalam, Bengaluru
BFSI (Operations & Lending)
work from office
Full Time

Posted: 7 months ago
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Job Description

Field Operation:
  • Identify and conduct surveys of new working areas for group formation.
  • Conduct projection meeting and form groups
  • Conduct Compulsory Group Training of Groups
  • Fill customer profile forms with 100% accuracy and collect supporting documents.
  • Make Customer House visits and cross verify the household assets details furnished by the customer.
  • Conduct Center meeting as per scheduled time and day without fail and maintain above 95% customer attendance.
  • Update minute books of Groups in Center meetings.
  • Follow center meeting procedure thoroughly without fail.
  • Manage the total loans given out to customer.
  • Fill loan application form necessary documents for loan disbursement.
  • Conduct 100% loan utilization check within 7 days from the day of disbursement.
  • Motivate the customer for on time loan repayment.
  • Handover the loan repayment to Cashier in Branch Office.
  • Monitor the customer for better control over the program.
  • Open Group saving Account with bank the help of Cashier and Customer Relationship Manager.
  • Discuss field related issues with CRM.
  • Submit the incentive claim form before 7th of every month to CRM.
  • Retain customers & minimize dropouts.
  • Promptly resolve all enquiries & complain of Customer.
  • Maintain good relationship with customers and local people to improve the program.
  • CRS should count the repayment cash and submit to the CRM or Cashier immediately after reaching the branch office.
  • Give the detailed field reports to CRM.

Location - Kothamangalam,Bengaluru,Magadi,Nagar,Ramanujnagar,Rajanagaram,Peenya,Maddur,Yelahanka,Channapatna,Chikkaballapura,Gauribidanur,Mysuru,Chintamani,Nanjangud,Shrirangapattana,Gundlupet,Chamarajanagar,Hosakote,Bannerghatta,Kollegal,Nelamangala,Pandavapura,Kanakapura,Puttur,Piriyapatna,Hassan

Skills

BankingLoansGlCrsRelationship ManagerLoan DisbursementCrmCrCashierCustomer Relationship

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