customer relationship officer

Shikshadarpana

Key Responsibility:<ul><li>Identify and network with officials, builders, contractors, engineers, material suppliers, and brokers for lead generation.</li><li>Promote the company and its schemes in commercial, industrial, educational, and service establishments.</li><li>Conduct events and promotional activities in various establishments.</li><li>Distribute brochures, pamphlets, and promotional materials at identified locations.</li><li>Network with trade and professional associations to promote the brand and run campaigns.</li><li>Identify ongoing and upcoming construction projects in the open and direct market.</li><li>Handle sales, operational, and administrative activities to achieve business targets.</li><li>Analyze business trends and target performance to develop new strategies.</li><li>Screen customer proposals using the Tab Application and provide initial approval.</li><li>Coordinate with the Cluster Manager for proposal appraisal, documentation, approval, and fee collection.</li></ul>Job Type: Full-timePay: &#8377;15,000.00 - &#8377;23,000.00 per monthEducation:<ul><li>Bachelor's (Required)</li></ul>Language:<ul><li>English (Preferred)</li><li>Kannada (Required)</li></ul>Work Location: In person

Customer Relationship Officer

Seven Club

KEY RESPONSIBILITIES:
Member Engagement and Support:
<ul>
<li>Serve as the primary point of contact for club members, addressing questions, concerns, and feedback with professionalism and empathy.</li>
<li>Greet members warmly and provide personalized assistance to ensure a seamless experience.</li>
<li>Actively promote membership upgrades, class bookings, and premium services.</li>
</ul>
Complaint Resolution:
<ul>
<li>Handle member complaints and resolve issues promptly, escalating to management when necessary.</li>
<li>Follow up to ensure issues are resolved to the member s satisfaction.</li>
</ul>
Membership Management:
<ul>
<li>Assist with member onboarding, renewals, cancellations, and account management.</li>
<li>Maintain accurate member records in the system, ensuring data privacy and security.</li>
</ul>
Collaboration:
<ul>
<li>Work closely with other departments (sales, wellness, and operations) to coordinate member services and ensure smooth communication.</li>
<li>Support marketing initiatives by promoting events, offers, and programs.</li>
</ul>
Facility Tours and Promotions:
<ul>
<li>Conduct guided tours for prospective members, highlighting the club s premium amenities and services.</li>
<li>Proactively recommend personalized services to enhance the member experience.</li>
</ul>
Member Retention:
<ul>
<li>Build strong relationships with members to understand their wellness goals and ensure a high level of engagement and retention.</li>
<li>Identify at-risk members and implement strategies to enhance their experience.</li>
</ul>

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Description
 
 
 
 
 Job Title &ndash;
 
 Associate Relationship Officer
 
 
 
 Place of work
 
 -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh
 
 
 
 Business Unit
 
 &ndash; Retail Banking-Rural Banking
 
 
 
 Function
 
 - Rural Sales
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Responsibilities
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts
 
 
 </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Educational Qualifications
 
 
 
 Graduation-Any
 
 
 Post Graduation-Optional
 
 
 
 Experience
 
 
 
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>

Associate Relationship Officer

Bajaj Finserv

<div>
 
 Location Name:
 
 Menar
 
 
 
 Job Purpose
 
 
 
 Responsible for doing village surveys, getting new customers, do CGT, house verification and income assessment, do quality sourcing, ensure collections and recoveries are done as per the group/centre meeting schedule. Maintain Healthy Customer Relationships on ground in the location
 
 
 
 Duties And Responsibilities
 
 
 
