Assistant Relationship Officer

Job Title:

Location:

Company:

Experience Required:

About Us:

Finance Buddha is a trusted name in the financial services sector, dedicated to simplifying and accelerating access to personal financial products. We specialize in providing fast and flexible personal loans and overdraft solutions to meet the evolving needs of our customers. Join our dynamic team and be a part of a growing organization committed to transparency, efficiency, and customer satisfaction.

Job Summary:

Assistant Relationship Officer

Key Responsibilities:

• Make outbound calls to potential leads to assess eligibility for personal loans and overdraft products
• Review and verify customer documents and loan application details
• Provide accurate information to clients regarding loan terms, eligibility, and required documentation
• Coordinate with internal teams for smooth processing and approval
• Maintain regular follow-up with clients for documentation and updates
• Achieve daily/weekly targets set by the team lead
• Ensure compliance with company policies and regulatory requirements

Required Skills & Qualifications:

• Minimum 1 year of experience in

  tele sales

  , preferably in

  financial products

• In-depth knowledge of

  Personal Loans

  and

  Overdraft Products

• Excellent communication and interpersonal skills
• Ability to handle customer queries confidently and professionally
• Basic understanding of financial documentation and KYC norms
• Proficiency in MS Office and CRM tools is a plus
• Graduation in any stream (preferred)

Compensation & Benefits:

• Fixed Salary

  (as per industry standards)

• Attractive Incentive Structure

  based on performance
• Monthly performance bonuses
• Training & development programs