Customer Relationship Officer – North Region

About the role

The Customer Relationship Officer (CRO) for the North region will manage banking relationships for approximately 650 families within the assigned geographic area. The CRO is responsible for acquiring new customers for Group Lending, cross‑selling savings and deposit products, and delivering prompt, accessible service for all banking queries.

Key responsibilities

• Manage a portfolio of 650 families, offering the full range of banking services.
• Acquire new customers for Group Lending (GL) and service existing GL accounts.
• Upsell loans and onboard Savings Accounts, term deposits, and insurance products for customers, family members, and referrals.
• Generate quality leads for third‑party products offered by the bank.
• Ensure timely loan disbursement for repeat and top‑up customers.
• Adhere strictly to KYC norms, internal processes, and circulars.
• Conduct surveys, group formation meetings, and compulsory group training sessions.
• Collect and verify documentation for loan applications and account openings.

Required profile

• Experience handling group and individual loan portfolios in a micro‑finance or banking environment.
• Ability to manage a large customer base and meet defined loan acquisition targets.
• Strong knowledge of KYC requirements and banking procedures.
• Excellent communication skills to educate customers on the bank’s product bouquet.

Required skills

What we offer

• Full‑time position within a growing micro‑finance bank.
• Opportunities for professional growth in retail banking and loan management.