 <ul>
 <li>
 &emsp;Conduct village surveys and do prospecting in selected villages, explain BFL MFI JLG product offerings to all who attend prospecting briefing.
 </li>
 <li>
 &emsp;Source New Customers in the locations allocated, form JLG groups and promote financial literacy amongst potential borrowers
 </li>
 <li>
 &emsp;Collect all information needed for sourcing, data entry / upload and/or validate documents on LOS, follow entire sourcing process as defined in SOP
 </li>
 <li>
 &emsp;Coordinate with BM for required approvals and Credit Ops officer at branch for disbursements as per process
 </li>
 <li>
 &emsp;Plan Center Meetings of customers and notify customers in advance of the schedule, ensure 100% participation of borrowers in the center meetings. Resolve customer queries and promote top ups / cross sell as defined for the branch. Manage a portfolio of 450 &ndash; 500 customers
 </li>
 <li>
 &emsp;Ensure collections are done from Customers as per scheduled center meeting days, ensure 100% deposition of recovery done in defined points of disposition as per SOP.
 </li>
 <li>
 &emsp;Carry out end use monitoring of loans as per the process
 </li>
 <li>
 &emsp;Maintain Healthy and cordial relationship with all potential and existing borrowers, ensure 100% compliance and good conduct on all SOPs and practices as defined in the branch operating model.
 </li>
 <li>
 &emsp;Create a daily report of tasks planned and executed and submit to Branch Manager.
 </li>
 <li>
 &emsp;Ensure recovery disposition reconciliation is done with Credit and Ops Officer as per schedule.
 </li>
 <li>
 &emsp;Ensuring critical parameters like lead to login are executed as per matrix .
 </li>
 <li>
 &emsp;Maintain centre meeting discipline, follow SOPs and code of conduct
 
 
 
 </li>
 </ul>
 
 Major Challenges
 
 
 
 <ul>
 <li>
 &emsp;Quality sourcing and achieving targets as defined
 </li>
 <li>
 &emsp;Regular collections and maintaining customers in current bucket, regularizing and normalizing delinquent customers
 </li>
 <li>
 &emsp;Compliance on all business parameters, zero audit findings on his / her sourced customer segment / portfolio
 </li>
 </ul>
</div>

Assistant Manager - Microfinance

<div>
 
 Location Name:
 
 Chutmalchhpur MFI
 
 
 
 Job Purpose
 
 
 
 Responsible for doing village surveys, getting new customers, do CGT, house verification and income assessment, do quality sourcing, ensure collections and recoveries are done as per the group/centre meeting schedule. Maintain Healthy Customer Relationships on ground in the location
 
 
 
 Duties And Responsibilities
 
 
 
 <ul>
 <li>
 &emsp;Conduct village surveys and do prospecting in selected villages, explain BFL MFI JLG product offerings to all who attend prospecting briefing.
 </li>
 <li>
 &emsp;Source New Customers in the locations allocated, form JLG groups and promote financial literacy amongst potential borrowers
 </li>
 <li>
 &emsp;Collect all information needed for sourcing, data entry / upload and/or validate documents on LOS, follow entire sourcing process as defined in SOP
 </li>
 <li>
 &emsp;Coordinate with BM for required approvals and Credit Ops officer at branch for disbursements as per process
 </li>
 <li>
 &emsp;Plan Center Meetings of customers and notify customers in advance of the schedule, ensure 100% participation of borrowers in the center meetings. Resolve customer queries and promote top ups / cross sell as defined for the branch. Manage a portfolio of 450 &ndash; 500 customers
 </li>
 <li>
 &emsp;Ensure collections are done from Customers as per scheduled center meeting days, ensure 100% deposition of recovery done in defined points of disposition as per SOP.
 </li>
 <li>
 &emsp;Carry out end use monitoring of loans as per the process
 </li>
 <li>
 &emsp;Maintain Healthy and cordial relationship with all potential and existing borrowers, ensure 100% compliance and good conduct on all SOPs and practices as defined in the branch operating model.
 </li>
 <li>
 &emsp;Create a daily report of tasks planned and executed and submit to Branch Manager.
 </li>
 <li>
 &emsp;Ensure recovery disposition reconciliation is done with Credit and Ops Officer as per schedule.
 </li>
 <li>
 &emsp;Ensuring critical parameters like lead to login are executed as per matrix .
 </li>
 <li>
 &emsp;Maintain centre meeting discipline, follow SOPs and code of conduct
 
 
 
 </li>
 </ul>
 
 Major Challenges
 
 
 
 <ul>
 <li>
 &emsp;Quality sourcing and achieving targets as defined
 </li>
 <li>
 &emsp;Regular collections and maintaining customers in current bucket, regularizing and normalizing delinquent customers
 </li>
 <li>
 &emsp;Compliance on all business parameters, zero audit findings on his / her sourced customer segment / portfolio
 </li>
 </ul>
</div>

Senior Centre Manager - Microfinance

First Abu Dhabi Bank

Position Overview First Abu Dhabi Bank (FAB) is hiring for the role of Relationship Officer in Dubai, UAE, focusing on managing a portfolio of retail banking clients and driving revenue growth through tailored banking solutions. This is an excellent opportunity for candidates seeking banking jobs in Dubai, particularly in customer-facing and portfolio management roles within the financial services industry. The position is ideal for those looking to establish a long-term career in one of the safest and largest banks in the world, with high-earning potential and exposure to retail banking strategy in the UAE. Job Details Location: United Arab Emirates Location: Dubai Industry: Banking / Mortgage Professionals Function: Sales Gender: Any Candidate Nationality: Any Candidate Preferred Location: Any Job Type: Full-time What You ll Do * Manage a customer portfolio of 700 800 primarily non-borrowing clients * Achieve monthly and annual KPIs related to portfolio value, revenue, cross-sell, and product activation * Promote and cross-sell bank products including current accounts, loans, trade finance, FX services, and insurance * Refer and upgrade clients to Sales and Coverage RMs within the segment * Drive market penetration through referrals and new-to-bank client acquisition * Maintain updated records including KYC and due diligence * Handle account conduct, current account excesses, and ensure clean onboarding * Monitor daily performance metrics and maintain accurate sales reports * Maintain high levels of service and transparency with all customer interactions * Ensure compliance with internal policies and audit requirements Ideal Profile * Diploma or bachelor's degree in Business, Finance, Banking, or related field * 1 2 years of experience in banking, preferably in client-facing, sales, or customer service roles * Familiarity with retail or commercial banking functions is an advantage * Strong interpersonal, communication, and client engagement skills * Fluent in English; Arabic proficiency is highly preferred * Understanding of bank products, compliance protocols, and sales governance * Proactive and goal-oriented mindset with strong market awareness

Relationship Officer

Early Approve Commercial Broker

The Sales Officer is responsible for promoting and selling banking products such as credit cards, personal loans, and other financial services to potential customers. The role involves achieving monthly sales targets, maintaining strong client relationships, and ensuring compliance with all bank and company policies.Key Responsibilities:<ul><li>Promote and sell banking products (credit cards, personal loans, accounts, etc.) to new and existing customers.</li><li>Achieve and exceed assigned monthly sales targets.</li><li>Identify potential clients through cold calling, field visits, and referrals.</li><li>Maintain a thorough understanding of bank products, features, and benefits.</li><li>Assist customers in completing application forms and required documentation.</li><li>Ensure all customer information is accurately captured and submitted in line with compliance standards.</li><li>Build and maintain long-term customer relationships to ensure repeat business and referrals.</li><li>Coordinate with internal teams and banks for smooth processing and approvals.</li><li>Provide excellent customer service and post-sales support.</li><li>Participate in training sessions, daily meetings, and team briefings.</li></ul>Qualifications &amp; Experience:<ul><li>Bachelor&rsquo;s degree in Business Administration, Marketing, or a related field (preferred).</li><li>Minimum 1&ndash;2 years of experience in direct sales / outdoor sales, preferably in banking or financial services.</li><li>Freshers with strong communication and interpersonal skills may also apply.</li></ul>Skills &amp; Competencies:<ul><li>Strong communication and negotiation skills.</li><li>Confident, self-motivated, and target-oriented.</li><li>Ability to work under pressure and meet deadlines.</li><li>Professional attitude and presentable appearance.</li><li>Basic computer and documentation skills.</li></ul>Performance Targets:<ul><li>Minimum of 5 booked cards per month (as per company sales target policy).</li></ul>Job Types: Full-time, PermanentPay: AED4,000.00 - AED8,000.00 per month

Banking Officer

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